SO
EW icon

Sierra Ocean’s Edwards Lifesciences EW Stock Holding History

Sierra Ocean’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 		– Sell
-1,350
Closed -$106K – 351
2025
Q2 		$106K Buy
1,350
+30
+2% +$2.24K 0.08% 101
2025
Q1 		$95.7K Hold
1,320
– – 0.08% 101
2024
Q4 		$97.7K Buy
+1,320
New +$92.4K 0.08% 99

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Sierra Ocean's EW Position: Q3 2025 in Review

Sierra Ocean sold out of Edwards Lifesciences (EW) in Q3 2025, closing a stake of 1,350 shares — an estimated $106K sold.

Sierra Ocean first reported a position in EW in Q4 2024 and held it in 3 quarters. The position peaked at $106K in Q2 2025. 1,254 funds tracked by Wall St. Rank hold EW as of Q3 2025.

  • Sierra Ocean reported no remaining Edwards Lifesciences position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 1,350 Edwards Lifesciences shares in Q3 2025, an estimated $106K.
  • Sierra Ocean first reported a position in Edwards Lifesciences in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's Edwards Lifesciences position peaked at $106K in Q2 2025.
  • 1,254 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.