Arkadios Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Arkadios Wealth 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	$370K	Buy	4,621 +315	+7%	+$26K	0.01%	1250
2025 Q4	$367K	Buy	4,306 +307	+8%	+$25.2K	0.01%	1154
2025 Q3	$311K	Buy	3,999 +159	+4%	+$12.4K	0.01%	1143
2025 Q2	$300K	Buy	+3,840	New	+$286K	0.01%	1060
2021 Q4	–	Sell	-84	Closed	-$9K	–	937
2021 Q3	$9K	Sell	84 -6	-7%	-$685	﹤0.01%	1465
2021 Q2	$9K	Sell	90 -2	-2%	-$189	﹤0.01%	1560
2021 Q1	$7K	Buy	92 +48	+109%	+$4.06K	﹤0.01%	1279
2020 Q4	$4K	Hold	44	–	–	﹤0.01%	1148
2020 Q3	$3.75K	Buy	44 +7	+19%	+$546	﹤0.01%	888
2020 Q2	$2.63K	Buy	+37	New	+$2.63K	﹤0.01%	854

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

Arkadios Wealth Advisors's EW Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Edwards Lifesciences (EW) stake by 7.3% in Q1 2026, buying an estimated $26K and bringing the position to 4,621 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #1250.

Arkadios Wealth Advisors first reported a position in EW in Q2 2020 and has held it in 10 quarters since. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Arkadios Wealth Advisors held 4,621 shares of Edwards Lifesciences worth $370K as of Q1 2026.
Arkadios Wealth Advisors bought 315 Edwards Lifesciences shares in Q1 2026, an estimated $26K.
Edwards Lifesciences made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1250 holding.
Arkadios Wealth Advisors first reported a position in Edwards Lifesciences in Q2 2020 and has held it in 10 quarters since.
1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.