Atlantic Private Wealth’s Edwards Lifesciences EW Stock Holding History

Atlantic Private Wealth’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	$473K	Sell	5,910 -5	-0.1%	-$412	0.31%	38
2025 Q4	$504K	Buy	5,915 +5	+0.1%	+$410	0.32%	41
2025 Q3	$460K	Hold	5,910	–	–	0.3%	34
2025 Q2	$462K	Hold	5,910	–	–	0.31%	32
2025 Q1	$428K	Hold	5,910	–	–	0.32%	39
2024 Q4	$438K	Hold	5,910	–	–	0.33%	30
2024 Q3	$390K	Buy	+5,910	New	+$429K	0.3%	30
2023 Q1	–	Sell	-5,910	Closed	-$441K	–	96
2022 Q4	$441K	Hold	5,910	–	–	0.47%	25
2022 Q3	$488K	Hold	5,910	–	–	0.55%	19
2022 Q2	$562K	Hold	5,910	–	–	0.58%	18
2022 Q1	$696K	Buy	+5,910	New	+$663K	0.66%	16

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

Atlantic Private Wealth's EW Position: Q1 2026 in Review

Atlantic Private Wealth reduced its Edwards Lifesciences (EW) stake by 0.08% in Q1 2026, selling an estimated $412 and leaving 5,910 shares worth $473K. The position accounts for 0.31% of the portfolio, ranked #38.

Atlantic Private Wealth first reported a position in EW in Q1 2022 and has held it in 11 quarters since. The position peaked at $696K in Q1 2022. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Atlantic Private Wealth held 5,910 shares of Edwards Lifesciences worth $473K as of Q1 2026.
Atlantic Private Wealth sold 5 Edwards Lifesciences shares in Q1 2026, an estimated $412.
Edwards Lifesciences made up 0.31% of Atlantic Private Wealth's portfolio in Q1 2026, its #38 holding.
Atlantic Private Wealth first reported a position in Edwards Lifesciences in Q1 2022 and has held it in 11 quarters since.
Atlantic Private Wealth's Edwards Lifesciences position peaked at $696K in Q1 2022.
1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.