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Marshall & Sterling Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Marshall & Sterling 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
Q4 		– Sell
-16
Closed -$1.24K – 436
2025
Q3 		$1.24K Hold
16
– – ﹤0.01% 580
2025
Q2 		$1.25K Hold
16
– – ﹤0.01% 570
2025
Q1 		$1.16K Buy
+16
New +$1.15K ﹤0.01% 576

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Marshall & Sterling Wealth Advisors's EW Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Edwards Lifesciences (EW) in Q4 2025, closing a stake of 16 shares — an estimated $1.24K sold.

Marshall & Sterling Wealth Advisors first reported a position in EW in Q1 2025 and held it in 3 quarters. The position peaked at $1.25K in Q2 2025. 1,315 funds tracked by Wall St. Rank hold EW as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Edwards Lifesciences position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 16 Edwards Lifesciences shares in Q4 2025, an estimated $1.24K.
  • Marshall & Sterling Wealth Advisors first reported a position in Edwards Lifesciences in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Edwards Lifesciences position peaked at $1.25K in Q2 2025.
  • 1,315 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.