ZWJ Investment Counsel’s Edwards Lifesciences EW Stock Holding History

ZWJ Investment 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 Q3	–	Sell	-4,364	Closed	-$341K	–	248
2025 Q2	$341K	Hold	4,364	–	–	0.01%	166
2025 Q1	$316K	Hold	4,364	–	–	0.01%	177
2024 Q4	$323K	Hold	4,364	–	–	0.01%	181
2024 Q3	$288K	Hold	4,364	–	–	0.01%	187
2024 Q2	$403K	Hold	4,364	–	–	0.02%	163
2024 Q1	$417K	Buy	+4,364	New	+$367K	0.02%	165
2020 Q2	–	Sell	-5,163	Closed	-$325K	–	158
2020 Q1	$325K	Buy	+5,163	New	+$372K	0.03%	166
2018 Q1	–	Sell	-28,614	Closed	-$1.07M	–	202
2017 Q4	$1.07M	Sell	28,614 -753	-3%	-$27.6K	0.09%	106
2017 Q3	$1.07M	Sell	29,367 -5,148	-15%	-$196K	0.08%	104
2017 Q2	$1.36M	Hold	34,515	–	–	0.11%	95
2017 Q1	$1.08M	Buy	+34,515	New	+$1.08M	0.09%	109

Other funds holding EW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

ZWJ Investment Counsel's EW Position: Q3 2025 in Review

ZWJ Investment Counsel sold out of Edwards Lifesciences (EW) in Q3 2025, closing a stake of 4,364 shares — an estimated $341K sold.

ZWJ Investment Counsel first reported a position in EW in Q1 2017 and held it in 11 quarters. The position peaked at $1.36M in Q2 2017. 1,255 funds tracked by Wall St. Rank hold EW as of Q3 2025.

ZWJ Investment Counsel reported no remaining Edwards Lifesciences position as of Q3 2025 after selling out during the quarter.
ZWJ Investment Counsel sold 4,364 Edwards Lifesciences shares in Q3 2025, an estimated $341K.
ZWJ Investment Counsel first reported a position in Edwards Lifesciences in Q1 2017 and held it in 11 quarters.
ZWJ Investment Counsel's Edwards Lifesciences position peaked at $1.36M in Q2 2017.
1,255 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2025.

Based on ZWJ Investment Counsel's 13F filing for Q3 2025, filed 15 Oct 2025.