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Oak Harbor Wealth Partners’s Edwards Lifesciences EW Stock Holding History

Oak Harbor Wealth Partners’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
-3,276
Closed -$237K – 252
2025
Q1 		$237K Sell
3,276
-4,302
-57% -$308K 0.07% 183
2024
Q4 		$561K Sell
7,578
-47
-0.6% -$3.29K 0.16% 111
2024
Q3 		$503K Buy
7,625
+111
+1% +$8.06K 0.14% 118
2024
Q2 		$694K Buy
7,514
+341
+5% +$30.2K 0.22% 94
2024
Q1 		$685K Buy
7,173
+374
+6% +$31.4K 0.21% 101
2023
Q4 		$518K Sell
6,799
-129
-2% -$8.98K 0.17% 107
2023
Q3 		$480K Buy
6,928
+887
+15% +$71.3K 0.17% 110
2023
Q2 		$570K Sell
6,041
-176
-3% -$15.3K 0.19% 104
2023
Q1 		$514K Buy
6,217
+2,711
+77% +$213K 0.19% 107
2022
Q4 		$262K Sell
3,506
-1,411
-29% -$109K 0.1% 136
2022
Q3 		$406K Buy
4,917
+368
+8% +$35.4K 0.16% 108
2022
Q2 		$433K Buy
4,549
+1,376
+43% +$142K 0.17% 101
2022
Q1 		$374K Buy
3,173
+437
+16% +$49K 0.12% 119
2021
Q4 		$354K Buy
+2,736
New +$319K 0.12% 119

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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

Oak Harbor Wealth Partners's EW Position: Q2 2025 in Review

Oak Harbor Wealth Partners sold out of Edwards Lifesciences (EW) in Q2 2025, closing a stake of 3,276 shares — an estimated $237K sold.

Oak Harbor Wealth Partners first reported a position in EW in Q4 2021 and held it in 14 quarters. The position peaked at $694K in Q2 2024. 1,261 funds tracked by Wall St. Rank hold EW as of Q2 2025.

  • Oak Harbor Wealth Partners reported no remaining Edwards Lifesciences position as of Q2 2025 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 3,276 Edwards Lifesciences shares in Q2 2025, an estimated $237K.
  • Oak Harbor Wealth Partners first reported a position in Edwards Lifesciences in Q4 2021 and held it in 14 quarters.
  • Oak Harbor Wealth Partners's Edwards Lifesciences position peaked at $694K in Q2 2024.
  • 1,261 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2025.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2025, filed 31 Jul 2025.