Stonebrook Private’s Edwards Lifesciences EW Stock Holding History

Stonebrook Private’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 Q4	–	Sell	-4,412	Closed	-$343K	–	214
2025 Q3	$343K	Sell	4,412 -305	-6%	-$23.8K	0.07%	153
2025 Q2	$369K	Sell	4,717 -14	-0.3%	-$1.04K	0.09%	144
2025 Q1	$343K	Sell	4,731 -4,523	-49%	-$324K	0.09%	142
2024 Q4	$685K	Sell	9,254 -590	-6%	-$41.3K	0.18%	98
2024 Q3	$650K	Sell	9,844 -149	-1%	-$10.8K	0.17%	106
2024 Q2	$923K	Buy	9,993 +1,726	+21%	+$153K	0.27%	82
2024 Q1	$790K	Buy	8,267 +708	+9%	+$59.5K	0.23%	89
2023 Q4	$576K	Buy	+7,559	New	+$526K	0.19%	100

Other funds holding EW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Stonebrook Private's EW Position: Q4 2025 in Review

Stonebrook Private sold out of Edwards Lifesciences (EW) in Q4 2025, closing a stake of 4,412 shares — an estimated $343K sold.

Stonebrook Private first reported a position in EW in Q4 2023 and held it in 8 quarters. The position peaked at $923K in Q2 2024. 1,314 funds tracked by Wall St. Rank hold EW as of Q4 2025.

Stonebrook Private reported no remaining Edwards Lifesciences position as of Q4 2025 after selling out during the quarter.
Stonebrook Private sold 4,412 Edwards Lifesciences shares in Q4 2025, an estimated $343K.
Stonebrook Private first reported a position in Edwards Lifesciences in Q4 2023 and held it in 8 quarters.
Stonebrook Private's Edwards Lifesciences position peaked at $923K in Q2 2024.
1,314 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2025.

Based on Stonebrook Private's 13F filing for Q4 2025, filed 11 Feb 2026.