Litman Gregory Wealth Management’s Edwards Lifesciences EW Stock Holding History

Litman Gregory 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 Q4	$10.6M	Sell	123,807 -9,320	-7%	-$765K	0.77%	33
2025 Q3	$10.4M	Sell	133,127 -11,665	-8%	-$911K	0.77%	33
2025 Q2	$11.3M	Sell	144,792 -16,844	-10%	-$1.26M	0.89%	30
2025 Q1	$11.7M	Buy	161,636 +3,690	+2%	+$264K	1%	27
2024 Q4	$11.7M	Sell	157,946 -3,425	-2%	-$240K	1.01%	29
2024 Q3	$10.6M	Buy	161,371 +31,997	+25%	+$2.32M	0.89%	30
2024 Q2	$12M	Buy	129,374 +2,997	+2%	+$265K	1.06%	26
2024 Q1	$12.1M	Sell	126,377 -70	-0.1%	-$5.88K	1.1%	23
2023 Q4	$9.64M	Buy	126,447 +997	+0.8%	+$69.4K	0.91%	25
2023 Q3	$8.69M	Buy	+125,450	New	+$10.1M	0.9%	25

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

Litman Gregory Wealth Management's EW Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its Edwards Lifesciences (EW) stake by 7% in Q4 2025, selling an estimated $765K and leaving 123,807 shares worth $10.6M. The position accounts for 0.77% of the portfolio, ranked #33.

Litman Gregory Wealth Management first reported a position in EW in Q3 2023 and has held it in 10 quarters since. The position peaked at $12.1M in Q1 2024. 1,314 funds tracked by Wall St. Rank hold EW as of Q4 2025.

Litman Gregory Wealth Management held 123,807 shares of Edwards Lifesciences worth $10.6M as of Q4 2025.
Litman Gregory Wealth Management sold 9,320 Edwards Lifesciences shares in Q4 2025, an estimated $765K.
Edwards Lifesciences made up 0.77% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #33 holding.
Litman Gregory Wealth Management first reported a position in Edwards Lifesciences in Q3 2023 and has held it in 10 quarters since.
Litman Gregory Wealth Management's Edwards Lifesciences position peaked at $12.1M in Q1 2024.
1,314 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.