GGM Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

GGM 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 Q1	$576K	Sell	7,623 -35	-0.5%	-$2.5K	0.32%	66
2024 Q4	$567K	Sell	7,658 -200	-3%	-$14K	0.3%	67
2024 Q3	$519K	Sell	7,858 -100	-1%	-$7.27K	0.22%	77
2024 Q2	$735K	Sell	7,958 -100	-1%	-$8.86K	0.34%	58
2024 Q1	$750K	Sell	8,058 -33	-0.4%	-$2.77K	0.35%	56
2023 Q4	$593K	Sell	8,091 -350	-4%	-$24.4K	0.25%	74
2023 Q3	$585K	Sell	8,441 -30	-0.4%	-$2.41K	0.25%	73
2023 Q2	$783K	Buy	+8,471	New	+$736K	0.32%	60
2023 Q1	–	Sell	-8,740	Closed	-$673K	–	83
2022 Q4	$673K	Hold	8,740	–	–	0.35%	59
2022 Q3	$749K	Sell	8,740 -100	-1%	-$9.62K	0.4%	52
2022 Q2	$851K	Hold	8,840	–	–	0.48%	44
2022 Q1	$1.1M	Hold	8,840	–	–	0.55%	41
2021 Q4	$1.08M	Sell	8,840 -100	-1%	-$11.7K	0.85%	32
2021 Q3	$1.05M	Hold	8,940	–	–	0.83%	31
2021 Q2	$955K	Hold	8,940	–	–	0.81%	32
2021 Q1	$853K	Hold	8,940	–	–	0.68%	32
2020 Q4	$797K	Buy	+8,940	New	+$742K	0.79%	29

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

GGM Wealth Advisors's EW Position: Q1 2025 in Review

GGM Wealth Advisors reduced its Edwards Lifesciences (EW) stake by 0.46% in Q1 2025, selling an estimated $2.5K and leaving 7,623 shares worth $576K. The position accounts for 0.32% of the portfolio, ranked #66.

GGM Wealth Advisors first reported a position in EW in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.1M in Q1 2022. 1,205 funds tracked by Wall St. Rank hold EW as of Q1 2025.

GGM Wealth Advisors held 7,623 shares of Edwards Lifesciences worth $576K as of Q1 2025.
GGM Wealth Advisors sold 35 Edwards Lifesciences shares in Q1 2025, an estimated $2.5K.
Edwards Lifesciences made up 0.32% of GGM Wealth Advisors's portfolio in Q1 2025, its #66 holding.
GGM Wealth Advisors first reported a position in Edwards Lifesciences in Q4 2020 and has held it in 17 quarters since.
GGM Wealth Advisors's Edwards Lifesciences position peaked at $1.1M in Q1 2022.
1,205 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.