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Stephens Consulting’s Edwards Lifesciences EW Stock Holding History

Stephens Consulting’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
-28
Closed -$2.19K – 652
2025
Q2 		$2.19K Buy
+28
New +$2.09K ﹤0.01% 493
2022
Q4 		– Sell
-226
Closed -$18.7K – 525
2022
Q3 		$18.7K Hold
226
– – 0.02% 259
2022
Q2 		$21.5K Hold
226
– – 0.02% 236
2022
Q1 		$26.6K Hold
226
– – 0.02% 245
2021
Q4 		$29.3K Buy
+226
New +$26.4K 0.02% 253

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Stephens Consulting's EW Position: Q3 2025 in Review

Stephens Consulting sold out of Edwards Lifesciences (EW) in Q3 2025, closing a stake of 28 shares — an estimated $2.19K sold.

Stephens Consulting first reported a position in EW in Q4 2021 and held it in 5 quarters. The position peaked at $29.3K in Q4 2021. 1,253 funds tracked by Wall St. Rank hold EW as of Q3 2025.

  • Stephens Consulting reported no remaining Edwards Lifesciences position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 28 Edwards Lifesciences shares in Q3 2025, an estimated $2.19K.
  • Stephens Consulting first reported a position in Edwards Lifesciences in Q4 2021 and held it in 5 quarters.
  • Stephens Consulting's Edwards Lifesciences position peaked at $29.3K in Q4 2021.
  • 1,253 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.