Envestnet Portfolio Solutions
EW icon

Envestnet Portfolio Solutions’s Edwards Lifesciences EW Stock Holding History

Envestnet Portfolio Solutions’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
2026
Q1 		$265K Buy
3,314
+85
+3% +$7.01K ﹤0.01% 1162
2025
Q4 		$275K Buy
+3,229
New +$265K ﹤0.01% 1328
2025
Q2 		– Sell
-3,147
Closed -$228K – 1560
2025
Q1 		$228K Sell
3,147
-30,681
-91% -$2.2M ﹤0.01% 1430
2024
Q4 		$2.5M Sell
33,828
-3,811
-10% -$267K 0.01% 590
2024
Q3 		$2.48M Sell
37,639
-19,895
-35% -$1.45M 0.01% 593
2024
Q2 		$5.31M Sell
57,534
-1,279
-2% -$113K 0.02% 355
2024
Q1 		$5.62M Sell
58,813
-15,983
-21% -$1.34M 0.02% 349
2023
Q4 		$5.7M Buy
74,796
+6,873
+10% +$478K 0.02% 298
2023
Q3 		$4.71M Buy
+67,923
New +$5.46M 0.02% 322

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VCM
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VPM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return