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Nicolet Advisory Services’s Edwards Lifesciences EW Stock Holding History

Nicolet Advisory Services’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 		$242K Buy
2,919
+76
+3% +$6.24K 0.02% 368
2025
Q3 		$218K Sell
2,843
-96
-3% -$7.5K 0.02% 377
2025
Q2 		$233K Buy
+2,939
New +$219K 0.02% 363

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Nicolet Advisory Services's EW Position: Q4 2025 in Review

Nicolet Advisory Services increased its Edwards Lifesciences (EW) stake by 2.7% in Q4 2025, buying an estimated $6.24K and bringing the position to 2,919 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #368.

Nicolet Advisory Services first reported a position in EW in Q2 2025 and has held it in 3 quarters since. 1,313 funds tracked by Wall St. Rank hold EW as of Q4 2025.

  • Nicolet Advisory Services held 2,919 shares of Edwards Lifesciences worth $242K as of Q4 2025.
  • Nicolet Advisory Services bought 76 Edwards Lifesciences shares in Q4 2025, an estimated $6.24K.
  • Edwards Lifesciences made up 0.02% of Nicolet Advisory Services's portfolio in Q4 2025, its #368 holding.
  • Nicolet Advisory Services first reported a position in Edwards Lifesciences in Q2 2025 and has held it in 3 quarters since.
  • 1,313 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.