UWS
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Unique Wealth Strategies’s Edwards Lifesciences EW Stock Holding History

Unique Wealth Strategies’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
2024
Q3 		– Sell
-30
Closed -$2.87K – 363
2024
Q2 		$2.87K Buy
+30
New +$2.66K ﹤0.01% 435

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State Street
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Unique Wealth Strategies's EW Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 30 shares — an estimated $2.87K sold.

Unique Wealth Strategies first reported a position in EW in Q2 2024 and held it in 1 quarter. The position peaked at $2.87K in Q2 2024. 1,193 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 30 Edwards Lifesciences shares in Q3 2024, an estimated $2.87K.
  • Unique Wealth Strategies first reported a position in Edwards Lifesciences in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Edwards Lifesciences position peaked at $2.87K in Q2 2024.
  • 1,193 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.