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Elk River Wealth Management’s Edwards Lifesciences EW Stock Holding History

Elk River 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
Q1 		– Sell
-5,763
Closed -$427K – 99
2024
Q4 		$427K Sell
5,763
-68,400
-92% -$4.79M 0.08% 75
2024
Q3 		$4.89M Buy
74,163
+950
+1% +$69K 0.89% 36
2024
Q2 		$6.76M Buy
73,213
+297
+0.4% +$26.3K 1.32% 24
2024
Q1 		$6.97M Buy
72,916
+5,934
+9% +$498K 1.42% 23
2023
Q4 		$5.11M Sell
66,982
-14,249
-18% -$991K 0.98% 31
2023
Q3 		$5.63M Buy
81,231
+2,652
+3% +$213K 1.25% 26
2023
Q2 		$7.41M Sell
78,579
-2,115
-3% -$184K 1.59% 19
2023
Q1 		$6.68M Buy
80,694
+4,536
+6% +$357K 1.52% 20
2022
Q4 		$5.68M Sell
76,158
-6,029
-7% -$465K 1.38% 26
2022
Q3 		$6.79M Buy
82,187
+3,467
+4% +$334K 1.79% 16
2022
Q2 		$7.49M Buy
78,720
+3,325
+4% +$344K 1.89% 17
2022
Q1 		$8.88M Buy
75,395
+3,119
+4% +$350K 1.94% 14
2021
Q4 		$9.36M Buy
72,276
+784
+1% +$91.4K 2.12% 11
2021
Q3 		$8.09M Buy
71,492
+1,829
+3% +$209K 2.05% 11
2021
Q2 		$7.21M Buy
69,663
+1,271
+2% +$120K 1.87% 13
2021
Q1 		$5.72M Buy
68,392
+6,416
+10% +$542K 1.63% 18
2020
Q4 		$5.65M Buy
+61,976
New +$5.14M 1.87% 13

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Elk River Wealth Management's EW Position: Q1 2025 in Review

Elk River Wealth Management sold out of Edwards Lifesciences (EW) in Q1 2025, closing a stake of 5,763 shares — an estimated $427K sold.

Elk River Wealth Management first reported a position in EW in Q4 2020 and held it in 17 quarters. The position peaked at $9.36M in Q4 2021. 1,206 funds tracked by Wall St. Rank hold EW as of Q1 2025.

  • Elk River Wealth Management reported no remaining Edwards Lifesciences position as of Q1 2025 after selling out during the quarter.
  • Elk River Wealth Management sold 5,763 Edwards Lifesciences shares in Q1 2025, an estimated $427K.
  • Elk River Wealth Management first reported a position in Edwards Lifesciences in Q4 2020 and held it in 17 quarters.
  • Elk River Wealth Management's Edwards Lifesciences position peaked at $9.36M in Q4 2021.
  • 1,206 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2025.

Based on Elk River Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.