Empirical Asset Management’s Edwards Lifesciences EW Stock Holding History

Empirical Asset 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	-8,938	Closed	-$699K	–	380
2025 Q2	$699K	Buy	8,938 +1,670	+23%	+$125K	0.22%	145
2025 Q1	$527K	Buy	7,268 +3,798	+109%	+$272K	0.18%	173
2024 Q4	$257K	Buy	+3,470	New	+$243K	0.09%	253
2024 Q3	–	Sell	-4,739	Closed	-$438K	–	327
2024 Q2	$438K	Buy	4,739 +120	+3%	+$10.6K	0.16%	185
2024 Q1	$441K	Buy	+4,619	New	+$388K	0.21%	126
2023 Q3	–	Sell	-3,585	Closed	-$338K	–	173
2023 Q2	$338K	Sell	3,585 -274	-7%	-$23.8K	0.3%	108
2023 Q1	$319K	Buy	+3,859	New	+$303K	0.31%	104

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Empirical Asset Management's EW Position: Q3 2025 in Review

Empirical Asset Management sold out of Edwards Lifesciences (EW) in Q3 2025, closing a stake of 8,938 shares — an estimated $699K sold.

Empirical Asset Management first reported a position in EW in Q1 2023 and held it in 7 quarters. The position peaked at $699K in Q2 2025. 1,255 funds tracked by Wall St. Rank hold EW as of Q3 2025.

Empirical Asset Management reported no remaining Edwards Lifesciences position as of Q3 2025 after selling out during the quarter.
Empirical Asset Management sold 8,938 Edwards Lifesciences shares in Q3 2025, an estimated $699K.
Empirical Asset Management first reported a position in Edwards Lifesciences in Q1 2023 and held it in 7 quarters.
Empirical Asset Management's Edwards Lifesciences position peaked at $699K in Q2 2025.
1,255 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2025.

Based on Empirical Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.