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Crux Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Crux Wealth Advisors’s Portfolio EW Stock Details EW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,057
Closed -$294K – 173
2025
Q1 		$294K Sell
4,057
-2,398
-37% -$172K 0.15% 141
2024
Q4 		$478K Buy
+6,455
New +$452K 0.27% 96

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JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Crux Wealth Advisors's EW Position: Q2 2025 in Review

Crux Wealth Advisors sold out of Edwards Lifesciences (EW) in Q2 2025, closing a stake of 4,057 shares — an estimated $294K sold.

Crux Wealth Advisors first reported a position in EW in Q4 2024 and held it in 2 quarters. The position peaked at $478K in Q4 2024. 1,260 funds tracked by Wall St. Rank hold EW as of Q2 2025.

  • Crux Wealth Advisors reported no remaining Edwards Lifesciences position as of Q2 2025 after selling out during the quarter.
  • Crux Wealth Advisors sold 4,057 Edwards Lifesciences shares in Q2 2025, an estimated $294K.
  • Crux Wealth Advisors first reported a position in Edwards Lifesciences in Q4 2024 and held it in 2 quarters.
  • Crux Wealth Advisors's Edwards Lifesciences position peaked at $478K in Q4 2024.
  • 1,260 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2025.

Based on Crux Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.