Bradley Foster & Sargent’s Edwards Lifesciences EW Stock Holding History

Bradley Foster & Sargent’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	$1.13M	Sell	14,169 -10	-0.1%	-$824	0.02%	282
2025 Q4	$1.21M	Sell	14,179 -21	-0.1%	-$1.72K	0.02%	272
2025 Q3	$1.1M	Sell	14,200 -385	-3%	-$30.1K	0.02%	280
2025 Q2	$1.14M	Buy	14,585 +595	+4%	+$44.4K	0.02%	277
2025 Q1	$1.01M	Sell	13,990 -375	-3%	-$26.8K	0.02%	271
2024 Q4	$1.06M	Sell	14,365 -479	-3%	-$33.5K	0.02%	270
2024 Q3	$980K	Sell	14,844 -1,998	-12%	-$145K	0.02%	283
2024 Q2	$1.56M	Buy	16,842 +2,563	+18%	+$227K	0.03%	219
2024 Q1	$1.36M	Hold	14,279	–	–	0.02%	241
2023 Q4	$1.09M	Sell	14,279 -1,918	-12%	-$133K	0.02%	263
2023 Q3	$1.53M	Hold	16,197	–	–	0.03%	231
2023 Q2	$1.53M	Sell	16,197 -186	-1%	-$16.2K	0.03%	231
2023 Q1	$1.36M	Sell	16,383 -871	-5%	-$68.5K	0.03%	219
2022 Q4	$1.29M	Sell	17,254 -1,767	-9%	-$136K	0.03%	222
2022 Q3	$1.57M	Sell	19,021 -450	-2%	-$43.3K	0.04%	191
2022 Q2	$1.85M	Buy	19,471 +1,182	+6%	+$122K	0.05%	189
2022 Q1	$2.15M	Buy	18,289 +12,164	+199%	+$1.36M	0.05%	194
2021 Q4	$793K	Buy	6,125 +3,290	+116%	+$384K	0.02%	273
2021 Q3	$321K	Sell	2,835 -1,800	-39%	-$205K	0.01%	356
2021 Q2	$480K	Buy	4,635 +3	+0.1%	+$283	0.01%	309
2021 Q1	$387K	Hold	4,632	–	–	0.01%	315
2020 Q4	$423K	Buy	4,632 +18	+0.4%	+$1.49K	0.01%	303
2020 Q3	$368K	Buy	+4,614	New	+$360K	0.01%	280
2020 Q1	$290K	Hold	4,614	–	–	0.01%	281
2019 Q4	$359K	Hold	4,614	–	–	0.01%	300
2019 Q3	$338K	Hold	4,614	–	–	0.01%	289
2019 Q2	$284K	Sell	4,614 -300	-6%	-$18.1K	0.01%	306
2019 Q1	$313K	Hold	4,914	–	–	0.01%	301
2018 Q4	$251K	Hold	4,914	–	–	0.01%	309
2018 Q3	$285K	Sell	4,914 -570	-10%	-$27.9K	0.01%	324
2018 Q2	$266K	Hold	5,484	–	–	0.01%	335
2018 Q1	$255K	Buy	5,484 +114	+2%	+$4.95K	0.01%	323
2017 Q4	$202K	Sell	5,370 -300	-5%	-$11K	0.01%	339
2017 Q3	$207K	Hold	5,670	–	–	0.01%	347
2017 Q2	$223K	Buy	+5,670	New	+$207K	0.01%	332
2016 Q4	–	Sell	-6,570	Closed	-$264K	–	348
2016 Q3	$264K	Sell	6,570 -450	-6%	-$16.9K	0.01%	309
2016 Q2	$233K	Sell	7,020 -1,650	-19%	-$56.5K	0.01%	311
2016 Q1	$255K	Buy	8,670 +120	+1%	+$3.31K	0.01%	292
2015 Q4	$225K	Sell	8,550 -210	-2%	-$5.45K	0.01%	307
2015 Q3	$208K	Hold	8,760	–	–	0.01%	320
2015 Q2	$208K	Hold	8,760	–	–	0.01%	338
2015 Q1	$208K	Buy	+8,760	New	+$197K	0.01%	338
2013 Q4	–	Sell	-27,300	Closed	-$317K	–	347
2013 Q3	$317K	Sell	27,300 -1,500	-5%	-$17.5K	0.02%	281
2013 Q2	$323K	Buy	+28,800	New	+$341K	0.02%	260

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

Bradley Foster & Sargent's EW Position: Q1 2026 in Review

Bradley Foster & Sargent reduced its Edwards Lifesciences (EW) stake by 0.07% in Q1 2026, selling an estimated $824 and leaving 14,169 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #282.

Bradley Foster & Sargent first reported a position in EW in Q2 2013 and has held it in 44 quarters since. The position peaked at $2.15M in Q1 2022. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Bradley Foster & Sargent held 14,169 shares of Edwards Lifesciences worth $1.13M as of Q1 2026.
Bradley Foster & Sargent sold 10 Edwards Lifesciences shares in Q1 2026, an estimated $824.
Edwards Lifesciences made up 0.02% of Bradley Foster & Sargent's portfolio in Q1 2026, its #282 holding.
Bradley Foster & Sargent first reported a position in Edwards Lifesciences in Q2 2013 and has held it in 44 quarters since.
Bradley Foster & Sargent's Edwards Lifesciences position peaked at $2.15M in Q1 2022.
1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Bradley Foster & Sargent's 13F filing for Q1 2026, filed 15 May 2026.