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Gitterman Wealth Management’s Edwards Lifesciences EW Stock Holding History

Gitterman Wealth 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
-4,474
Closed -$350K – 191
2025
Q2 		$350K Buy
+4,474
New +$334K 0.08% 67
2023
Q2 		– Sell
-3,169
Closed -$262K – 90
2023
Q1 		$262K Buy
+3,169
New +$249K 0.12% 43

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Gitterman Wealth Management's EW Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Edwards Lifesciences (EW) in Q3 2025, closing a stake of 4,474 shares — an estimated $350K sold.

Gitterman Wealth Management first reported a position in EW in Q1 2023 and held it in 2 quarters. The position peaked at $350K in Q2 2025. 1,253 funds tracked by Wall St. Rank hold EW as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Edwards Lifesciences position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 4,474 Edwards Lifesciences shares in Q3 2025, an estimated $350K.
  • Gitterman Wealth Management first reported a position in Edwards Lifesciences in Q1 2023 and held it in 2 quarters.
  • Gitterman Wealth Management's Edwards Lifesciences position peaked at $350K in Q2 2025.
  • 1,253 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.