Strait & Sound Wealth Management’s Edwards Lifesciences EW Stock Holding History

Strait & Sound Wealth Management’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	-2,577	Closed	-$200K	–	152
2025 Q3	$200K	Sell	2,577 -165	-6%	-$12.9K	0.08%	145
2025 Q2	$214K	Sell	2,742 -471	-15%	-$35.1K	0.09%	137
2025 Q1	$233K	Hold	3,213	–	–	0.11%	133
2024 Q4	$238K	Hold	3,213	–	–	0.11%	134
2024 Q3	$212K	Buy	3,213 +69	+2%	+$5.01K	0.1%	136
2024 Q2	$290K	Sell	3,144 -681	-18%	-$60.3K	0.15%	111
2024 Q1	$350K	Hold	3,825	–	–	0.2%	85
2023 Q4	$282K	Hold	3,825	–	–	0.18%	99
2023 Q3	$265K	Hold	3,825	–	–	0.23%	103
2023 Q2	$361K	Hold	3,825	–	–	0.36%	63
2023 Q1	$316K	Buy	3,825 +126	+3%	+$9.9K	0.31%	76
2022 Q4	$292K	Buy	+3,699	New	+$285K	0.32%	76

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Norges Bank Oslo, Norway $935B AUM

Strait & Sound Wealth Management's EW Position: Q4 2025 in Review

Strait & Sound Wealth Management sold out of Edwards Lifesciences (EW) in Q4 2025, closing a stake of 2,577 shares — an estimated $200K sold.

Strait & Sound Wealth Management first reported a position in EW in Q4 2022 and held it in 12 quarters. The position peaked at $361K in Q2 2023. 1,313 funds tracked by Wall St. Rank hold EW as of Q4 2025.

Strait & Sound Wealth Management reported no remaining Edwards Lifesciences position as of Q4 2025 after selling out during the quarter.
Strait & Sound Wealth Management sold 2,577 Edwards Lifesciences shares in Q4 2025, an estimated $200K.
Strait & Sound Wealth Management first reported a position in Edwards Lifesciences in Q4 2022 and held it in 12 quarters.
Strait & Sound Wealth Management's Edwards Lifesciences position peaked at $361K in Q2 2023.
1,313 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2025.

Based on Strait & Sound Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.