Alpine Woods Capital Investors’s Edwards Lifesciences EW Stock Holding History

Alpine Woods Capital Investors’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	-17,197	Closed	-$1.47M	–	208
2025 Q4	$1.47M	Sell	17,197 -4,163	-19%	-$342K	0.35%	78
2025 Q3	$1.66M	Sell	21,360 -68	-0.3%	-$5.31K	0.39%	76
2025 Q2	$1.68M	Hold	21,428	–	–	0.4%	77
2025 Q1	$1.55M	Hold	21,428	–	–	0.39%	78
2024 Q4	$1.59M	Hold	21,428	–	–	0.3%	97
2024 Q3	$1.43M	Sell	21,428 -7,061	-25%	-$513K	0.25%	104
2024 Q2	$2.63M	Buy	28,489 +2,420	+9%	+$214K	0.41%	78
2024 Q1	$2.21M	Sell	26,069 -11,800	-31%	-$991K	0.44%	81
2023 Q4	$2.89M	Buy	37,869 +10	+0%	+$696	0.43%	80
2023 Q3	$2.62M	Buy	37,859 +2,067	+6%	+$166K	0.42%	76
2023 Q2	$3.38M	Hold	35,792	–	–	0.53%	64
2023 Q1	$2.96M	Sell	35,792 -17	-0%	-$1.34K	0.45%	77
2022 Q4	$2.67M	Sell	35,809 -3,465	-9%	-$267K	0.39%	77
2022 Q3	$3.25M	Sell	39,274 -130	-0.3%	-$12.5K	0.44%	80
2022 Q2	$3.75M	Sell	39,404 -41	-0.1%	-$4.24K	0.47%	81
2022 Q1	$4.64M	Sell	39,445 -27,965	-41%	-$3.14M	0.49%	78
2021 Q4	$8.73M	Buy	67,410 +3	+0%	+$350	0.86%	37
2021 Q3	$7.63M	Hold	67,407	–	–	0.82%	39
2021 Q2	$6.98M	Hold	67,407	–	–	0.72%	47
2021 Q1	$5.64M	Buy	67,407 +9	+0%	+$761	0.63%	53
2020 Q4	$6.15M	Buy	67,398 +3,374	+5%	+$280K	0.75%	44
2020 Q3	$5.11M	Buy	64,024 +2,116	+3%	+$165K	0.77%	37
2020 Q2	$4.28M	Buy	61,908 +888	+1%	+$63.1K	0.82%	27
2020 Q1	$3.84M	Hold	61,020	–	–	0.85%	24
2019 Q4	$4.75M	Hold	61,020	–	–	0.9%	19
2019 Q3	$4.47M	Sell	61,020 -6	-0%	-$421	0.83%	23
2019 Q2	$3.76M	Hold	61,026	–	–	0.78%	25
2019 Q1	$3.89M	Hold	61,026	–	–	0.85%	22
2018 Q4	$3.12M	Sell	61,026 -30	-0%	-$1.52K	0.75%	28
2018 Q3	$3.54M	Buy	61,056 +120	+0.2%	+$5.87K	0.73%	32
2018 Q2	$2.96M	Hold	60,936	–	–	0.64%	41
2018 Q1	$2.83M	Hold	60,936	–	–	0.15%	152
2017 Q4	$2.29M	Hold	60,936	–	–	0.11%	173
2017 Q3	$2.22M	Hold	60,936	–	–	0.11%	172
2017 Q2	$2.4M	Hold	60,936	–	–	0.13%	158
2017 Q1	$1.91M	Hold	60,936	–	–	0.1%	184
2016 Q4	$1.9M	Hold	60,936	–	–	0.11%	179
2016 Q3	$2.45M	Hold	60,936	–	–	0.14%	162
2016 Q2	$2.03M	Hold	60,936	–	–	0.12%	167
2016 Q1	$1.79M	Hold	60,936	–	–	0.1%	177
2015 Q4	$1.6M	Sell	60,936 -12,000	-16%	-$312K	0.09%	196
2015 Q3	$1.73M	Hold	72,936	–	–	0.09%	199
2015 Q2	$1.73M	Hold	72,936	–	–	0.09%	200
2015 Q1	$1.73M	Hold	72,936	–	–	0.09%	204
2014 Q4	$1.55M	Hold	72,936	–	–	0.08%	208
2014 Q3	$1.24M	Hold	72,936	–	–	0.07%	220
2014 Q2	$1.04K	Hold	72,936	–	–	0.03%	223
2014 Q1	$902K	Hold	72,936	–	–	0.05%	221
2013 Q4	$799K	Buy	72,936 +30,000	+70%	+$338K	0.05%	231
2013 Q3	$498K	Hold	42,936	–	–	0.03%	272
2013 Q2	$481K	Buy	+42,936	New	+$508K	0.03%	258

Other funds holding EW

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

Alpine Woods Capital Investors's EW Position: Q1 2026 in Review

Alpine Woods Capital Investors sold out of Edwards Lifesciences (EW) in Q1 2026, closing a stake of 17,197 shares — an estimated $1.47M sold.

Alpine Woods Capital Investors first reported a position in EW in Q2 2013 and held it in 51 quarters. The position peaked at $8.73M in Q4 2021. 1,288 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Alpine Woods Capital Investors reported no remaining Edwards Lifesciences position as of Q1 2026 after selling out during the quarter.
Alpine Woods Capital Investors sold 17,197 Edwards Lifesciences shares in Q1 2026, an estimated $1.47M.
Alpine Woods Capital Investors first reported a position in Edwards Lifesciences in Q2 2013 and held it in 51 quarters.
Alpine Woods Capital Investors's Edwards Lifesciences position peaked at $8.73M in Q4 2021.
1,288 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2026, filed 27 May 2026.