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Bellevue Group’s Edwards Lifesciences EW Stock Holding History

Bellevue 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 		$67.2M Sell
839,451
-203,645
-20% -$16.8M 1.6% 24
2025
Q4 		$88.9M Buy
1,043,096
+146,463
+16% +$12M 1.69% 19
2025
Q3 		$69.7M Buy
896,633
+7,556
+0.8% +$590K 1.45% 20
2025
Q2 		$69.5M Sell
889,077
-82,892
-9% -$6.18M 1.53% 18
2025
Q1 		$70.4M Sell
971,969
-125,879
-11% -$9.01M 1.58% 19
2024
Q4 		$81.3M Sell
1,097,848
-36,228
-3% -$2.54M 1.56% 17
2024
Q3 		$74.8M Sell
1,134,076
-126,385
-10% -$9.18M 1.21% 25
2024
Q2 		$116M Buy
1,260,461
+157,325
+14% +$13.9M 1.89% 16
2024
Q1 		$105M Buy
1,103,136
+84,138
+8% +$7.07M 1.61% 18
2023
Q4 		$77.7M Sell
1,018,998
-6,459
-0.6% -$449K 1.19% 23
2023
Q3 		$71M Sell
1,025,457
-12,635
-1% -$1.02M 1.14% 25
2023
Q2 		$97.9M Sell
1,038,092
-2,577
-0.2% -$224K 1.4% 22
2023
Q1 		$86.1M Sell
1,040,669
-23,462
-2% -$1.84M 1.25% 24
2022
Q4 		$79.4M Buy
1,064,131
+38,416
+4% +$2.96M 1.05% 29
2022
Q3 		$84.8M Buy
1,025,715
+15,088
+1% +$1.45M 1.22% 25
2022
Q2 		$96.1M Buy
1,010,627
+97,842
+11% +$10.1M 1.36% 16
2022
Q1 		$107M Sell
912,785
-8,400
-0.9% -$942K 1.25% 23
2021
Q4 		$119M Buy
921,185
+51,234
+6% +$5.98M 1.23% 25
2021
Q3 		$98.5M Sell
869,951
-20,305
-2% -$2.32M 1% 33
2021
Q2 		$92.2M Hold
890,256
– – 0.9% 38
2021
Q1 		$74.5M Buy
890,256
+63,338
+8% +$5.35M 0.79% 42
2020
Q4 		$75.4M Sell
826,918
-900
-0.1% -$74.7K 0.86% 35
2020
Q3 		$66.1M Buy
827,818
+36,136
+5% +$2.82M 0.91% 32
2020
Q2 		$54.7M Buy
791,682
+89,787
+13% +$6.38M 0.77% 37
2020
Q1 		$44.1M Buy
701,895
+93,666
+15% +$6.75M 0.86% 34
2019
Q4 		$47.3M Buy
608,229
+24,933
+4% +$1.95M 0.75% 38
2019
Q3 		$42.8M Buy
583,296
+61,398
+12% +$4.31M 0.8% 36
2019
Q2 		$32.1M Buy
521,898
+36,162
+7% +$2.19M 0.55% 47
2019
Q1 		$31M Buy
485,736
+12,345
+3% +$705K 1.7% 15
2018
Q4 		$24.2M Sell
473,391
-286,608
-38% -$14.5M 1.59% 17
2018
Q3 		$44.1M Buy
759,999
+143,019
+23% +$6.99M 2.8% 9
2018
Q2 		$29.9M Buy
616,980
+25,500
+4% +$1.19M 2.55% 9
2018
Q1 		$27.5M Buy
591,480
+26,880
+5% +$1.17M 2.73% 9
2017
Q4 		$21.2M Sell
564,600
-52,980
-9% -$1.94M 2.22% 10
2017
Q3 		$22.5M Buy
617,580
+47,880
+8% +$1.83M 2.35% 10
2017
Q2 		$22.5M Buy
569,700
+194,700
+52% +$7.11M 2.66% 6
2017
Q1 		$11.8M Hold
375,000
– – 1.57% 22
2016
Q4 		$11.7M Buy
375,000
+120,000
+47% +$3.89M 2.4% 13
2016
Q3 		$10.2M Buy
255,000
+51,000
+25% +$1.92M 1.85% 14
2016
Q2 		$6.78M Sell
204,000
-15,000
-7% -$513K 1.28% 27
2016
Q1 		$6.44M Buy
+219,000
New +$6.04M 1.17% 29

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

Bellevue Group's EW Position: Q1 2026 in Review

Bellevue Group reduced its Edwards Lifesciences (EW) stake by 20% in Q1 2026, selling an estimated $16.8M and leaving 839,451 shares worth $67.2M. The position accounts for 1.6% of the portfolio, ranked #24.

Bellevue Group first reported a position in EW in Q1 2016 and has held it in 41 quarters since. The position peaked at $119M in Q4 2021. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Bellevue Group held 839,451 shares of Edwards Lifesciences worth $67.2M as of Q1 2026.
  • Bellevue Group sold 203,645 Edwards Lifesciences shares in Q1 2026, an estimated $16.8M.
  • Edwards Lifesciences made up 1.6% of Bellevue Group's portfolio in Q1 2026, its #24 holding.
  • Bellevue Group first reported a position in Edwards Lifesciences in Q1 2016 and has held it in 41 quarters since.
  • Bellevue Group's Edwards Lifesciences position peaked at $119M in Q4 2021.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Bellevue Group's 13F filing for Q1 2026, filed 15 May 2026.