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YHB Investment Advisors’s Edwards Lifesciences EW Stock Holding History

YHB Investment 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 		– Sell
-2,799
Closed -$207K – 294
2024
Q4 		$207K Sell
2,799
-470
-14% -$32.9K 0.02% 275
2024
Q3 		$216K Sell
3,269
-935
-22% -$67.9K 0.02% 276
2024
Q2 		$388K Sell
4,204
-260
-6% -$23K 0.03% 219
2024
Q1 		$427K Sell
4,464
-3,845
-46% -$323K 0.04% 208
2023
Q4 		$634K Sell
8,309
-26,688
-76% -$1.86M 0.06% 169
2023
Q3 		$2.42M Sell
34,997
-546
-2% -$43.9K 0.22% 103
2023
Q2 		$3.35M Sell
35,543
-1,974
-5% -$172K 0.31% 87
2023
Q1 		$3.1M Sell
37,517
-2,549
-6% -$200K 0.31% 87
2022
Q4 		$2.99M Sell
40,066
-1,123
-3% -$86.5K 0.32% 86
2022
Q3 		$3.4M Sell
41,189
-138
-0.3% -$13.3K 0.38% 72
2022
Q2 		$3.93M Sell
41,327
-419
-1% -$43.4K 0.41% 70
2022
Q1 		$4.91M Sell
41,746
-2,921
-7% -$328K 0.43% 65
2021
Q4 		$5.79M Buy
44,667
+669
+2% +$78K 0.46% 58
2021
Q3 		$4.98M Buy
43,998
+438
+1% +$50K 0.43% 63
2021
Q2 		$4.51M Buy
43,560
+589
+1% +$55.5K 0.38% 69
2021
Q1 		$3.83M Buy
42,971
+2,520
+6% +$213K 0.33% 80
2020
Q4 		$3.69M Buy
40,451
+1,287
+3% +$107K 0.35% 73
2020
Q3 		$3.13M Sell
39,164
-7,256
-16% -$566K 0.34% 74
2020
Q2 		$3.21M Buy
46,420
+1,717
+4% +$122K 0.46% 57
2020
Q1 		$2.81M Buy
44,703
+5,085
+13% +$367K 0.48% 56
2019
Q4 		$3.08M Buy
39,618
+2,214
+6% +$173K 0.44% 66
2019
Q3 		$2.74M Buy
37,404
+6,171
+20% +$433K 0.42% 71
2019
Q2 		$1.92M Buy
31,233
+1,599
+5% +$96.7K 0.31% 86
2019
Q1 		$1.89M Buy
29,634
+25,710
+655% +$1.47M 0.3% 89
2018
Q4 		$200K Buy
+3,924
New +$199K 0.04% 177

Other funds holding EW

Vanguard Group
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

YHB Investment Advisors's EW Position: Q1 2025 in Review

YHB Investment Advisors sold out of Edwards Lifesciences (EW) in Q1 2025, closing a stake of 2,799 shares — an estimated $207K sold.

YHB Investment Advisors first reported a position in EW in Q4 2018 and held it in 25 quarters. The position peaked at $5.79M in Q4 2021. 1,206 funds tracked by Wall St. Rank hold EW as of Q1 2025.

  • YHB Investment Advisors reported no remaining Edwards Lifesciences position as of Q1 2025 after selling out during the quarter.
  • YHB Investment Advisors sold 2,799 Edwards Lifesciences shares in Q1 2025, an estimated $207K.
  • YHB Investment Advisors first reported a position in Edwards Lifesciences in Q4 2018 and held it in 25 quarters.
  • YHB Investment Advisors's Edwards Lifesciences position peaked at $5.79M in Q4 2021.
  • 1,206 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2025.

Based on YHB Investment Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.