Terra Alpha Investments’s Edwards Lifesciences EW Stock Holding History

Terra Alpha Investments’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	$1.13M	Sell	13,283 -8,767	-40%	-$719K	1.16%	30
2025 Q3	$1.71M	Sell	22,050 -217	-1%	-$17K	1.75%	23
2025 Q2	$1.74M	Sell	22,267 -333	-1%	-$24.8K	1.81%	24
2025 Q1	$1.64M	Buy	22,600 +1,020	+5%	+$73K	1.78%	21
2024 Q4	$1.6M	Buy	+21,580	New	+$1.51M	1.62%	24

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

Terra Alpha Investments's EW Position: Q4 2025 in Review

Terra Alpha Investments reduced its Edwards Lifesciences (EW) stake by 40% in Q4 2025, selling an estimated $719K and leaving 13,283 shares worth $1.13M. The position accounts for 1.16% of the portfolio, ranked #30.

Terra Alpha Investments first reported a position in EW in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.74M in Q2 2025. 1,313 funds tracked by Wall St. Rank hold EW as of Q4 2025.

Terra Alpha Investments held 13,283 shares of Edwards Lifesciences worth $1.13M as of Q4 2025.
Terra Alpha Investments sold 8,767 Edwards Lifesciences shares in Q4 2025, an estimated $719K.
Edwards Lifesciences made up 1.16% of Terra Alpha Investments's portfolio in Q4 2025, its #30 holding.
Terra Alpha Investments first reported a position in Edwards Lifesciences in Q4 2024 and has held it in 5 quarters since.
Terra Alpha Investments's Edwards Lifesciences position peaked at $1.74M in Q2 2025.
1,313 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2025.

Based on Terra Alpha Investments's 13F filing for Q4 2025, filed 5 Feb 2026.