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Rockline Wealth Management’s Edwards Lifesciences EW Stock Holding History

Rockline Wealth Management’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
-2,772
Closed -$216K – 107
2025
Q3 		$216K Hold
2,772
– – 0.04% 98
2025
Q2 		$217K Hold
2,772
– – 0.05% 93
2025
Q1 		$201K Hold
2,772
– – 0.06% 95
2024
Q4 		$205K Buy
+2,772
New +$194K 0.05% 100
2024
Q3 		– Sell
-2,772
Closed -$256K – 102
2024
Q2 		$256K Buy
+2,772
New +$245K 0.08% 87

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Rockline Wealth Management's EW Position: Q4 2025 in Review

Rockline Wealth Management sold out of Edwards Lifesciences (EW) in Q4 2025, closing a stake of 2,772 shares — an estimated $216K sold.

Rockline Wealth Management first reported a position in EW in Q2 2024 and held it in 5 quarters. The position peaked at $256K in Q2 2024. 1,314 funds tracked by Wall St. Rank hold EW as of Q4 2025.

  • Rockline Wealth Management reported no remaining Edwards Lifesciences position as of Q4 2025 after selling out during the quarter.
  • Rockline Wealth Management sold 2,772 Edwards Lifesciences shares in Q4 2025, an estimated $216K.
  • Rockline Wealth Management first reported a position in Edwards Lifesciences in Q2 2024 and held it in 5 quarters.
  • Rockline Wealth Management's Edwards Lifesciences position peaked at $256K in Q2 2024.
  • 1,314 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2025.

Based on Rockline Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.