ORG Wealth Partners’s Edwards Lifesciences EW Stock Holding History

ORG 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	-535	Closed	-$38.5K	–	672
2025 Q1	$38.5K	Buy	+535	New	+$38.3K	0.01%	373

Other funds holding EW

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

ORG Wealth Partners's EW Position: Q2 2025 in Review

ORG Wealth Partners sold out of Edwards Lifesciences (EW) in Q2 2025, closing a stake of 535 shares — an estimated $38.5K sold.

ORG Wealth Partners first reported a position in EW in Q1 2025 and held it in 1 quarter. The position peaked at $38.5K in Q1 2025. 1,259 funds tracked by Wall St. Rank hold EW as of Q2 2025.

ORG Wealth Partners reported no remaining Edwards Lifesciences position as of Q2 2025 after selling out during the quarter.
ORG Wealth Partners sold 535 Edwards Lifesciences shares in Q2 2025, an estimated $38.5K.
ORG Wealth Partners first reported a position in Edwards Lifesciences in Q1 2025 and held it in 1 quarter.
ORG Wealth Partners's Edwards Lifesciences position peaked at $38.5K in Q1 2025.
1,259 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2025.

Based on ORG Wealth Partners's 13F filing for Q2 2025, filed 16 Jul 2025.