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Ascent Wealth Partners’s Edwards Lifesciences EW Stock Holding History

Ascent Wealth Partners’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 		$234K Buy
2,926
+18
+0.6% +$1.48K 0.03% 172
2025
Q4 		$248K Sell
2,908
-345
-11% -$28.3K 0.03% 167
2025
Q3 		$253K Sell
3,253
-100
-3% -$7.81K 0.03% 161
2025
Q2 		$262K Sell
3,353
-834
-20% -$62.2K 0.03% 156
2025
Q1 		$303K Buy
4,187
+641
+18% +$45.9K 0.04% 152
2024
Q4 		$263K Buy
+3,546
New +$248K 0.04% 154
2024
Q3 		– Sell
-3,531
Closed -$326K – 160
2024
Q2 		$326K Sell
3,531
-113
-3% -$10K 0.05% 136
2024
Q1 		$348K Hold
3,644
– – 0.05% 143
2023
Q4 		$278K Sell
3,644
-105
-3% -$7.31K 0.05% 147
2023
Q3 		$260K Buy
3,749
+109
+3% +$8.76K 0.05% 147
2023
Q2 		$343K Buy
3,640
+632
+21% +$54.9K 0.06% 135
2023
Q1 		$249K Sell
3,008
-24
-0.8% -$1.89K 0.05% 140
2022
Q4 		$226K Sell
3,032
-278
-8% -$21.4K 0.05% 137
2022
Q3 		$274K Buy
+3,310
New +$318K 0.07% 125
2022
Q2 		– Sell
-3,160
Closed -$372K – 143
2022
Q1 		$372K Sell
3,160
-90
-3% -$10.1K 0.07% 120
2021
Q4 		$421K Sell
3,250
-132
-4% -$15.4K 0.08% 119
2021
Q3 		$383K Sell
3,382
-1
-0% -$114 0.07% 128
2021
Q2 		$350K Buy
3,383
+211
+7% +$19.9K 0.07% 128
2021
Q1 		$265K Buy
3,172
+73
+2% +$6.17K 0.06% 111
2020
Q4 		$283K Buy
3,099
+328
+12% +$27.2K 0.06% 105
2020
Q3 		$221K Buy
+2,771
New +$216K 0.06% 103
2020
Q1 		– Sell
-3,228
Closed -$251K – 117
2019
Q4 		$251K Buy
3,228
+57
+2% +$4.45K 0.07% 107
2019
Q3 		$232K Buy
+3,171
New +$223K 0.07% 109
2019
Q2 		– Sell
-3,150
Closed -$201K – 128
2019
Q1 		$201K Buy
+3,150
New +$180K 0.07% 117

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

Ascent Wealth Partners's EW Position: Q1 2026 in Review

Ascent Wealth Partners increased its Edwards Lifesciences (EW) stake by 0.62% in Q1 2026, buying an estimated $1.48K and bringing the position to 2,926 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #172.

Ascent Wealth Partners first reported a position in EW in Q1 2019 and has held it in 24 quarters since. The position peaked at $421K in Q4 2021. 1,284 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Ascent Wealth Partners held 2,926 shares of Edwards Lifesciences worth $234K as of Q1 2026.
  • Ascent Wealth Partners bought 18 Edwards Lifesciences shares in Q1 2026, an estimated $1.48K.
  • Edwards Lifesciences made up 0.03% of Ascent Wealth Partners's portfolio in Q1 2026, its #172 holding.
  • Ascent Wealth Partners first reported a position in Edwards Lifesciences in Q1 2019 and has held it in 24 quarters since.
  • Ascent Wealth Partners's Edwards Lifesciences position peaked at $421K in Q4 2021.
  • 1,284 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Ascent Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.