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Dakota Wealth Management’s Edwards Lifesciences EW Stock Holding History

Dakota Wealth Management’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
Q3 		– Sell
-6,048
Closed -$473K – 699
2025
Q2 		$473K Buy
6,048
+146
+2% +$10.9K 0.01% 527
2025
Q1 		$428K Buy
5,902
+10
+0.2% +$716 0.01% 546
2024
Q4 		$436K Buy
5,892
+15
+0.3% +$1.05K 0.01% 535
2024
Q3 		$388K Sell
5,877
-8,566
-59% -$622K 0.01% 546
2024
Q2 		$1.33M Sell
14,443
-383
-3% -$33.9K 0.03% 317
2024
Q1 		$1.42M Buy
14,826
+3,329
+29% +$280K 0.04% 306
2023
Q4 		$877K Sell
11,497
-1,827
-14% -$127K 0.03% 328
2023
Q3 		$923K Buy
13,324
+815
+7% +$65.5K 0.04% 299
2023
Q2 		$1.18M Buy
12,509
+5,691
+83% +$495K 0.06% 233
2023
Q1 		$564K Buy
6,818
+6
+0.1% +$472 0.04% 344
2022
Q4 		$508K Sell
6,812
-554
-8% -$42.7K 0.04% 350
2022
Q3 		$609K Sell
7,366
-8,605
-54% -$828K 0.05% 304
2022
Q2 		$1.52M Sell
15,971
-13,217
-45% -$1.37M 0.14% 151
2022
Q1 		$3.44M Buy
29,188
+737
+3% +$82.7K 0.28% 107
2021
Q4 		$3.69M Buy
28,451
+2,429
+9% +$283K 0.39% 69
2021
Q3 		$2.95M Buy
26,022
+2,249
+9% +$257K 0.34% 85
2021
Q2 		$2.46M Sell
23,773
-1,426
-6% -$134K 0.29% 96
2021
Q1 		$2.11M Sell
25,199
-6,463
-20% -$546K 0.28% 98
2020
Q4 		$2.89M Buy
31,662
+450
+1% +$37.3K 0.38% 72
2020
Q3 		$2.49M Buy
31,212
+22,560
+261% +$1.76M 0.39% 74
2020
Q2 		$598K Sell
8,652
-159
-2% -$11.3K 0.1% 153
2020
Q1 		$554K Buy
+8,811
New +$635K 0.12% 145

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Dakota Wealth Management's EW Position: Q3 2025 in Review

Dakota Wealth Management sold out of Edwards Lifesciences (EW) in Q3 2025, closing a stake of 6,048 shares — an estimated $473K sold.

Dakota Wealth Management first reported a position in EW in Q1 2020 and held it in 22 quarters. The position peaked at $3.69M in Q4 2021. 1,255 funds tracked by Wall St. Rank hold EW as of Q3 2025.

  • Dakota Wealth Management reported no remaining Edwards Lifesciences position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 6,048 Edwards Lifesciences shares in Q3 2025, an estimated $473K.
  • Dakota Wealth Management first reported a position in Edwards Lifesciences in Q1 2020 and held it in 22 quarters.
  • Dakota Wealth Management's Edwards Lifesciences position peaked at $3.69M in Q4 2021.
  • 1,255 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.