Alerus Financial’s Edwards Lifesciences EW Stock Holding History

Alerus Financial’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	–	Sell	-22	Closed	-$1.88K	–	524
2025 Q4	$1.88K	Hold	22	–	–	﹤0.01%	458
2025 Q3	$1.71K	Buy	+22	New	+$1.72K	﹤0.01%	485
2022 Q2	–	Sell	-17,720	Closed	-$2.09M	–	175
2022 Q1	$2.09M	Sell	17,720 -12,202	-41%	-$1.37M	0.18%	117
2021 Q4	$3.88M	Buy	29,922 +1,138	+4%	+$133K	0.32%	82
2021 Q3	$3.26M	Sell	28,784 -23	-0.1%	-$2.63K	0.3%	85
2021 Q2	$2.98M	Sell	28,807 -11,498	-29%	-$1.08M	0.3%	83
2021 Q1	$3.37M	Buy	40,305 +8,852	+28%	+$748K	0.36%	76
2020 Q4	$2.87M	Buy	31,453 +16,706	+113%	+$1.39M	0.29%	89
2020 Q3	$1.18M	Buy	14,747 +5,516	+60%	+$430K	0.13%	120
2020 Q2	$638K	Buy	+9,231	New	+$656K	0.08%	131

Other funds holding EW

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Alerus Financial's EW Position: Q1 2026 in Review

Alerus Financial sold out of Edwards Lifesciences (EW) in Q1 2026, closing a stake of 22 shares — an estimated $1.88K sold.

Alerus Financial first reported a position in EW in Q2 2020 and held it in 10 quarters. The position peaked at $3.88M in Q4 2021. 1,284 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Alerus Financial reported no remaining Edwards Lifesciences position as of Q1 2026 after selling out during the quarter.
Alerus Financial sold 22 Edwards Lifesciences shares in Q1 2026, an estimated $1.88K.
Alerus Financial first reported a position in Edwards Lifesciences in Q2 2020 and held it in 10 quarters.
Alerus Financial's Edwards Lifesciences position peaked at $3.88M in Q4 2021.
1,284 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.