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Bogart Wealth LLC’s Edwards Lifesciences EW Stock Holding History

Bogart Wealth LLC’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 		$3.92K Buy
49
+13
+36% +$1.07K ﹤0.01% 1126
2025
Q4 		$3.07K Buy
36
+14
+64% +$1.15K ﹤0.01% 1101
2025
Q3 		$1.71K Sell
22
-7
-24% -$547 ﹤0.01% 1188
2025
Q2 		$2.27K Sell
29
-1,011
-97% -$75.4K ﹤0.01% 1083
2025
Q1 		$75.4K Sell
1,040
-91,728
-99% -$6.57M ﹤0.01% 339
2024
Q4 		$6.87M Buy
92,768
+25,657
+38% +$1.8M 0.33% 73
2024
Q3 		$4.43M Buy
67,111
+5,408
+9% +$393K 0.21% 94
2024
Q2 		$5.7M Buy
+61,703
New +$5.46M 0.29% 84
2023
Q4 		– Sell
-23
Closed -$1.59K – 1084
2023
Q3 		$1.59K Hold
23
– – ﹤0.01% 909
2023
Q2 		$2.17K Sell
23
-48
-68% -$4.17K ﹤0.01% 868
2023
Q1 		$5.87K Sell
71
-239
-77% -$18.8K ﹤0.01% 682
2022
Q4 		$23.1K Buy
310
+10
+3% +$771 ﹤0.01% 411
2022
Q3 		$25K Buy
+300
New +$28.9K ﹤0.01% 398
2022
Q2 		– Sell
-2,136
Closed -$251K – 907
2022
Q1 		$251K Hold
2,136
– – 0.02% 147
2021
Q4 		$277K Hold
2,136
– – 0.03% 143
2021
Q3 		$242K Hold
2,136
– – 0.02% 141
2021
Q2 		$221K Hold
2,136
– – 0.02% 142
2021
Q1 		$179K Hold
2,136
– – 0.02% 137
2020
Q4 		$194K Buy
2,136
+300
+16% +$24.9K 0.04% 130
2020
Q3 		$146K Hold
1,836
– – 0.03% 135
2020
Q2 		$127K Hold
1,836
– – 0.03% 133
2020
Q1 		$115K Hold
1,836
– – 0.03% 130
2019
Q4 		$143K Hold
1,836
– – 0.05% 123
2019
Q3 		$135K Hold
1,836
– – 0.07% 109
2019
Q2 		$113K Hold
1,836
– – 0.07% 110
2019
Q1 		$117K Hold
1,836
– – 0.06% 104
2018
Q4 		$93K Hold
1,836
– – 0.05% 105
2018
Q3 		$107K Hold
1,836
– – 0.06% 101
2018
Q2 		$89K Sell
1,836
-1,020
-36% -$47.6K 0.05% 106
2018
Q1 		$134K Buy
+2,856
New +$124K 0.08% 88

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

Bogart Wealth LLC's EW Position: Q1 2026 in Review

Bogart Wealth LLC increased its Edwards Lifesciences (EW) stake by 36% in Q1 2026, buying an estimated $1.07K and bringing the position to 49 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

Bogart Wealth LLC first reported a position in EW in Q1 2018 and has held it in 30 quarters since. The position peaked at $6.87M in Q4 2024. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Bogart Wealth LLC held 49 shares of Edwards Lifesciences worth $3.92K as of Q1 2026.
  • Bogart Wealth LLC bought 13 Edwards Lifesciences shares in Q1 2026, an estimated $1.07K.
  • Edwards Lifesciences made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1126 holding.
  • Bogart Wealth LLC first reported a position in Edwards Lifesciences in Q1 2018 and has held it in 30 quarters since.
  • Bogart Wealth LLC's Edwards Lifesciences position peaked at $6.87M in Q4 2024.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.