Waypoint Wealth Counsel’s Edwards Lifesciences EW Stock Holding History

Waypoint Wealth Counsel’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	-3,186	Closed	-$248K	–	298
2025 Q3	$248K	Buy	+3,186	New	+$249K	0.1%	206

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

Waypoint Wealth Counsel's EW Position: Q4 2025 in Review

Waypoint Wealth Counsel sold out of Edwards Lifesciences (EW) in Q4 2025, closing a stake of 3,186 shares — an estimated $248K sold.

Waypoint Wealth Counsel first reported a position in EW in Q3 2025 and held it in 1 quarter. The position peaked at $248K in Q3 2025. 1,314 funds tracked by Wall St. Rank hold EW as of Q4 2025.

Waypoint Wealth Counsel reported no remaining Edwards Lifesciences position as of Q4 2025 after selling out during the quarter.
Waypoint Wealth Counsel sold 3,186 Edwards Lifesciences shares in Q4 2025, an estimated $248K.
Waypoint Wealth Counsel first reported a position in Edwards Lifesciences in Q3 2025 and held it in 1 quarter.
Waypoint Wealth Counsel's Edwards Lifesciences position peaked at $248K in Q3 2025.
1,314 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2025.

Based on Waypoint Wealth Counsel's 13F filing for Q4 2025, filed 28 Jan 2026.