BGAI
EW icon

Bruce G. Allen Investments’s Edwards Lifesciences EW Stock Holding History

Bruce G. Allen Investments’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 		$5.37K Hold
67
– – ﹤0.01% 550
2025
Q4 		$5.71K Hold
67
– – ﹤0.01% 538
2025
Q3 		$5.21K Hold
67
– – ﹤0.01% 558
2025
Q2 		$5.24K Buy
67
+3
+5% +$224 ﹤0.01% 560
2025
Q1 		$4.64K Hold
64
– – ﹤0.01% 574
2024
Q4 		$4.74K Buy
+64
New +$4.48K ﹤0.01% 587

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

Bruce G. Allen Investments's EW Position: Q1 2026 in Review

Bruce G. Allen Investments held its Edwards Lifesciences (EW) position steady in Q1 2026 at 67 shares worth $5.37K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Bruce G. Allen Investments first reported a position in EW in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.71K in Q4 2025. 1,284 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Bruce G. Allen Investments held 67 shares of Edwards Lifesciences worth $5.37K as of Q1 2026.
  • Bruce G. Allen Investments left its Edwards Lifesciences share count unchanged in Q1 2026.
  • Edwards Lifesciences made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #550 holding.
  • Bruce G. Allen Investments first reported a position in Edwards Lifesciences in Q4 2024 and has held it in 6 quarters since.
  • Bruce G. Allen Investments's Edwards Lifesciences position peaked at $5.71K in Q4 2025.
  • 1,284 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.