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Beacon Pointe Advisors’s Edwards Lifesciences EW Stock Holding History

Beacon Pointe Advisors’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 		$11.8M Buy
147,594
+128,250
+663% +$10.6M 0.06% 281
2025
Q4 		$1.65M Buy
19,344
+701
+4% +$57.5K 0.01% 671
2025
Q3 		$1.45M Sell
18,643
-11,716
-39% -$915K 0.01% 628
2025
Q2 		$2.37M Buy
30,359
+995
+3% +$74.2K 0.02% 457
2025
Q1 		$2.13M Sell
29,364
-3,472
-11% -$249K 0.02% 446
2024
Q4 		$2.43M Sell
32,836
-952
-3% -$66.6K 0.03% 417
2024
Q3 		$2.23M Sell
33,788
-3,858
-10% -$280K 0.03% 445
2024
Q2 		$3.48M Sell
37,646
-1,302
-3% -$115K 0.04% 353
2024
Q1 		$3.72M Sell
38,948
-1,086
-3% -$91.2K 0.04% 361
2023
Q4 		$3.05M Sell
40,034
-4,468
-10% -$311K 0.04% 394
2023
Q3 		$3.08M Buy
44,502
+4,596
+12% +$369K 0.04% 364
2023
Q2 		$3.76M Buy
39,906
+2,718
+7% +$236K 0.06% 268
2023
Q1 		$3.08M Sell
37,188
-258
-0.7% -$20.3K 0.05% 303
2022
Q4 		$2.79M Sell
37,446
-906
-2% -$69.8K 0.05% 294
2022
Q3 		$3.16M Sell
38,352
-9,389
-20% -$903K 0.07% 230
2022
Q2 		$4.54M Sell
47,741
-27,514
-37% -$2.85M 0.1% 195
2022
Q1 		$8.86M Buy
75,255
+43,655
+138% +$4.9M 0.12% 171
2021
Q4 		$4.09M Sell
31,600
-41,804
-57% -$4.88M 0.11% 164
2021
Q3 		$8.31M Buy
73,404
+48,392
+193% +$5.52M 0.21% 119
2021
Q2 		$2.59M Buy
25,012
+894
+4% +$84.3K 0.09% 186
2021
Q1 		$2.02M Sell
24,118
-2,619
-10% -$221K 0.12% 145
2020
Q4 		$2.44M Buy
26,737
+2,738
+11% +$227K 0.17% 117
2020
Q3 		$1.92M Buy
23,999
+8
+0% +$624 0.19% 105
2020
Q2 		$1.66M Sell
23,991
-117
-0.5% -$8.31K 0.17% 117
2020
Q1 		$1.51M Buy
24,108
+16,356
+211% +$1.18M 0.24% 89
2019
Q4 		$602K Buy
7,752
+543
+8% +$42.4K 0.19% 109
2019
Q3 		$528K Sell
7,209
-1,074
-13% -$75.4K 0.23% 99
2019
Q2 		$512K Buy
8,283
+1,128
+16% +$68.2K 0.19% 116
2019
Q1 		$458K Buy
7,155
+1,032
+17% +$58.9K 0.17% 119
2018
Q4 		$312K Buy
+6,123
New +$310K 0.19% 119

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

Beacon Pointe Advisors's EW Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Edwards Lifesciences (EW) stake by 663% in Q1 2026, buying an estimated $10.6M and bringing the position to 147,594 shares worth $11.8M. The position accounts for 0.06% of the portfolio, ranked #281.

Beacon Pointe Advisors first reported a position in EW in Q4 2018 and has held it in 30 quarters since. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Beacon Pointe Advisors held 147,594 shares of Edwards Lifesciences worth $11.8M as of Q1 2026.
  • Beacon Pointe Advisors bought 128,250 Edwards Lifesciences shares in Q1 2026, an estimated $10.6M.
  • Edwards Lifesciences made up 0.06% of Beacon Pointe Advisors's portfolio in Q1 2026, its #281 holding.
  • Beacon Pointe Advisors first reported a position in Edwards Lifesciences in Q4 2018 and has held it in 30 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.