Grey Fox Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Grey Fox 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 Q4	–	Sell	-163	Closed	-$12.7K	–	291
2025 Q3	$12.7K	Buy	+163	New	+$12.7K	﹤0.01%	377
2023 Q2	–	Sell	-123	Closed	-$10.2K	–	241
2023 Q1	$10.2K	Hold	123	–	–	0.01%	309
2022 Q4	$9.18K	Buy	+123	New	+$9.48K	0.01%	288

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Grey Fox Wealth Advisors's EW Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Edwards Lifesciences (EW) in Q4 2025, closing a stake of 163 shares — an estimated $12.7K sold.

Grey Fox Wealth Advisors first reported a position in EW in Q4 2022 and held it in 3 quarters. The position peaked at $12.7K in Q3 2025. 1,313 funds tracked by Wall St. Rank hold EW as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining Edwards Lifesciences position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 163 Edwards Lifesciences shares in Q4 2025, an estimated $12.7K.
Grey Fox Wealth Advisors first reported a position in Edwards Lifesciences in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's Edwards Lifesciences position peaked at $12.7K in Q3 2025.
1,313 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.