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Roundview Capital’s Edwards Lifesciences EW Stock Holding History

Roundview Capital’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
-18,581
Closed -$1.38M – 328
2024
Q4 		$1.38M Sell
18,581
-312
-2% -$21.8K 0.1% 183
2024
Q3 		$1.25M Buy
+18,893
New +$1.37M 0.09% 194
2023
Q4 		– Sell
-12,314
Closed -$853K – 310
2023
Q3 		$853K Hold
12,314
– – 0.09% 203
2023
Q2 		$1.16M Buy
12,314
+1,284
+12% +$112K 0.11% 177
2023
Q1 		$913K Buy
+11,030
New +$867K 0.1% 195

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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

Roundview Capital's EW Position: Q1 2025 in Review

Roundview Capital sold out of Edwards Lifesciences (EW) in Q1 2025, closing a stake of 18,581 shares — an estimated $1.38M sold.

Roundview Capital first reported a position in EW in Q1 2023 and held it in 5 quarters. The position peaked at $1.38M in Q4 2024. 1,207 funds tracked by Wall St. Rank hold EW as of Q1 2025.

  • Roundview Capital reported no remaining Edwards Lifesciences position as of Q1 2025 after selling out during the quarter.
  • Roundview Capital sold 18,581 Edwards Lifesciences shares in Q1 2025, an estimated $1.38M.
  • Roundview Capital first reported a position in Edwards Lifesciences in Q1 2023 and held it in 5 quarters.
  • Roundview Capital's Edwards Lifesciences position peaked at $1.38M in Q4 2024.
  • 1,207 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2025.

Based on Roundview Capital's 13F filing for Q1 2025, filed 6 May 2025.