Valued Retirements’s Edwards Lifesciences EW Stock Holding History

Valued Retirements’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	-2,739	Closed	-$214K	–	95
2025 Q3	$214K	Hold	2,739	–	–	0.24%	84
2025 Q2	$214K	Buy	+2,739	New	+$204K	0.24%	84
2025 Q1	–	Sell	-2,894	Closed	-$214K	–	83
2024 Q4	$214K	Buy	+2,894	New	+$203K	0.29%	75
2024 Q3	–	Sell	-2,517	Closed	-$232K	–	82
2024 Q2	$232K	Sell	2,517 -155	-6%	-$13.7K	0.35%	61
2024 Q1	$255K	Sell	2,672 -9	-0.3%	-$756	0.41%	52
2023 Q4	$204K	Buy	+2,681	New	+$187K	0.35%	63

Other funds holding EW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Valued Retirements's EW Position: Q4 2025 in Review

Valued Retirements sold out of Edwards Lifesciences (EW) in Q4 2025, closing a stake of 2,739 shares — an estimated $214K sold.

Valued Retirements first reported a position in EW in Q4 2023 and held it in 6 quarters. The position peaked at $255K in Q1 2024. 1,313 funds tracked by Wall St. Rank hold EW as of Q4 2025.

Valued Retirements reported no remaining Edwards Lifesciences position as of Q4 2025 after selling out during the quarter.
Valued Retirements sold 2,739 Edwards Lifesciences shares in Q4 2025, an estimated $214K.
Valued Retirements first reported a position in Edwards Lifesciences in Q4 2023 and held it in 6 quarters.
Valued Retirements's Edwards Lifesciences position peaked at $255K in Q1 2024.
1,313 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2025.

Based on Valued Retirements's 13F filing for Q4 2025, filed 9 Feb 2026.