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Union Bancaire Privee’s Edwards Lifesciences EW Stock Holding History

Union Bancaire Privee’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
Q2 		– Sell
-6,622
Closed -$471K – 510
2025
Q1 		$471K Sell
6,622
-8,180
-55% -$585K 0.01% 315
2024
Q4 		$1.12M Buy
+14,802
New +$1.04M 0.02% 264

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Union Bancaire Privee's EW Position: Q2 2025 in Review

Union Bancaire Privee sold out of Edwards Lifesciences (EW) in Q2 2025, closing a stake of 6,622 shares — an estimated $471K sold.

Union Bancaire Privee first reported a position in EW in Q4 2024 and held it in 2 quarters. The position peaked at $1.12M in Q4 2024. 1,261 funds tracked by Wall St. Rank hold EW as of Q2 2025.

  • Union Bancaire Privee reported no remaining Edwards Lifesciences position as of Q2 2025 after selling out during the quarter.
  • Union Bancaire Privee sold 6,622 Edwards Lifesciences shares in Q2 2025, an estimated $471K.
  • Union Bancaire Privee first reported a position in Edwards Lifesciences in Q4 2024 and held it in 2 quarters.
  • Union Bancaire Privee's Edwards Lifesciences position peaked at $1.12M in Q4 2024.
  • 1,261 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2025.

Based on Union Bancaire Privee's 13F filing for Q2 2025, filed 18 Jul 2025.