Tortoise Investment Management’s Edwards Lifesciences EW Stock Holding History

Tortoise Investment 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	-1,336	Closed	-$104K	–	631
2025 Q3	$104K	Hold	1,336	–	–	0.01%	300
2025 Q2	$104K	Buy	1,336 +30	+2%	+$2.24K	0.01%	291
2025 Q1	$94.7K	Hold	1,306	–	–	0.01%	296
2024 Q4	$96.7K	Hold	1,306	–	–	0.01%	316
2024 Q3	$86.2K	Hold	1,306	–	–	0.01%	331
2024 Q2	$121K	Hold	1,306	–	–	0.01%	274
2024 Q1	$125K	Sell	1,306 -135	-9%	-$11.3K	0.02%	268
2023 Q4	$110K	Buy	1,441 +841	+140%	+$58.5K	0.01%	266
2023 Q3	$41.6K	Hold	600	–	–	0.01%	362
2023 Q2	$56.6K	Buy	+600	New	+$52.1K	0.01%	337
2020 Q2	–	Sell	-12	Closed	-$1K	–	523
2020 Q1	$1K	Hold	12	–	–	﹤0.01%	513
2019 Q4	$1K	Hold	12	–	–	﹤0.01%	565
2019 Q3	$1K	Hold	12	–	–	﹤0.01%	566
2019 Q2	$1K	Hold	12	–	–	﹤0.01%	598
2019 Q1	$1K	Buy	+12	New	+$685	﹤0.01%	592
2016 Q4	–	Sell	-12	Closed	–	–	492
2016 Q3	$0	Hold	12	–	–	﹤0.01%	458
2016 Q2	$0	Hold	12	–	–	﹤0.01%	497
2016 Q1	$0	Hold	12	–	–	﹤0.01%	403
2015 Q4	$0	Hold	12	–	–	﹤0.01%	416
2015 Q3	$0	Hold	12	–	–	﹤0.01%	412
2015 Q2	$0	Hold	12	–	–	﹤0.01%	435
2015 Q1	$0	Hold	12	–	–	﹤0.01%	443
2014 Q4	$0	Hold	12	–	–	﹤0.01%	475
2014 Q3	$0	Hold	12	–	–	﹤0.01%	399
2014 Q2	$0	Hold	12	–	–	﹤0.01%	426
2014 Q1	$0	Buy	+12	New	+$138	﹤0.01%	361
2013 Q4	–	Sell	-12	Closed	-$1K	–	352
2013 Q3	$1K	Hold	12	–	–	﹤0.01%	324
2013 Q2	$1K	Buy	+12	New	+$142	﹤0.01%	352

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

Tortoise Investment Management's EW Position: Q4 2025 in Review

Tortoise Investment Management sold out of Edwards Lifesciences (EW) in Q4 2025, closing a stake of 1,336 shares — an estimated $104K sold.

Tortoise Investment Management first reported a position in EW in Q2 2013 and held it in 28 quarters. The position peaked at $125K in Q1 2024. 1,314 funds tracked by Wall St. Rank hold EW as of Q4 2025.

Tortoise Investment Management reported no remaining Edwards Lifesciences position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 1,336 Edwards Lifesciences shares in Q4 2025, an estimated $104K.
Tortoise Investment Management first reported a position in Edwards Lifesciences in Q2 2013 and held it in 28 quarters.
Tortoise Investment Management's Edwards Lifesciences position peaked at $125K in Q1 2024.
1,314 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.