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TritonPoint Wealth’s Edwards Lifesciences EW Stock Holding History

TritonPoint Wealth’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
-4,425
Closed -$344K – 299
2025
Q3 		$344K Buy
4,425
+12
+0.3% +$938 0.03% 275
2025
Q2 		$345K Buy
4,413
+35
+0.8% +$2.61K 0.03% 266
2025
Q1 		$317K Buy
4,378
+441
+11% +$31.6K 0.03% 267
2024
Q4 		$291K Sell
3,937
-173
-4% -$12.1K 0.03% 276
2024
Q3 		$274K Sell
4,110
-225
-5% -$16.3K 0.03% 278
2024
Q2 		$400K Buy
4,335
+266
+7% +$23.6K 0.04% 227
2024
Q1 		$299K Buy
4,069
+79
+2% +$6.64K 0.03% 257
2023
Q4 		$304K Buy
+3,990
New +$278K 0.03% 262

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

TritonPoint Wealth's EW Position: Q4 2025 in Review

TritonPoint Wealth sold out of Edwards Lifesciences (EW) in Q4 2025, closing a stake of 4,425 shares — an estimated $344K sold.

TritonPoint Wealth first reported a position in EW in Q4 2023 and held it in 8 quarters. The position peaked at $400K in Q2 2024. 1,314 funds tracked by Wall St. Rank hold EW as of Q4 2025.

  • TritonPoint Wealth reported no remaining Edwards Lifesciences position as of Q4 2025 after selling out during the quarter.
  • TritonPoint Wealth sold 4,425 Edwards Lifesciences shares in Q4 2025, an estimated $344K.
  • TritonPoint Wealth first reported a position in Edwards Lifesciences in Q4 2023 and held it in 8 quarters.
  • TritonPoint Wealth's Edwards Lifesciences position peaked at $400K in Q2 2024.
  • 1,314 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.