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Belpointe Asset Management’s Edwards Lifesciences EW Stock Holding History

Belpointe Asset Management’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 		– Sell
-10,468
Closed -$892K – 1102
2025
Q4 		$892K Buy
+10,468
New +$859K 0.03% 480
2024
Q3 		– Sell
-2,324
Closed -$215K – 949
2024
Q2 		$215K Buy
2,324
+143
+7% +$12.7K 0.02% 707
2024
Q1 		$208K Buy
+2,181
New +$183K 0.02% 729
2023
Q2 		– Sell
-2,338
Closed -$193K – 1432
2023
Q1 		$193K Buy
2,338
+318
+16% +$25K 0.01% 961
2022
Q4 		$151K Sell
2,020
-5
-0.2% -$385 0.01% 1020
2022
Q3 		$167K Buy
2,025
+461
+29% +$44.4K 0.01% 913
2022
Q2 		$148K Sell
1,564
-7
-0.4% -$725 0.01% 944
2022
Q1 		$185K Sell
1,571
-289
-16% -$32.4K 0.01% 944
2021
Q4 		$240K Sell
1,860
-287
-13% -$33.5K 0.02% 821
2021
Q3 		$243K Buy
2,147
+601
+39% +$68.6K 0.02% 784
2021
Q2 		$160K Buy
+1,546
New +$146K 0.01% 924
2021
Q1 		– Sell
-1,262
Closed -$115K – 1020
2020
Q4 		$115K Sell
1,262
-27
-2% -$2.24K 0.01% 900
2020
Q3 		$103K Sell
1,289
-1,319
-51% -$103K 0.01% 763
2020
Q2 		$180K Buy
2,608
+292
+13% +$20.8K 0.02% 552
2020
Q1 		$146K Sell
2,316
-6,501
-74% -$469K 0.03% 504
2019
Q4 		$686K Buy
8,817
+5,373
+156% +$420K 0.09% 249
2019
Q3 		$252K Sell
3,444
-579
-14% -$40.7K 0.04% 426
2019
Q2 		$248K Buy
4,023
+1,056
+36% +$63.9K 0.05% 365
2019
Q1 		$189K Buy
2,967
+588
+25% +$33.6K 0.04% 312
2018
Q4 		$121K Sell
2,379
-9,000
-79% -$455K 0.03% 443
2018
Q3 		$660K Buy
11,379
+1,995
+21% +$97.6K 0.1% 194
2018
Q2 		$455K Buy
9,384
+393
+4% +$18.3K 0.13% 182
2018
Q1 		$418K Sell
8,991
-1,437
-14% -$62.4K 0.12% 195
2017
Q4 		$392K Buy
10,428
+699
+7% +$25.7K 0.09% 284
2017
Q3 		$354K Buy
+9,729
New +$371K 0.08% 286

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

Belpointe Asset Management's EW Position: Q1 2026 in Review

Belpointe Asset Management sold out of Edwards Lifesciences (EW) in Q1 2026, closing a stake of 10,468 shares — an estimated $892K sold.

Belpointe Asset Management first reported a position in EW in Q3 2017 and held it in 25 quarters. The position peaked at $892K in Q4 2025. 1,285 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Belpointe Asset Management reported no remaining Edwards Lifesciences position as of Q1 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 10,468 Edwards Lifesciences shares in Q1 2026, an estimated $892K.
  • Belpointe Asset Management first reported a position in Edwards Lifesciences in Q3 2017 and held it in 25 quarters.
  • Belpointe Asset Management's Edwards Lifesciences position peaked at $892K in Q4 2025.
  • 1,285 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.