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Summit Wealth Group (Colorado)’s Edwards Lifesciences EW Stock Holding History

Summit Wealth Group (Colorado)’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
-1,180
Closed -$292K – 320
2025
Q3 		$292K Buy
+1,180
New +$92.2K 0.05% 197

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State Street
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Wellington Management Group
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Bank of New York Mellon
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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
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Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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Summit Wealth Group (Colorado)'s EW Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Edwards Lifesciences (EW) in Q4 2025, closing a stake of 1,180 shares — an estimated $292K sold.

Summit Wealth Group (Colorado) first reported a position in EW in Q3 2025 and held it in 1 quarter. The position peaked at $292K in Q3 2025. 1,314 funds tracked by Wall St. Rank hold EW as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Edwards Lifesciences position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,180 Edwards Lifesciences shares in Q4 2025, an estimated $292K.
  • Summit Wealth Group (Colorado) first reported a position in Edwards Lifesciences in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Edwards Lifesciences position peaked at $292K in Q3 2025.
  • 1,314 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.