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Spectrum Wealth Counsel’s Edwards Lifesciences EW Stock Holding History

Spectrum Wealth Counsel’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 		$224K Sell
3,088
-55
-2% -$3.94K 0.03% 117
2024
Q4 		$233K Sell
3,143
-46
-1% -$3.22K 0.03% 112
2024
Q3 		$210K Sell
3,189
-35
-1% -$2.54K 0.02% 114
2024
Q2 		$298K Sell
3,224
-55
-2% -$4.87K 0.04% 108
2024
Q1 		$313K Hold
3,279
– – 0.04% 121
2023
Q4 		$250K Buy
+3,279
New +$228K 0.03% 123

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Spectrum Wealth Counsel's EW Position: Q1 2025 in Review

Spectrum Wealth Counsel reduced its Edwards Lifesciences (EW) stake by 1.7% in Q1 2025, selling an estimated $3.94K and leaving 3,088 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #117.

Spectrum Wealth Counsel first reported a position in EW in Q4 2023 and has held it in 6 quarters since. The position peaked at $313K in Q1 2024. 1,204 funds tracked by Wall St. Rank hold EW as of Q1 2025.

  • Spectrum Wealth Counsel held 3,088 shares of Edwards Lifesciences worth $224K as of Q1 2025.
  • Spectrum Wealth Counsel sold 55 Edwards Lifesciences shares in Q1 2025, an estimated $3.94K.
  • Edwards Lifesciences made up 0.03% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #117 holding.
  • Spectrum Wealth Counsel first reported a position in Edwards Lifesciences in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's Edwards Lifesciences position peaked at $313K in Q1 2024.
  • 1,204 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.