Shorepoint Capital Partners’s Edwards Lifesciences EW Stock Holding History

Shorepoint Capital Partners’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 Q3	$5.19M	Buy	+66,747	New	+$5.22M	1.03%	35
2025 Q1	$5.12M	Buy	70,663 +1,001	+1%	+$71.6K	1.16%	30
2024 Q4	$5.16M	Buy	69,662 +1,737	+3%	+$122K	1.18%	28
2024 Q3	$4.48M	Buy	67,925 +1,701	+3%	+$124K	1.02%	37
2024 Q2	$6.12M	Buy	66,224 +2,149	+3%	+$190K	1.44%	23
2024 Q1	$6.12M	Sell	64,075 -977	-2%	-$82.1K	1.5%	23
2023 Q4	$4.96M	Sell	65,052 -2,704	-4%	-$188K	1.33%	28
2023 Q3	$4.69M	Sell	67,756 -3,782	-5%	-$304K	1.38%	26
2023 Q2	$6.75M	Buy	71,538 +438	+0.6%	+$38.1K	1.9%	15
2023 Q1	$5.88M	Buy	71,100 +5,675	+9%	+$446K	1.68%	17
2022 Q4	$4.88M	Buy	+65,425	New	+$5.04M	1.36%	23

Other funds holding EW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Shorepoint Capital Partners's EW Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in Edwards Lifesciences (EW) in Q3 2025: 66,747 shares worth $5.19M. The stake represents 1.03% of the portfolio and ranks #35 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in EW as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in EW in Q4 2022 and has held it in 11 quarters since. The position peaked at $6.75M in Q2 2023. 1,253 funds tracked by Wall St. Rank hold EW as of Q3 2025.

Shorepoint Capital Partners held 66,747 shares of Edwards Lifesciences worth $5.19M as of Q3 2025.
Edwards Lifesciences was a new Shorepoint Capital Partners position in Q3 2025.
Edwards Lifesciences made up 1.03% of Shorepoint Capital Partners's portfolio in Q3 2025, its #35 holding.
Shorepoint Capital Partners first reported a position in Edwards Lifesciences in Q4 2022 and has held it in 11 quarters since.
Shorepoint Capital Partners's Edwards Lifesciences position peaked at $6.75M in Q2 2023.
1,253 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.