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WealthTrak Capital Management’s Edwards Lifesciences EW Stock Holding History

WealthTrak Capital Management’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
-75
Closed -$5.87K – 361
2025
Q2 		$5.87K Buy
75
+10
+15% +$746 ﹤0.01% 270
2025
Q1 		$4.71K Buy
65
+25
+63% +$1.79K ﹤0.01% 250
2024
Q4 		$2.96K Buy
+40
New +$2.8K ﹤0.01% 268

Other funds holding EW

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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 $3.38T AUM 44.17% 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

WealthTrak Capital Management's EW Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Edwards Lifesciences (EW) in Q3 2025, closing a stake of 75 shares — an estimated $5.87K sold.

WealthTrak Capital Management first reported a position in EW in Q4 2024 and held it in 3 quarters. The position peaked at $5.87K in Q2 2025. 1,255 funds tracked by Wall St. Rank hold EW as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Edwards Lifesciences position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 75 Edwards Lifesciences shares in Q3 2025, an estimated $5.87K.
  • WealthTrak Capital Management first reported a position in Edwards Lifesciences in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Edwards Lifesciences position peaked at $5.87K in Q2 2025.
  • 1,255 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.