Denver PWM’s Edwards Lifesciences EW Stock Holding History

Denver PWM’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 Q1	–	Sell	-150	Closed	-$11.1K	–	128
2024 Q4	$11.1K	Buy	+150	New	+$10.5K	﹤0.01%	156
2024 Q3	–	Sell	-150	Closed	-$13.9K	–	185
2024 Q2	$13.9K	Buy	+150	New	+$13.3K	0.01%	170

Other funds holding EW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Denver PWM's EW Position: Q1 2025 in Review

Denver PWM sold out of Edwards Lifesciences (EW) in Q1 2025, closing a stake of 150 shares — an estimated $11.1K sold.

Denver PWM first reported a position in EW in Q2 2024 and held it in 2 quarters. The position peaked at $13.9K in Q2 2024. 1,206 funds tracked by Wall St. Rank hold EW as of Q1 2025.

Denver PWM reported no remaining Edwards Lifesciences position as of Q1 2025 after selling out during the quarter.
Denver PWM sold 150 Edwards Lifesciences shares in Q1 2025, an estimated $11.1K.
Denver PWM first reported a position in Edwards Lifesciences in Q2 2024 and held it in 2 quarters.
Denver PWM's Edwards Lifesciences position peaked at $13.9K in Q2 2024.
1,206 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2025.

Based on Denver PWM's 13F filing for Q1 2025, filed 7 May 2025.