Oliver Lagore Vanvalin Investment Group’s Edwards Lifesciences EW Stock Holding History

Oliver Lagore Vanvalin Investment 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 Q2	$108K	Buy	+1,490	New	+$111K	0.04%	179
2024 Q4	$110K	Hold	1,490	–	–	0.03%	170
2024 Q3	$98.3K	Hold	1,490	–	–	0.03%	175
2024 Q2	$138K	Hold	1,490	–	–	0.04%	142
2024 Q1	$142K	Hold	1,490	–	–	0.04%	151
2023 Q4	$114K	Sell	1,490 -200	-12%	-$13.9K	0.04%	141
2023 Q3	$117K	Sell	1,690 -10	-0.6%	-$804	0.05%	155
2023 Q2	$160K	Hold	1,700	–	–	0.06%	143
2023 Q1	$141K	Hold	1,700	–	–	0.06%	107
2022 Q4	$127K	Sell	1,700 -82	-5%	-$6.32K	0.07%	111
2022 Q3	$147K	Buy	1,782 +18	+1%	+$1.73K	0.09%	97
2022 Q2	$168K	Buy	1,764 +64	+4%	+$6.63K	0.1%	98
2022 Q1	$200K	Buy	+1,700	New	+$191K	0.13%	95

Other funds holding EW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's EW Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Edwards Lifesciences (EW) in Q2 2025: 1,490 shares worth $108K. The stake represents 0.04% of the portfolio and ranks #179 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in EW as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in EW in Q1 2022 and has held it in 13 quarters since. The position peaked at $200K in Q1 2022. 1,262 funds tracked by Wall St. Rank hold EW as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 1,490 shares of Edwards Lifesciences worth $108K as of Q2 2025.
Edwards Lifesciences was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Edwards Lifesciences made up 0.04% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #179 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Edwards Lifesciences in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Edwards Lifesciences position peaked at $200K in Q1 2022.
1,262 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.