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Lowe Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Lowe Wealth Advisors’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
Q3 		– Sell
-15
Closed -$1.17K – 397
2025
Q2 		$1.17K Hold
15
– – ﹤0.01% 338
2025
Q1 		$1.09K Hold
15
– – ﹤0.01% 346
2024
Q4 		$1.11K Buy
+15
New +$1.05K ﹤0.01% 337

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Lowe Wealth Advisors's EW Position: Q3 2025 in Review

Lowe Wealth Advisors sold out of Edwards Lifesciences (EW) in Q3 2025, closing a stake of 15 shares — an estimated $1.17K sold.

Lowe Wealth Advisors first reported a position in EW in Q4 2024 and held it in 3 quarters. The position peaked at $1.17K in Q2 2025. 1,254 funds tracked by Wall St. Rank hold EW as of Q3 2025.

  • Lowe Wealth Advisors reported no remaining Edwards Lifesciences position as of Q3 2025 after selling out during the quarter.
  • Lowe Wealth Advisors sold 15 Edwards Lifesciences shares in Q3 2025, an estimated $1.17K.
  • Lowe Wealth Advisors first reported a position in Edwards Lifesciences in Q4 2024 and held it in 3 quarters.
  • Lowe Wealth Advisors's Edwards Lifesciences position peaked at $1.17K in Q2 2025.
  • 1,254 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.