HWA
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Heartwood Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Heartwood 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
-858
Closed -$66.7K – 341
2025
Q3 		$66.7K Buy
+858
New +$67K 0.01% 285

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State Street
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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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Heartwood Wealth Advisors's EW Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Edwards Lifesciences (EW) in Q4 2025, closing a stake of 858 shares — an estimated $66.7K sold.

Heartwood Wealth Advisors first reported a position in EW in Q3 2025 and held it in 1 quarter. The position peaked at $66.7K in Q3 2025. 1,313 funds tracked by Wall St. Rank hold EW as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Edwards Lifesciences position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 858 Edwards Lifesciences shares in Q4 2025, an estimated $66.7K.
  • Heartwood Wealth Advisors first reported a position in Edwards Lifesciences in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Edwards Lifesciences position peaked at $66.7K in Q3 2025.
  • 1,313 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.