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BIP Wealth’s Edwards Lifesciences EW Stock Holding History

BIP Wealth’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 		$275K Sell
3,437
-1,272
-27% -$105K 0.01% 386
2025
Q4 		$401K Buy
+4,709
New +$386K 0.01% 327

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

BIP Wealth's EW Position: Q1 2026 in Review

BIP Wealth reduced its Edwards Lifesciences (EW) stake by 27% in Q1 2026, selling an estimated $105K and leaving 3,437 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #386.

BIP Wealth first reported a position in EW in Q4 2025 and has held it in 2 quarters since. The position peaked at $401K in Q4 2025. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • BIP Wealth held 3,437 shares of Edwards Lifesciences worth $275K as of Q1 2026.
  • BIP Wealth sold 1,272 Edwards Lifesciences shares in Q1 2026, an estimated $105K.
  • Edwards Lifesciences made up 0.01% of BIP Wealth's portfolio in Q1 2026, its #386 holding.
  • BIP Wealth first reported a position in Edwards Lifesciences in Q4 2025 and has held it in 2 quarters since.
  • BIP Wealth's Edwards Lifesciences position peaked at $401K in Q4 2025.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.