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Addison Advisors’s Edwards Lifesciences EW Stock Holding History

Addison 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
2026
Q1 		$1.44M Sell
17,971
-94
-0.5% -$7.75K 0.32% 64
2025
Q4 		$1.54M Buy
18,065
+80
+0.4% +$6.57K 0.35% 60
2025
Q3 		$1.4M Sell
17,985
-41
-0.2% -$3.2K 0.32% 66
2025
Q2 		$1.41M Sell
18,026
-27
-0.1% -$2.01K 0.35% 61
2025
Q1 		$1.31M Sell
18,053
-48
-0.3% -$3.44K 0.36% 56
2024
Q4 		$1.34M Buy
18,101
+63
+0.3% +$4.41K 0.37% 57
2024
Q3 		$1.19M Buy
18,038
+16,261
+915% +$1.18M 0.33% 61
2024
Q2 		$164K Buy
1,777
+19
+1% +$1.68K 0.05% 227
2024
Q1 		$168K Buy
1,758
+98
+6% +$8.23K 0.06% 215
2023
Q4 		$127K Buy
1,660
+104
+7% +$7.24K 0.05% 249
2023
Q3 		$108K Sell
1,556
-31
-2% -$2.49K 0.05% 242
2023
Q2 		$150K Buy
1,587
+91
+6% +$7.91K 0.07% 190
2023
Q1 		$124K Buy
1,496
+1,092
+270% +$85.8K 0.07% 194
2022
Q4 		$30.1K Buy
404
+354
+708% +$27.3K 0.02% 334
2022
Q3 		$4K Sell
50
-634
-93% -$61K ﹤0.01% 513
2022
Q2 		$65K Sell
684
-84
-11% -$8.7K 0.04% 234
2022
Q1 		$90K Buy
768
+747
+3,557% +$83.8K 0.05% 216
2021
Q4 		$3K Buy
+21
New +$2.45K ﹤0.01% 492

Other funds holding EW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Addison Advisors's EW Position: Q1 2026 in Review

Addison Advisors reduced its Edwards Lifesciences (EW) stake by 0.52% in Q1 2026, selling an estimated $7.75K and leaving 17,971 shares worth $1.44M. The position accounts for 0.32% of the portfolio, ranked #64.

Addison Advisors first reported a position in EW in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.54M in Q4 2025. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Addison Advisors held 17,971 shares of Edwards Lifesciences worth $1.44M as of Q1 2026.
  • Addison Advisors sold 94 Edwards Lifesciences shares in Q1 2026, an estimated $7.75K.
  • Edwards Lifesciences made up 0.32% of Addison Advisors's portfolio in Q1 2026, its #64 holding.
  • Addison Advisors first reported a position in Edwards Lifesciences in Q4 2021 and has held it in 18 quarters since.
  • Addison Advisors's Edwards Lifesciences position peaked at $1.54M in Q4 2025.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.