Wolf Group Capital Advisors’s Edwards Lifesciences EW Stock Holding History

Wolf Group Capital Advisors’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 Q1	$250K	Buy	+3,450	New	+$247K	0.08%	146

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

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Wolf Group Capital Advisors's EW Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in Edwards Lifesciences (EW) in Q1 2025: 3,450 shares worth $250K. The stake represents 0.08% of the portfolio and ranks #146 among its holdings.

1,204 funds tracked by Wall St. Rank hold EW as of Q1 2025.

Wolf Group Capital Advisors held 3,450 shares of Edwards Lifesciences worth $250K as of Q1 2025.
Edwards Lifesciences was a new Wolf Group Capital Advisors position in Q1 2025.
Edwards Lifesciences made up 0.08% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #146 holding.
1,204 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.