LJAC
EW icon

L.J. Altfest & Co’s Edwards Lifesciences EW Stock Holding History

L.J. Altfest & Co’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
-6,530
Closed -$508K – 348
2025
Q3 		$508K Buy
6,530
+1,894
+41% +$148K 0.06% 229
2025
Q2 		$363K Buy
+4,636
New +$346K 0.04% 259
2023
Q4 		– Sell
-7,633
Closed -$529K – 309
2023
Q3 		$529K Buy
7,633
+41
+0.5% +$3.29K 0.08% 168
2023
Q2 		$716K Sell
7,592
-103
-1% -$8.95K 0.11% 132
2023
Q1 		$637K Buy
7,695
+3,604
+88% +$283K 0.1% 137
2022
Q4 		$305K Buy
4,091
+736
+22% +$56.7K 0.05% 212
2022
Q3 		$277K Buy
3,355
+2
+0.1% +$192 0.05% 217
2022
Q2 		$319K Sell
3,353
-25
-0.7% -$2.59K 0.06% 196
2022
Q1 		$398K Buy
+3,378
New +$379K 0.07% 172

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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 $167B AUM 44.17% 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

L.J. Altfest & Co's EW Position: Q4 2025 in Review

L.J. Altfest & Co sold out of Edwards Lifesciences (EW) in Q4 2025, closing a stake of 6,530 shares — an estimated $508K sold.

L.J. Altfest & Co first reported a position in EW in Q1 2022 and held it in 9 quarters. The position peaked at $716K in Q2 2023. 1,314 funds tracked by Wall St. Rank hold EW as of Q4 2025.

  • L.J. Altfest & Co reported no remaining Edwards Lifesciences position as of Q4 2025 after selling out during the quarter.
  • L.J. Altfest & Co sold 6,530 Edwards Lifesciences shares in Q4 2025, an estimated $508K.
  • L.J. Altfest & Co first reported a position in Edwards Lifesciences in Q1 2022 and held it in 9 quarters.
  • L.J. Altfest & Co's Edwards Lifesciences position peaked at $716K in Q2 2023.
  • 1,314 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2025.

Based on L.J. Altfest & Co's 13F filing for Q4 2025, filed 23 Jan 2026.