Bourgeon Capital Management’s Edwards Lifesciences EW Stock Holding History

Bourgeon Capital 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	$242K	Buy	3,016 +9	+0.3%	+$742	0.04%	94
2025 Q4	$256K	Hold	3,007	–	–	0.04%	111
2025 Q3	$234K	Hold	3,007	–	–	0.04%	106
2025 Q2	$235K	Sell	3,007 -11	-0.4%	-$820	0.05%	102
2025 Q1	$219K	Sell	3,018 -131	-4%	-$9.38K	0.05%	102
2024 Q4	$233K	Buy	+3,149	New	+$220K	0.04%	113
2024 Q3	–	Sell	-3,008	Closed	-$278K	–	109
2024 Q2	$278K	Buy	3,008 +4	+0.1%	+$354	0.05%	97
2024 Q1	$287K	Buy	+3,004	New	+$252K	0.06%	98

Other funds holding EW

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bourgeon Capital Management's EW Position: Q1 2026 in Review

Bourgeon Capital Management increased its Edwards Lifesciences (EW) stake by 0.3% in Q1 2026, buying an estimated $742 and bringing the position to 3,016 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #94.

Bourgeon Capital Management first reported a position in EW in Q1 2024 and has held it in 8 quarters since. The position peaked at $287K in Q1 2024. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Bourgeon Capital Management held 3,016 shares of Edwards Lifesciences worth $242K as of Q1 2026.
Bourgeon Capital Management bought 9 Edwards Lifesciences shares in Q1 2026, an estimated $742.
Edwards Lifesciences made up 0.04% of Bourgeon Capital Management's portfolio in Q1 2026, its #94 holding.
Bourgeon Capital Management first reported a position in Edwards Lifesciences in Q1 2024 and has held it in 8 quarters since.
Bourgeon Capital Management's Edwards Lifesciences position peaked at $287K in Q1 2024.
1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Bourgeon Capital Management's 13F filing for Q1 2026, filed 13 Apr 2026.