Global Financial Private Client’s Edwards Lifesciences EW Stock Holding History

Global Financial Private Client’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	-36	Closed	-$2.61K	–	665
2025 Q1	$2.61K	Buy	36 +21	+140%	+$1.5K	﹤0.01%	805
2024 Q4	$1.11K	Buy	15 +9	+150%	+$630	﹤0.01%	768
2024 Q3	$396	Hold	6	–	–	﹤0.01%	789
2024 Q2	$554	Hold	6	–	–	﹤0.01%	652
2024 Q1	$566	Hold	6	–	–	﹤0.01%	669
2023 Q4	$458	Hold	6	–	–	﹤0.01%	663
2023 Q3	$415	Sell	6 -932	-99%	-$74.9K	﹤0.01%	656
2023 Q2	$85.8K	Buy	938 +932	+15,533%	+$81K	0.04%	239
2023 Q1	$493	Hold	6	–	–	﹤0.01%	654
2022 Q4	$448	Hold	6	–	–	﹤0.01%	648
2022 Q3	$513	Hold	6	–	–	﹤0.01%	616
2022 Q2	$584	Hold	6	–	–	﹤0.01%	603
2022 Q1	$738	Hold	6	–	–	﹤0.01%	603
2021 Q4	$777	Hold	6	–	–	﹤0.01%	598
2021 Q3	$674	Hold	6	–	–	﹤0.01%	557
2021 Q2	$629	Hold	6	–	–	﹤0.01%	568
2021 Q1	$503	Hold	6	–	–	﹤0.01%	551
2020 Q4	$547	Buy	+6	New	+$498	﹤0.01%	528

Other funds holding EW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Global Financial Private Client's EW Position: Q2 2025 in Review

Global Financial Private Client sold out of Edwards Lifesciences (EW) in Q2 2025, closing a stake of 36 shares — an estimated $2.61K sold.

Global Financial Private Client first reported a position in EW in Q4 2020 and held it in 18 quarters. The position peaked at $85.8K in Q2 2023. 1,260 funds tracked by Wall St. Rank hold EW as of Q2 2025.

Global Financial Private Client reported no remaining Edwards Lifesciences position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 36 Edwards Lifesciences shares in Q2 2025, an estimated $2.61K.
Global Financial Private Client first reported a position in Edwards Lifesciences in Q4 2020 and held it in 18 quarters.
Global Financial Private Client's Edwards Lifesciences position peaked at $85.8K in Q2 2023.
1,260 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.