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Bailard’s Edwards Lifesciences EW Stock Holding History

Bailard’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 		$984K Sell
12,288
-143
-1% -$11.8K 0.02% 326
2025
Q4 		$1.06M Buy
12,431
+1,406
+13% +$115K 0.02% 312
2025
Q3 		$857K Buy
11,025
+2,625
+31% +$205K 0.02% 355
2025
Q2 		$657K Sell
8,400
-256
-3% -$19.1K 0.02% 422
2025
Q1 		$627K Buy
8,656
+660
+8% +$47.2K 0.02% 413
2024
Q4 		$592K Sell
7,996
-31,187
-80% -$2.18M 0.02% 428
2024
Q3 		$2.59M Sell
39,183
-16,043
-29% -$1.17M 0.07% 205
2024
Q2 		$5.1M Sell
55,226
-530
-1% -$46.9K 0.14% 136
2024
Q1 		$5.33M Buy
55,756
+6,343
+13% +$533K 0.15% 138
2023
Q4 		$3.77M Sell
49,413
-7,218
-13% -$502K 0.11% 163
2023
Q3 		$3.92M Buy
56,631
+789
+1% +$63.4K 0.13% 141
2023
Q2 		$5.27M Sell
55,842
-12,750
-19% -$1.11M 0.18% 109
2023
Q1 		$5.67M Sell
68,592
-360
-0.5% -$28.3K 0.2% 107
2022
Q4 		$5.14M Sell
68,952
-1,215
-2% -$93.6K 0.2% 106
2022
Q3 		$5.8M Buy
70,167
+682
+1% +$65.6K 0.24% 95
2022
Q2 		$6.61M Buy
69,485
+288
+0.4% +$29.8K 0.26% 85
2022
Q1 		$8.15M Buy
69,197
+2,855
+4% +$320K 0.27% 85
2021
Q4 		$8.6M Sell
66,342
-2,166
-3% -$253K 0.27% 85
2021
Q3 		$7.76M Sell
68,508
-294
-0.4% -$33.6K 0.27% 90
2021
Q2 		$7.13M Sell
68,802
-77
-0.1% -$7.26K 0.25% 95
2021
Q1 		$5.76M Buy
+68,879
New +$5.82M 0.21% 102
2020
Q3 		– Sell
-2,944
Closed -$203K – 584
2020
Q2 		$203K Buy
+2,944
New +$209K 0.01% 435
2019
Q4 		– Sell
-2,901
Closed -$213K – 559
2019
Q3 		$213K Buy
+2,901
New +$204K 0.01% 462

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

Bailard's EW Position: Q1 2026 in Review

Bailard reduced its Edwards Lifesciences (EW) stake by 1.2% in Q1 2026, selling an estimated $11.8K and leaving 12,288 shares worth $984K. The position accounts for 0.02% of the portfolio, ranked #326.

Bailard first reported a position in EW in Q3 2019 and has held it in 23 quarters since. The position peaked at $8.6M in Q4 2021. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Bailard held 12,288 shares of Edwards Lifesciences worth $984K as of Q1 2026.
  • Bailard sold 143 Edwards Lifesciences shares in Q1 2026, an estimated $11.8K.
  • Edwards Lifesciences made up 0.02% of Bailard's portfolio in Q1 2026, its #326 holding.
  • Bailard first reported a position in Edwards Lifesciences in Q3 2019 and has held it in 23 quarters since.
  • Bailard's Edwards Lifesciences position peaked at $8.6M in Q4 2021.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.