AE Wealth Management’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $404K | Buy |
5,051
+1,091
| +28% | +$89.9K | ﹤0.01% | 1216 |
|
|
2025
Q4 | $338K | Sell |
3,960
-1,064
| -21% | -$87.3K | ﹤0.01% | 1250 |
|
|
2025
Q3 | $391K | Sell |
5,024
-86,731
| -95% | -$6.78M | ﹤0.01% | 1068 |
|
|
2025
Q2 | $7.18M | Buy |
91,755
+1,253
| +1% | +$93.4K | 0.05% | 301 |
|
|
2025
Q1 | $6.56M | Buy |
90,502
+14,334
| +19% | +$1.03M | 0.06% | 296 |
|
|
2024
Q4 | $5.64M | Buy |
76,168
+72,148
| +1,795% | +$5.05M | 0.05% | 323 |
|
|
2024
Q3 | $265K | Sell |
4,020
-598
| -13% | -$43.4K | ﹤0.01% | 1072 |
|
|
2024
Q2 | $427K | Buy |
4,618
+594
| +15% | +$52.6K | ﹤0.01% | 927 |
|
|
2024
Q1 | $385K | Sell |
4,024
-19,205
| -83% | -$1.61M | ﹤0.01% | 891 |
|
|
2023
Q4 | $1.7M | Sell |
23,229
-5,142
| -18% | -$358K | 0.01% | 961 |
|
|
2023
Q3 | $1.97M | Sell |
28,371
-52,036
| -65% | -$4.18M | 0.01% | 857 |
|
|
2023
Q2 | $7.58M | Buy |
80,407
+14,543
| +22% | +$1.26M | 0.05% | 433 |
|
|
2023
Q1 | $5.45M | Buy |
65,864
+41,469
| +170% | +$3.26M | 0.04% | 486 |
|
|
2022
Q4 | $1.82M | Buy |
24,395
+1,972
| +9% | +$152K | 0.01% | 785 |
|
|
2022
Q3 | $1.85M | Sell |
22,423
-2,373
| -10% | -$228K | 0.01% | 726 |
|
|
2022
Q2 | $2.36M | Buy |
24,796
+1,361
| +6% | +$141K | 0.02% | 613 |
|
|
2022
Q1 | $2.76M | Sell |
23,435
-1,732
| -7% | -$194K | 0.02% | 617 |
|
|
2021
Q4 | $3.26M | Sell |
25,167
-5,290
| -17% | -$617K | 0.02% | 542 |
|
|
2021
Q3 | $3.45M | Buy |
30,457
+7,513
| +33% | +$858K | 0.03% | 472 |
|
|
2021
Q2 | $2.38M | Sell |
22,944
-6,718
| -23% | -$633K | 0.02% | 581 |
|
|
2021
Q1 | $2.48M | Buy |
29,662
+1,614
| +6% | +$136K | 0.03% | 515 |
|
|
2020
Q4 | $2.56M | Sell |
28,048
-2,291
| -8% | -$190K | 0.03% | 431 |
|
|
2020
Q3 | $2.42M | Buy |
30,339
+9,883
| +48% | +$771K | 0.03% | 385 |
|
|
2020
Q2 | $1.41M | Buy |
20,456
+668
| +3% | +$47.5K | 0.02% | 512 |
|
|
2020
Q1 | $1.24M | Buy |
19,788
+9,792
| +98% | +$706K | 0.03% | 427 |
|
|
2019
Q4 | $777K | Buy |
9,996
+3,603
| +56% | +$281K | 0.02% | 588 |
|
|
2019
Q3 | $469K | Sell |
6,393
-48
| -0.7% | -$3.37K | 0.01% | 633 |
|
|
2019
Q2 | $397K | Sell |
6,441
-1,992
| -24% | -$120K | 0.01% | 652 |
|
|
2019
Q1 | $538K | Buy |
+8,433
| New | +$481K | 0.04% | 327 |
|
|
2018
Q4 | – | Sell |
-4,344
| Closed | -$252K | – | 518 |
|
|
2018
Q3 | $252K | Sell |
4,344
-201
| -4% | -$9.83K | 0.01% | 495 |
|
|
2018
Q2 | $221K | Buy |
+4,545
| New | +$212K | 0.02% | 399 |
|
Other funds holding EW
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AE Wealth Management's EW Position: Q1 2026 in Review
AE Wealth Management increased its Edwards Lifesciences (EW) stake by 28% in Q1 2026, buying an estimated $89.9K and bringing the position to 5,051 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #1216.
AE Wealth Management first reported a position in EW in Q2 2018 and has held it in 31 quarters since. The position peaked at $7.58M in Q2 2023. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.
- AE Wealth Management held 5,051 shares of Edwards Lifesciences worth $404K as of Q1 2026.
- AE Wealth Management bought 1,091 Edwards Lifesciences shares in Q1 2026, an estimated $89.9K.
- Edwards Lifesciences made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1216 holding.
- AE Wealth Management first reported a position in Edwards Lifesciences in Q2 2018 and has held it in 31 quarters since.
- AE Wealth Management's Edwards Lifesciences position peaked at $7.58M in Q2 2023.
- 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.