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Orion Portfolio Solutions’s Edwards Lifesciences EW Stock Holding History

Orion Portfolio Solutions’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 		$1.53M Sell
21,066
-492
-2% -$35.2K 0.02% 858
2024
Q4 		$1.6M Sell
21,558
-8,974
-29% -$628K 0.02% 806
2024
Q3 		$2.01M Buy
+30,532
New +$2.22M 0.02% 685
2023
Q3 		– Sell
-42,298
Closed -$3.99M – 1632
2023
Q2 		$3.99M Sell
42,298
-6,433
-13% -$559K 0.04% 379
2023
Q1 		$4.03M Buy
48,731
+45,308
+1,324% +$3.56M 0.05% 324
2022
Q4 		$255K Buy
3,423
+146
+4% +$11.3K 0.01% 707
2022
Q3 		$271K Buy
3,277
+14
+0.4% +$1.35K 0.01% 610
2022
Q2 		$310K Sell
3,263
-445
-12% -$46.1K 0.01% 541
2022
Q1 		$437K Buy
3,708
+234
+7% +$26.3K 0.02% 463
2021
Q4 		$450K Buy
3,474
+123
+4% +$14.3K 0.02% 453
2021
Q3 		$379K Buy
3,351
+886
+36% +$101K 0.01% 463
2021
Q2 		$255K Sell
2,465
-39
-2% -$3.68K 0.01% 527
2021
Q1 		$209K Sell
2,504
-39
-2% -$3.3K 0.01% 517
2020
Q4 		$232K Buy
+2,543
New +$211K 0.01% 451
2020
Q3 		– Sell
-2,513
Closed -$174K – 920
2020
Q2 		$174K Buy
2,513
+800
+47% +$56.9K 0.01% 436
2020
Q1 		$108K Buy
1,713
+360
+27% +$26K 0.01% 430
2019
Q4 		$105K Buy
+1,353
New +$106K 0.01% 410

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Orion Portfolio Solutions's EW Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Edwards Lifesciences (EW) stake by 2.3% in Q1 2025, selling an estimated $35.2K and leaving 21,066 shares worth $1.53M. The position accounts for 0.02% of the portfolio, ranked #858.

Orion Portfolio Solutions first reported a position in EW in Q4 2019 and has held it in 17 quarters since. The position peaked at $4.03M in Q1 2023. 1,204 funds tracked by Wall St. Rank hold EW as of Q1 2025.

  • Orion Portfolio Solutions held 21,066 shares of Edwards Lifesciences worth $1.53M as of Q1 2025.
  • Orion Portfolio Solutions sold 492 Edwards Lifesciences shares in Q1 2025, an estimated $35.2K.
  • Edwards Lifesciences made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #858 holding.
  • Orion Portfolio Solutions first reported a position in Edwards Lifesciences in Q4 2019 and has held it in 17 quarters since.
  • Orion Portfolio Solutions's Edwards Lifesciences position peaked at $4.03M in Q1 2023.
  • 1,204 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.