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Atomi Financial Group’s Edwards Lifesciences EW Stock Holding History

Atomi Financial Group’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 		$477K Buy
5,951
+2,030
+52% +$167K 0.01% 731
2025
Q4 		$334K Buy
3,921
+678
+21% +$55.6K 0.01% 883
2025
Q3 		$252K Buy
3,243
+416
+15% +$32.5K 0.01% 986
2025
Q2 		$221K Buy
+2,827
New +$211K 0.01% 993
2024
Q3 		– Sell
-4,458
Closed -$412K – 921
2024
Q2 		$412K Buy
4,458
+274
+7% +$24.3K 0.03% 451
2024
Q1 		$400K Buy
+4,184
New +$351K 0.04% 424

Other funds holding EW

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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

Atomi Financial Group's EW Position: Q1 2026 in Review

Atomi Financial Group increased its Edwards Lifesciences (EW) stake by 52% in Q1 2026, buying an estimated $167K and bringing the position to 5,951 shares worth $477K. The position accounts for 0.01% of the portfolio, ranked #731.

Atomi Financial Group first reported a position in EW in Q1 2024 and has held it in 6 quarters since. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Atomi Financial Group held 5,951 shares of Edwards Lifesciences worth $477K as of Q1 2026.
  • Atomi Financial Group bought 2,030 Edwards Lifesciences shares in Q1 2026, an estimated $167K.
  • Edwards Lifesciences made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #731 holding.
  • Atomi Financial Group first reported a position in Edwards Lifesciences in Q1 2024 and has held it in 6 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.