Lugano Financial Advisors SA (LFA)’s Edwards Lifesciences EW Stock Holding History

Lugano Financial Advisors SA (LFA)’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	-1,300	Closed	-$102K	–	236
2025 Q2	$102K	Hold	1,300	–	–	0.06%	113
2025 Q1	$94.2K	Hold	1,300	–	–	0.06%	109
2024 Q4	$96.2K	Buy	1,300 +300	+30%	+$21K	0.06%	115
2024 Q3	$66K	Hold	1,000	–	–	0.04%	136
2024 Q2	$92.4K	Buy	+1,000	New	+$88.6K	0.07%	109
2019 Q1	–	Sell	-2,079	Closed	-$121K	–	147
2018 Q4	$121K	Hold	2,079	–	–	0.08%	99
2018 Q3	$121K	Buy	+2,079	New	+$102K	0.08%	99

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State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s EW Position: Q3 2025 in Review

Lugano Financial Advisors SA (LFA) sold out of Edwards Lifesciences (EW) in Q3 2025, closing a stake of 1,300 shares — an estimated $102K sold.

Lugano Financial Advisors SA (LFA) first reported a position in EW in Q3 2018 and held it in 7 quarters. The position peaked at $121K in Q4 2018. 1,255 funds tracked by Wall St. Rank hold EW as of Q3 2025.

Lugano Financial Advisors SA (LFA) reported no remaining Edwards Lifesciences position as of Q3 2025 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 1,300 Edwards Lifesciences shares in Q3 2025, an estimated $102K.
Lugano Financial Advisors SA (LFA) first reported a position in Edwards Lifesciences in Q3 2018 and held it in 7 quarters.
Lugano Financial Advisors SA (LFA)'s Edwards Lifesciences position peaked at $121K in Q4 2018.
1,255 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2025.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q3 2025, filed 5 Nov 2025.