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Midland Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Midland 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
Q2 		– Sell
-4,950
Closed -$359K – 180
2025
Q1 		$359K Hold
4,950
– – 0.02% 140
2024
Q4 		$366K Sell
4,950
-895
-15% -$62.6K 0.02% 149
2024
Q3 		$386K Buy
5,845
+132
+2% +$9.59K 0.02% 151
2024
Q2 		$528K Sell
5,713
-200
-3% -$17.7K 0.03% 135
2024
Q1 		$565K Sell
5,913
-200
-3% -$16.8K 0.03% 126
2023
Q4 		$466K Buy
+6,113
New +$425K 0.03% 140

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Midland Wealth Advisors's EW Position: Q2 2025 in Review

Midland Wealth Advisors sold out of Edwards Lifesciences (EW) in Q2 2025, closing a stake of 4,950 shares — an estimated $359K sold.

Midland Wealth Advisors first reported a position in EW in Q4 2023 and held it in 6 quarters. The position peaked at $565K in Q1 2024. 1,261 funds tracked by Wall St. Rank hold EW as of Q2 2025.

  • Midland Wealth Advisors reported no remaining Edwards Lifesciences position as of Q2 2025 after selling out during the quarter.
  • Midland Wealth Advisors sold 4,950 Edwards Lifesciences shares in Q2 2025, an estimated $359K.
  • Midland Wealth Advisors first reported a position in Edwards Lifesciences in Q4 2023 and held it in 6 quarters.
  • Midland Wealth Advisors's Edwards Lifesciences position peaked at $565K in Q1 2024.
  • 1,261 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2025.

Based on Midland Wealth Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.