PWA
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Provenance Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Provenance Wealth Advisors’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
2026
Q1 		– Sell
-125
Closed -$10.7K – 419
2025
Q4 		$10.7K Hold
125
– – ﹤0.01% 299
2025
Q3 		$9.72K Hold
125
– – ﹤0.01% 325
2025
Q2 		$9.78K Hold
125
– – ﹤0.01% 312
2025
Q1 		$9.06K Hold
125
– – ﹤0.01% 321
2024
Q4 		$9.25K Hold
125
– – ﹤0.01% 319
2024
Q3 		$8.25K Hold
125
– – ﹤0.01% 355
2024
Q2 		$11.5K Hold
125
– – ﹤0.01% 288
2024
Q1 		$11.9K Hold
125
– – ﹤0.01% 312
2023
Q4 		$9.53K Hold
125
– – ﹤0.01% 321
2023
Q3 		$8.66K Buy
+125
New +$10K ﹤0.01% 251

Other funds holding EW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return