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Legacy Wealth Management (Mississippi)’s Edwards Lifesciences EW Stock Holding History

Legacy Wealth Management (Mississippi)’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
-3,045
Closed -$221K – 100
2025
Q1 		$221K Sell
3,045
-11,036
-78% -$790K 0.07% 93
2024
Q4 		$1.04M Hold
14,081
– – 0.41% 42
2024
Q3 		$929K Buy
14,081
+4,605
+49% +$335K 0.34% 50
2024
Q2 		$875K Hold
9,476
– – 0.37% 46
2024
Q1 		$906K Sell
9,476
-195
-2% -$16.4K 0.41% 45
2023
Q4 		$737K Buy
9,671
+278
+3% +$19.3K 0.36% 50
2023
Q3 		$651K Sell
9,393
-25
-0.3% -$2.01K 0.34% 54
2023
Q2 		$888K Sell
9,418
-10
-0.1% -$869 0.45% 48
2023
Q1 		$780K Hold
9,428
– – 0.43% 48
2022
Q4 		$703K Sell
9,428
-80
-0.8% -$6.17K 0.42% 48
2022
Q3 		$786K Hold
9,508
– – 0.53% 49
2022
Q2 		$904K Sell
9,508
-104
-1% -$10.8K 0.55% 54
2022
Q1 		$1.13M Buy
9,612
+47
+0.5% +$5.27K 0.59% 55
2021
Q4 		$1.24M Buy
9,565
+33
+0.3% +$3.85K 0.63% 46
2021
Q3 		$1.08M Hold
9,532
– – 0.58% 51
2021
Q2 		$987K Hold
9,532
– – 0.55% 51
2021
Q1 		$797K Hold
9,532
– – 0.48% 54
2020
Q4 		$870K Hold
9,532
– – 0.55% 51
2020
Q3 		$761K Hold
9,532
– – 0.52% 52
2020
Q2 		$659K Buy
9,532
+622
+7% +$44.2K 0.5% 58
2020
Q1 		$560K Buy
+8,910
New +$643K 0.52% 57

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s EW Position: Q2 2025 in Review

Legacy Wealth Management (Mississippi) sold out of Edwards Lifesciences (EW) in Q2 2025, closing a stake of 3,045 shares — an estimated $221K sold.

Legacy Wealth Management (Mississippi) first reported a position in EW in Q1 2020 and held it in 21 quarters. The position peaked at $1.24M in Q4 2021. 1,259 funds tracked by Wall St. Rank hold EW as of Q2 2025.

  • Legacy Wealth Management (Mississippi) reported no remaining Edwards Lifesciences position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 3,045 Edwards Lifesciences shares in Q2 2025, an estimated $221K.
  • Legacy Wealth Management (Mississippi) first reported a position in Edwards Lifesciences in Q1 2020 and held it in 21 quarters.
  • Legacy Wealth Management (Mississippi)'s Edwards Lifesciences position peaked at $1.24M in Q4 2021.
  • 1,259 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2025.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2025, filed 1 Jul 2025.