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GeoWealth Management’s Edwards Lifesciences EW Stock Holding History

GeoWealth 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
-1,536
Closed -$120K – 903
2025
Q2 		$120K Buy
1,536
+97
+7% +$7.23K ﹤0.01% 774
2025
Q1 		$104K Sell
1,439
-458
-24% -$32.8K ﹤0.01% 776
2024
Q4 		$140K Buy
1,897
+751
+66% +$52.6K ﹤0.01% 878
2024
Q3 		$75.6K Buy
+1,146
New +$83.3K ﹤0.01% 957

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

GeoWealth Management's EW Position: Q3 2025 in Review

GeoWealth Management sold out of Edwards Lifesciences (EW) in Q3 2025, closing a stake of 1,536 shares — an estimated $120K sold.

GeoWealth Management first reported a position in EW in Q3 2024 and held it in 4 quarters. The position peaked at $140K in Q4 2024. 1,255 funds tracked by Wall St. Rank hold EW as of Q3 2025.

  • GeoWealth Management reported no remaining Edwards Lifesciences position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,536 Edwards Lifesciences shares in Q3 2025, an estimated $120K.
  • GeoWealth Management first reported a position in Edwards Lifesciences in Q3 2024 and held it in 4 quarters.
  • GeoWealth Management's Edwards Lifesciences position peaked at $140K in Q4 2024.
  • 1,255 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.