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Roberts Capital Advisors’s Edwards Lifesciences EW Stock Holding History

Roberts Capital 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
Q1 		– Sell
-4,192
Closed -$310K – 91
2024
Q4 		$310K Hold
4,192
– – 0.26% 76
2024
Q3 		$277K Hold
4,192
– – 0.24% 81
2024
Q2 		$401K Hold
4,192
– – 0.38% 73
2024
Q1 		$401K Buy
+4,192
New +$352K 0.38% 73
2022
Q3 		$371K Hold
4,494
– – 0.54% 58
2022
Q2 		$427K Hold
4,494
– – 0.59% 56
2022
Q1 		$529K Hold
4,494
– – 0.55% 59
2021
Q4 		$582K Buy
+4,494
New +$524K 0.54% 56

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Roberts Capital Advisors's EW Position: Q1 2025 in Review

Roberts Capital Advisors sold out of Edwards Lifesciences (EW) in Q1 2025, closing a stake of 4,192 shares — an estimated $310K sold.

Roberts Capital Advisors first reported a position in EW in Q4 2021 and held it in 8 quarters. The position peaked at $582K in Q4 2021. 1,207 funds tracked by Wall St. Rank hold EW as of Q1 2025.

  • Roberts Capital Advisors reported no remaining Edwards Lifesciences position as of Q1 2025 after selling out during the quarter.
  • Roberts Capital Advisors sold 4,192 Edwards Lifesciences shares in Q1 2025, an estimated $310K.
  • Roberts Capital Advisors first reported a position in Edwards Lifesciences in Q4 2021 and held it in 8 quarters.
  • Roberts Capital Advisors's Edwards Lifesciences position peaked at $582K in Q4 2021.
  • 1,207 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2025.

Based on Roberts Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.