EQ Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

EQ Wealth Advisors’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 Q2	–	Sell	-29	Closed	-$2.1K	–	268
2025 Q1	$2.1K	Buy	+29	New	+$2.08K	﹤0.01%	203

Other funds holding EW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

EQ Wealth Advisors's EW Position: Q2 2025 in Review

EQ Wealth Advisors sold out of Edwards Lifesciences (EW) in Q2 2025, closing a stake of 29 shares — an estimated $2.1K sold.

EQ Wealth Advisors first reported a position in EW in Q1 2025 and held it in 1 quarter. The position peaked at $2.1K in Q1 2025. 1,259 funds tracked by Wall St. Rank hold EW as of Q2 2025.

EQ Wealth Advisors reported no remaining Edwards Lifesciences position as of Q2 2025 after selling out during the quarter.
EQ Wealth Advisors sold 29 Edwards Lifesciences shares in Q2 2025, an estimated $2.1K.
EQ Wealth Advisors first reported a position in Edwards Lifesciences in Q1 2025 and held it in 1 quarter.
EQ Wealth Advisors's Edwards Lifesciences position peaked at $2.1K in Q1 2025.
1,259 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2025.

Based on EQ Wealth Advisors's 13F filing for Q2 2025, filed 28 Jul 2025.