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Net Worth Advisory Group’s Edwards Lifesciences EW Stock Holding History

Net Worth Advisory Group’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
Q1 		– Sell
-6,399
Closed -$474K – 383
2024
Q4 		$474K Sell
6,399
-217
-3% -$15.2K 0.14% 179
2024
Q3 		$437K Buy
+6,616
New +$481K 0.13% 189

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Net Worth Advisory Group's EW Position: Q1 2025 in Review

Net Worth Advisory Group sold out of Edwards Lifesciences (EW) in Q1 2025, closing a stake of 6,399 shares — an estimated $474K sold.

Net Worth Advisory Group first reported a position in EW in Q3 2024 and held it in 2 quarters. The position peaked at $474K in Q4 2024. 1,207 funds tracked by Wall St. Rank hold EW as of Q1 2025.

  • Net Worth Advisory Group reported no remaining Edwards Lifesciences position as of Q1 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 6,399 Edwards Lifesciences shares in Q1 2025, an estimated $474K.
  • Net Worth Advisory Group first reported a position in Edwards Lifesciences in Q3 2024 and held it in 2 quarters.
  • Net Worth Advisory Group's Edwards Lifesciences position peaked at $474K in Q4 2024.
  • 1,207 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2025.

Based on Net Worth Advisory Group's 13F filing for Q1 2025, filed 15 Apr 2025.