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UBS O'Connor’s Edwards Lifesciences EW Stock Holding History

UBS O'Connor’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
Q3 		– Sell
-14,510
Closed -$1.13M – 342
2025
Q2 		$1.13M Buy
14,510
+3,590
+33% +$268K 0.03% 199
2025
Q1 		$791K Buy
10,920
+1,160
+12% +$83K 0.02% 202
2024
Q4 		$723K Buy
9,760
+2,760
+39% +$193K 0.02% 257
2024
Q3 		$462K Buy
+7,000
New +$509K 0.01% 348
2016
Q2 		– Sell
-29,295
Closed -$861K – 436
2016
Q1 		$861K Buy
+29,295
New +$808K 0.01% 369
2015
Q3 		– Sell
-29,808
Closed -$708K – 604
2015
Q2 		$708K Buy
29,808
+4,860
+19% +$110K 0.01% 654
2015
Q1 		$592K Buy
+24,948
New +$560K 0.01% 639

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

UBS O'Connor's EW Position: Q3 2025 in Review

UBS O'Connor sold out of Edwards Lifesciences (EW) in Q3 2025, closing a stake of 14,510 shares — an estimated $1.13M sold.

UBS O'Connor first reported a position in EW in Q1 2015 and held it in 7 quarters. The position peaked at $1.13M in Q2 2025. 1,254 funds tracked by Wall St. Rank hold EW as of Q3 2025.

  • UBS O'Connor reported no remaining Edwards Lifesciences position as of Q3 2025 after selling out during the quarter.
  • UBS O'Connor sold 14,510 Edwards Lifesciences shares in Q3 2025, an estimated $1.13M.
  • UBS O'Connor first reported a position in Edwards Lifesciences in Q1 2015 and held it in 7 quarters.
  • UBS O'Connor's Edwards Lifesciences position peaked at $1.13M in Q2 2025.
  • 1,254 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2025.

Based on UBS O'Connor's 13F filing for Q3 2025, filed 14 Nov 2025.