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Caerus Investment Advisors’s Edwards Lifesciences EW Stock Holding History

Caerus Investment Advisors’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 		– Sell
-4,631
Closed -$395K – 311
2025
Q4 		$395K Buy
4,631
+459
+11% +$37.7K 0.13% 178
2025
Q3 		$324K Buy
+4,172
New +$326K 0.13% 187

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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

Caerus Investment Advisors's EW Position: Q1 2026 in Review

Caerus Investment Advisors sold out of Edwards Lifesciences (EW) in Q1 2026, closing a stake of 4,631 shares — an estimated $395K sold.

Caerus Investment Advisors first reported a position in EW in Q3 2025 and held it in 2 quarters. The position peaked at $395K in Q4 2025. 1,285 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Caerus Investment Advisors reported no remaining Edwards Lifesciences position as of Q1 2026 after selling out during the quarter.
  • Caerus Investment Advisors sold 4,631 Edwards Lifesciences shares in Q1 2026, an estimated $395K.
  • Caerus Investment Advisors first reported a position in Edwards Lifesciences in Q3 2025 and held it in 2 quarters.
  • Caerus Investment Advisors's Edwards Lifesciences position peaked at $395K in Q4 2025.
  • 1,285 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.