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Atria Investments’s Edwards Lifesciences EW Stock Holding History

Atria Investments’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 		$1.05M Buy
13,117
+1,832
+16% +$151K 0.01% 1033
2025
Q4 		$962K Buy
11,285
+2,743
+32% +$225K 0.01% 1090
2025
Q3 		$664K Sell
8,542
-9,074
-52% -$709K 0.01% 1264
2025
Q2 		$1.38M Sell
17,616
-1,775
-9% -$132K 0.02% 895
2025
Q1 		$1.41M Buy
+19,391
New +$1.39M 0.02% 867
2023
Q4 		– Sell
-35,632
Closed -$2.47M – 904
2023
Q3 		$2.47M Sell
35,632
-1,788
-5% -$144K 0.04% 493
2023
Q2 		$3.53M Buy
37,420
+1,179
+3% +$102K 0.06% 366
2023
Q1 		$3M Buy
36,241
+3,037
+9% +$239K 0.06% 402
2022
Q4 		$2.48M Sell
33,204
-3,765
-10% -$290K 0.05% 434
2022
Q3 		$3.06M Sell
36,969
-885
-2% -$85.2K 0.07% 346
2022
Q2 		$3.6M Sell
37,854
-7,763
-17% -$804K 0.08% 326
2022
Q1 		$5.37M Buy
45,617
+4,925
+12% +$552K 0.09% 259
2021
Q4 		$5.27M Sell
40,692
-838
-2% -$97.7K 0.09% 264
2021
Q3 		$4.7M Buy
41,530
+3,717
+10% +$424K 0.08% 265
2021
Q2 		$3.92M Buy
37,813
+2,725
+8% +$257K 0.08% 297
2021
Q1 		$2.94M Buy
35,088
+2,053
+6% +$174K 0.07% 347
2020
Q4 		$3.01M Buy
33,035
+2,168
+7% +$180K 0.07% 302
2020
Q3 		$2.46M Buy
30,867
+10,152
+49% +$792K 0.07% 285
2020
Q2 		$1.43M Buy
+20,715
New +$1.47M 0.05% 395
2020
Q1 		– Sell
-13,413
Closed -$1.04M – 730
2019
Q4 		$1.04M Buy
13,413
+2,760
+26% +$216K 0.03% 510
2019
Q3 		$781K Buy
10,653
+366
+4% +$25.7K 0.03% 485
2019
Q2 		$743K Sell
10,287
-525
-5% -$31.7K 0.03% 481
2019
Q1 		$690K Sell
10,812
-1,779
-14% -$102K 0.03% 446
2018
Q4 		$643K Buy
12,591
+1,275
+11% +$64.5K 0.03% 418
2018
Q3 		$657K Buy
11,316
+69
+0.6% +$3.38K 0.03% 518
2018
Q2 		$546K Sell
11,247
-1,614
-13% -$75.3K 0.02% 540
2018
Q1 		$598K Buy
12,861
+2,040
+19% +$88.6K 0.03% 469
2017
Q4 		$407K Sell
10,821
-1,596
-13% -$58.6K 0.02% 539
2017
Q3 		$452K Buy
12,417
+849
+7% +$32.4K 0.02% 478
2017
Q2 		$456K Buy
11,568
+339
+3% +$12.4K 0.03% 451
2017
Q1 		$352K Buy
+11,229
New +$352K 0.02% 471
2016
Q4 		– Sell
-5,553
Closed -$223K – 644
2016
Q3 		$223K Buy
+5,553
New +$209K 0.02% 480
2015
Q1 		– Sell
-11,814
Closed -$251K – 413
2014
Q4 		$251K Sell
11,814
-1,512
-11% -$30.4K 0.03% 364
2014
Q3 		$227K Buy
+13,326
New +$210K 0.02% 420

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

Atria Investments's EW Position: Q1 2026 in Review

Atria Investments increased its Edwards Lifesciences (EW) stake by 16% in Q1 2026, buying an estimated $151K and bringing the position to 13,117 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #1033.

Atria Investments first reported a position in EW in Q3 2014 and has held it in 34 quarters since. The position peaked at $5.37M in Q1 2022. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Atria Investments held 13,117 shares of Edwards Lifesciences worth $1.05M as of Q1 2026.
  • Atria Investments bought 1,832 Edwards Lifesciences shares in Q1 2026, an estimated $151K.
  • Edwards Lifesciences made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1033 holding.
  • Atria Investments first reported a position in Edwards Lifesciences in Q3 2014 and has held it in 34 quarters since.
  • Atria Investments's Edwards Lifesciences position peaked at $5.37M in Q1 2022.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.