InceptionR’s Edwards Lifesciences EW Stock Holding History

InceptionR’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	-20,674	Closed	-$1.61M	–	682
2025 Q3	$1.61M	Buy	+20,674	New	+$1.62M	0.39%	35
2025 Q2	–	Sell	-3,422	Closed	-$248K	–	712
2025 Q1	$248K	Sell	3,422 -14,825	-81%	-$1.06M	0.07%	425
2024 Q4	$1.35M	Sell	18,247 -93	-0.5%	-$6.51K	0.3%	92
2024 Q3	$1.21M	Buy	+18,340	New	+$1.33M	0.3%	95
2023 Q4	–	Sell	-10,112	Closed	-$701K	–	409
2023 Q3	$701K	Buy	+10,112	New	+$813K	0.4%	66
2023 Q1	–	Sell	-11,100	Closed	-$828K	–	476
2022 Q4	$828K	Buy	+11,100	New	+$855K	0.44%	62

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

InceptionR's EW Position: Q4 2025 in Review

InceptionR sold out of Edwards Lifesciences (EW) in Q4 2025, closing a stake of 20,674 shares — an estimated $1.61M sold.

InceptionR first reported a position in EW in Q4 2022 and held it in 6 quarters. The position peaked at $1.61M in Q3 2025. 1,314 funds tracked by Wall St. Rank hold EW as of Q4 2025.

InceptionR reported no remaining Edwards Lifesciences position as of Q4 2025 after selling out during the quarter.
InceptionR sold 20,674 Edwards Lifesciences shares in Q4 2025, an estimated $1.61M.
InceptionR first reported a position in Edwards Lifesciences in Q4 2022 and held it in 6 quarters.
InceptionR's Edwards Lifesciences position peaked at $1.61M in Q3 2025.
1,314 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2025.

Based on InceptionR's 13F filing for Q4 2025, filed 11 Feb 2026.