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Rise Advisors’s Edwards Lifesciences EW Stock Holding History

Rise 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
2025
Q4 		– Sell
-469
Closed -$36.5K – 549
2025
Q3 		$36.5K Buy
469
+21
+5% +$1.64K 0.01% 325
2025
Q2 		$35K Hold
448
– – 0.01% 306
2025
Q1 		$32.5K Sell
448
-36
-7% -$2.58K 0.01% 308
2024
Q4 		$35.8K Buy
484
+7
+1% +$490 0.02% 321
2024
Q3 		$31.5K Hold
477
– – 0.02% 396
2024
Q2 		$44.1K Hold
477
– – 0.02% 252
2024
Q1 		$45.6K Buy
477
+265
+125% +$22.3K 0.02% 246
2023
Q4 		$16.2K Hold
212
– – 0.01% 268
2023
Q3 		$14.7K Buy
212
+92
+77% +$7.39K 0.01% 266
2023
Q2 		$11.3K Hold
120
– – 0.01% 323
2023
Q1 		$9.93K Hold
120
– – 0.01% 361
2022
Q4 		$8.95K Hold
120
– – 0.01% 365
2022
Q3 		$10K Buy
+120
New +$11.5K 0.01% 334

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Rise Advisors's EW Position: Q4 2025 in Review

Rise Advisors sold out of Edwards Lifesciences (EW) in Q4 2025, closing a stake of 469 shares — an estimated $36.5K sold.

Rise Advisors first reported a position in EW in Q3 2022 and held it in 13 quarters. The position peaked at $45.6K in Q1 2024. 1,313 funds tracked by Wall St. Rank hold EW as of Q4 2025.

  • Rise Advisors reported no remaining Edwards Lifesciences position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 469 Edwards Lifesciences shares in Q4 2025, an estimated $36.5K.
  • Rise Advisors first reported a position in Edwards Lifesciences in Q3 2022 and held it in 13 quarters.
  • Rise Advisors's Edwards Lifesciences position peaked at $45.6K in Q1 2024.
  • 1,313 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.