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Aptus Capital Advisors’s Edwards Lifesciences EW Stock Holding History

Aptus Capital 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 		$614K Sell
7,667
-4,450
-37% -$367K ﹤0.01% 666
2025
Q4 		$1.03M Buy
12,117
+2,750
+29% +$226K 0.01% 573
2025
Q3 		$728K Sell
9,367
-5,815
-38% -$454K 0.01% 613
2025
Q2 		$1.19M Buy
15,182
+4,796
+46% +$358K 0.01% 497
2025
Q1 		$753K Buy
10,386
+385
+4% +$27.6K 0.01% 558
2024
Q4 		$740K Buy
10,001
+2,052
+26% +$144K 0.01% 542
2024
Q3 		$525K Sell
7,949
-222
-3% -$16.1K 0.01% 525
2024
Q2 		$755K Buy
8,171
+261
+3% +$23.1K 0.01% 432
2024
Q1 		$756K Buy
7,910
+2,316
+41% +$195K 0.01% 432
2023
Q4 		$427K Sell
5,594
-776
-12% -$54K 0.01% 409
2023
Q3 		$441K Buy
6,370
+2,587
+68% +$208K 0.01% 405
2023
Q2 		$357K Buy
3,783
+155
+4% +$13.5K 0.01% 370
2023
Q1 		$300K Sell
3,628
-371
-9% -$29.2K 0.01% 393
2022
Q4 		$298K Sell
3,999
-225
-5% -$17.3K 0.01% 414
2022
Q3 		$349K Sell
4,224
-363
-8% -$34.9K 0.01% 367
2022
Q2 		$436K Buy
4,587
+243
+6% +$25.2K 0.01% 290
2022
Q1 		$511K Sell
4,344
-34,144
-89% -$3.83M 0.01% 304
2021
Q4 		$4.99M Buy
38,488
+5,346
+16% +$624K 0.15% 93
2021
Q3 		$3.75M Buy
33,142
+2,664
+9% +$304K 0.1% 115
2021
Q2 		$3.16M Sell
30,478
-8,351
-22% -$787K 0.09% 111
2021
Q1 		$3.25M Hold
38,829
– – 0.12% 96
2020
Q4 		$3.54M Buy
38,829
+5,586
+17% +$463K 0.16% 85
2020
Q3 		$2.65M Buy
+33,243
New +$2.59M 0.14% 93
2019
Q4 		– Sell
-39,585
Closed -$2.9M – 518
2019
Q3 		$2.9M Sell
39,585
-4,329
-10% -$304K 0.16% 63
2019
Q2 		$2.7M Buy
+43,914
New +$2.66M 0.38% 40

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

Aptus Capital Advisors's EW Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Edwards Lifesciences (EW) stake by 37% in Q1 2026, selling an estimated $367K and leaving 7,667 shares worth $614K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Aptus Capital Advisors first reported a position in EW in Q2 2019 and has held it in 25 quarters since. The position peaked at $4.99M in Q4 2021. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Aptus Capital Advisors held 7,667 shares of Edwards Lifesciences worth $614K as of Q1 2026.
  • Aptus Capital Advisors sold 4,450 Edwards Lifesciences shares in Q1 2026, an estimated $367K.
  • Edwards Lifesciences made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #666 holding.
  • Aptus Capital Advisors first reported a position in Edwards Lifesciences in Q2 2019 and has held it in 25 quarters since.
  • Aptus Capital Advisors's Edwards Lifesciences position peaked at $4.99M in Q4 2021.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.