BFPW
EW icon

BOK Financial Private Wealth’s Edwards Lifesciences EW Stock Holding History

BOK Financial Private 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 		$968K Hold
12,085
– – 0.06% 84
2025
Q4 		$1.03M Hold
12,085
– – 0.06% 88
2025
Q3 		$940K Hold
12,085
– – 0.06% 90
2025
Q2 		$945K Sell
12,085
-73
-0.6% -$5.44K 0.06% 90
2025
Q1 		$881K Buy
12,158
+60
+0.5% +$4.29K 0.07% 97
2024
Q4 		$896K Sell
12,098
-222
-2% -$15.5K 0.07% 102
2024
Q3 		$813K Sell
12,320
-20,574
-63% -$1.49M 0.06% 112
2024
Q2 		$3.04M Sell
32,894
-410
-1% -$36.3K 0.22% 47
2024
Q1 		$3.18M Sell
33,304
-216
-0.6% -$18.1K 0.24% 47
2023
Q4 		$2.56M Sell
33,520
-15
-0% -$1.04K 0.21% 56
2023
Q3 		$2.32M Sell
33,535
-3,532
-10% -$284K 0.2% 62
2023
Q2 		$3.5M Sell
37,067
-7,088
-16% -$616K 0.29% 49
2023
Q1 		$3.65M Sell
44,155
-128
-0.3% -$10.1K 0.29% 48
2022
Q4 		$3.3M Buy
44,283
+77
+0.2% +$5.93K 0.27% 52
2022
Q3 		$3.65M Sell
44,206
-457
-1% -$44K 0.33% 45
2022
Q2 		$4.25M Sell
44,663
-3,653
-8% -$378K 0.38% 40
2022
Q1 		$5.69M Buy
48,316
+395
+0.8% +$44.3K 0.4% 40
2021
Q4 		$6.21M Sell
47,921
-214
-0.4% -$25K 0.43% 38
2021
Q3 		$5.45M Buy
48,135
+317
+0.7% +$36.2K 0.43% 40
2021
Q2 		$4.95M Buy
47,818
+1,218
+3% +$115K 0.4% 43
2021
Q1 		$3.9M Sell
46,600
-25,816
-36% -$2.18M 0.35% 45
2020
Q4 		$6.61M Sell
72,416
-2,379
-3% -$197K 0.63% 32
2020
Q3 		$5.97M Sell
74,795
-4,115
-5% -$321K 0.62% 33
2020
Q2 		$5.45M Sell
78,910
-26,480
-25% -$1.88M 0.57% 34
2020
Q1 		$6.63M Sell
105,390
-43,311
-29% -$3.12M 0.8% 29
2019
Q4 		$11.6M Buy
+148,701
New +$11.6M 0.98% 25

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

BOK Financial Private Wealth's EW Position: Q1 2026 in Review

BOK Financial Private Wealth held its Edwards Lifesciences (EW) position steady in Q1 2026 at 12,085 shares worth $968K. The position accounts for 0.06% of the portfolio, ranked #84.

BOK Financial Private Wealth first reported a position in EW in Q4 2019 and has held it in 26 quarters since. The position peaked at $11.6M in Q4 2019. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • BOK Financial Private Wealth held 12,085 shares of Edwards Lifesciences worth $968K as of Q1 2026.
  • BOK Financial Private Wealth left its Edwards Lifesciences share count unchanged in Q1 2026.
  • Edwards Lifesciences made up 0.06% of BOK Financial Private Wealth's portfolio in Q1 2026, its #84 holding.
  • BOK Financial Private Wealth first reported a position in Edwards Lifesciences in Q4 2019 and has held it in 26 quarters since.
  • BOK Financial Private Wealth's Edwards Lifesciences position peaked at $11.6M in Q4 2019.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.