Bahl & Gaynor’s Edwards Lifesciences EW Stock Holding History

Bahl & Gaynor’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	$408K	Sell	5,098 -450	-8%	-$37.1K	﹤0.01%	290
2025 Q4	$473K	Buy	5,548 +450	+9%	+$36.9K	﹤0.01%	288
2025 Q3	$396K	Hold	5,098	–	–	﹤0.01%	296
2025 Q2	$399K	Hold	5,098	–	–	﹤0.01%	297
2025 Q1	$370K	Hold	5,098	–	–	﹤0.01%	306
2024 Q4	$377K	Hold	5,098	–	–	﹤0.01%	300
2024 Q3	$336K	Hold	5,098	–	–	﹤0.01%	310
2024 Q2	$471K	Hold	5,098	–	–	﹤0.01%	284
2024 Q1	$487K	Sell	5,098 -197	-4%	-$16.5K	﹤0.01%	286
2023 Q4	$404K	Buy	+5,295	New	+$368K	﹤0.01%	294
2023 Q3	–	Sell	-3,194	Closed	-$301K	–	339
2023 Q2	$301K	Buy	3,194 +164	+5%	+$14.3K	﹤0.01%	309
2023 Q1	$251K	Sell	3,030 -335	-10%	-$26.3K	﹤0.01%	317
2022 Q4	$251K	Buy	3,365 +193	+6%	+$14.9K	﹤0.01%	314
2022 Q3	$262K	Buy	+3,172	New	+$305K	﹤0.01%	301
2022 Q2	–	Sell	-2,314	Closed	-$272K	–	330
2022 Q1	$272K	Buy	2,314 +190	+9%	+$21.3K	﹤0.01%	317
2021 Q4	$275K	Hold	2,124	–	–	﹤0.01%	313
2021 Q3	$240K	Hold	2,124	–	–	﹤0.01%	324
2021 Q2	$220K	Buy	+2,124	New	+$200K	﹤0.01%	333

Other funds holding EW

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $609B AUM 40.19% 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 $167B AUM 44.17% 1-Year Est. Return

Bahl & Gaynor's EW Position: Q1 2026 in Review

Bahl & Gaynor reduced its Edwards Lifesciences (EW) stake by 8.1% in Q1 2026, selling an estimated $37.1K and leaving 5,098 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Bahl & Gaynor first reported a position in EW in Q2 2021 and has held it in 18 quarters since. The position peaked at $487K in Q1 2024. 1,287 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Bahl & Gaynor held 5,098 shares of Edwards Lifesciences worth $408K as of Q1 2026.
Bahl & Gaynor sold 450 Edwards Lifesciences shares in Q1 2026, an estimated $37.1K.
Edwards Lifesciences made up ﹤0.01% of Bahl & Gaynor's portfolio in Q1 2026, its #290 holding.
Bahl & Gaynor first reported a position in Edwards Lifesciences in Q2 2021 and has held it in 18 quarters since.
Bahl & Gaynor's Edwards Lifesciences position peaked at $487K in Q1 2024.
1,287 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Bahl & Gaynor's 13F filing for Q1 2026, filed 7 May 2026.