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Lindbrook Capital’s Edwards Lifesciences EW Stock Holding History

Lindbrook Capital’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
Q1 		$374K Buy
5,159
+963
+23% +$68.9K 0.03% 270
2024
Q4 		$311K Buy
4,196
+478
+13% +$33.5K 0.03% 303
2024
Q3 		$245K Sell
3,718
-378
-9% -$27.5K 0.02% 345
2024
Q2 		$378K Buy
4,096
+168
+4% +$14.9K 0.04% 245
2024
Q1 		$375K Buy
3,928
+98
+3% +$8.23K 0.04% 247
2023
Q4 		$292K Buy
3,830
+245
+7% +$17K 0.03% 280
2023
Q3 		$248K Sell
3,585
-511
-12% -$41.1K 0.03% 275
2023
Q2 		$386K Buy
4,096
+49
+1% +$4.26K 0.04% 216
2023
Q1 		$335K Buy
4,047
+742
+22% +$58.3K 0.04% 225
2022
Q4 		$247K Sell
3,305
-333
-9% -$25.7K 0.03% 285
2022
Q3 		$301K Sell
3,638
-97
-3% -$9.33K 0.05% 207
2022
Q2 		$355K Buy
3,735
+2,997
+406% +$310K 0.06% 196
2022
Q1 		$87K Buy
738
+94
+15% +$10.5K 0.01% 502
2021
Q4 		$83K Sell
644
-16
-2% -$1.87K 0.01% 544
2021
Q3 		$75K Sell
660
-2
-0.3% -$228 0.02% 333
2021
Q2 		$69K Buy
662
+53
+9% +$5K 0.02% 379
2021
Q1 		$51K Buy
609
+86
+16% +$7.27K 0.01% 435
2020
Q4 		$48K Buy
523
+5
+1% +$415 0.01% 409
2020
Q3 		$41K Sell
518
-10
-2% -$780 0.01% 406
2020
Q2 		$36K Buy
528
+66
+14% +$4.69K 0.01% 438
2020
Q1 		$29K Sell
462
-426
-48% -$30.7K 0.01% 437
2019
Q4 		$69K Hold
888
– – 0.02% 344
2019
Q3 		$65K Buy
888
+78
+10% +$5.48K 0.02% 335
2019
Q2 		$49K Hold
810
– – 0.02% 434
2019
Q1 		$51K Buy
810
+270
+50% +$15.4K 0.02% 399
2018
Q4 		$27K Buy
+540
New +$27.3K 0.01% 514

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Lindbrook Capital's EW Position: Q1 2025 in Review

Lindbrook Capital increased its Edwards Lifesciences (EW) stake by 23% in Q1 2025, buying an estimated $68.9K and bringing the position to 5,159 shares worth $374K. The position accounts for 0.03% of the portfolio, ranked #270.

Lindbrook Capital first reported a position in EW in Q4 2018 and has held it in 26 quarters since. The position peaked at $386K in Q2 2023. 1,205 funds tracked by Wall St. Rank hold EW as of Q1 2025.

  • Lindbrook Capital held 5,159 shares of Edwards Lifesciences worth $374K as of Q1 2025.
  • Lindbrook Capital bought 963 Edwards Lifesciences shares in Q1 2025, an estimated $68.9K.
  • Edwards Lifesciences made up 0.03% of Lindbrook Capital's portfolio in Q1 2025, its #270 holding.
  • Lindbrook Capital first reported a position in Edwards Lifesciences in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Edwards Lifesciences position peaked at $386K in Q2 2023.
  • 1,205 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.