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Advisor OS’s Edwards Lifesciences EW Stock Holding History

Advisor OS’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 		$213K Buy
2,655
+184
+7% +$15.2K 0.02% 527
2025
Q4 		$211K Buy
+2,471
New +$203K 0.02% 464
2024
Q3 		– Sell
-15,102
Closed -$1.39M – 415
2024
Q2 		$1.39M Sell
15,102
-216
-1% -$19.1K 0.15% 115
2024
Q1 		$1.46M Buy
15,318
+1,690
+12% +$142K 0.17% 110
2023
Q4 		$1.04M Sell
13,628
-472
-3% -$32.8K 0.14% 137
2023
Q3 		$977K Buy
14,100
+1,574
+13% +$126K 0.15% 134
2023
Q2 		$1.18M Buy
12,526
+2,755
+28% +$239K 0.19% 102
2023
Q1 		$808K Buy
9,771
+284
+3% +$22.3K 0.19% 129
2022
Q4 		$708K Buy
9,487
+1,666
+21% +$128K 0.19% 123
2022
Q3 		$645K Sell
7,821
-1,622
-17% -$156K 0.19% 107
2022
Q2 		$898K Sell
9,443
-44
-0.5% -$4.55K 0.26% 89
2022
Q1 		$1.12M Sell
9,487
-3,118
-25% -$350K 0.32% 75
2021
Q4 		$1.63M Buy
12,605
+570
+5% +$66.5K 0.33% 76
2021
Q3 		$1.36M Sell
12,035
-30
-0.2% -$3.42K 0.3% 78
2021
Q2 		$1.25M Buy
12,065
+2,393
+25% +$226K 0.26% 75
2021
Q1 		$810K Buy
9,672
+1,345
+16% +$114K 0.18% 98
2020
Q4 		$759K Buy
8,327
+3,373
+68% +$280K 0.2% 70
2020
Q3 		$395K Buy
4,954
+1,705
+52% +$133K 0.17% 67
2020
Q2 		$225K Buy
+3,249
New +$231K 0.13% 120

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

Advisor OS's EW Position: Q1 2026 in Review

Advisor OS increased its Edwards Lifesciences (EW) stake by 7.4% in Q1 2026, buying an estimated $15.2K and bringing the position to 2,655 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #527.

Advisor OS first reported a position in EW in Q2 2020 and has held it in 19 quarters since. The position peaked at $1.63M in Q4 2021. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Advisor OS held 2,655 shares of Edwards Lifesciences worth $213K as of Q1 2026.
  • Advisor OS bought 184 Edwards Lifesciences shares in Q1 2026, an estimated $15.2K.
  • Edwards Lifesciences made up 0.02% of Advisor OS's portfolio in Q1 2026, its #527 holding.
  • Advisor OS first reported a position in Edwards Lifesciences in Q2 2020 and has held it in 19 quarters since.
  • Advisor OS's Edwards Lifesciences position peaked at $1.63M in Q4 2021.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.