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JFG Wealth Management’s Edwards Lifesciences EW Stock Holding History

JFG 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
Q2 		– Sell
-4,580
Closed -$332K – 70
2025
Q1 		$332K Buy
4,580
+596
+15% +$42.7K 0.08% 63
2024
Q4 		$295K Buy
+3,984
New +$279K 0.07% 81

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Wellington Management Group
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Bank of New York Mellon
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Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

JFG Wealth Management's EW Position: Q2 2025 in Review

JFG Wealth Management sold out of Edwards Lifesciences (EW) in Q2 2025, closing a stake of 4,580 shares — an estimated $332K sold.

JFG Wealth Management first reported a position in EW in Q4 2024 and held it in 2 quarters. The position peaked at $332K in Q1 2025. 1,261 funds tracked by Wall St. Rank hold EW as of Q2 2025.

  • JFG Wealth Management reported no remaining Edwards Lifesciences position as of Q2 2025 after selling out during the quarter.
  • JFG Wealth Management sold 4,580 Edwards Lifesciences shares in Q2 2025, an estimated $332K.
  • JFG Wealth Management first reported a position in Edwards Lifesciences in Q4 2024 and held it in 2 quarters.
  • JFG Wealth Management's Edwards Lifesciences position peaked at $332K in Q1 2025.
  • 1,261 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2025.

Based on JFG Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.