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Calamos Wealth Management’s Edwards Lifesciences EW Stock Holding History

Calamos Wealth 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 		$301K Sell
3,763
-198
-5% -$16.3K 0.01% 394
2025
Q4 		$338K Buy
3,961
+51
+1% +$4.18K 0.01% 330
2025
Q3 		$304K Buy
+3,910
New +$305K 0.01% 340
2024
Q1 		– Sell
-3,166
Closed -$241K – 322
2023
Q4 		$241K Sell
3,166
-1,649
-34% -$115K 0.02% 266
2023
Q3 		$334K Sell
4,815
-72
-1% -$5.79K 0.03% 241
2023
Q2 		$461K Buy
4,887
+1,665
+52% +$145K 0.03% 208
2023
Q1 		$267K Sell
3,222
-6,200
-66% -$487K 0.02% 269
2022
Q4 		$703K Sell
9,422
-52,331
-85% -$4.03M 0.05% 169
2022
Q3 		$5.1M Buy
61,753
+1,047
+2% +$101K 0.44% 59
2022
Q2 		$5.77M Buy
60,706
+1,492
+3% +$154K 0.51% 52
2022
Q1 		$6.97M Buy
59,214
+2,318
+4% +$260K 0.52% 48
2021
Q4 		$7.37M Buy
56,896
+1,118
+2% +$130K 0.54% 48
2021
Q3 		$6.32M Buy
55,778
+820
+1% +$93.6K 0.51% 51
2021
Q2 		$5.69M Sell
54,958
-3,660
-6% -$345K 0.44% 58
2021
Q1 		$4.9M Buy
58,618
+2,531
+5% +$214K 0.4% 69
2020
Q4 		$5.12M Buy
56,087
+4,549
+9% +$377K 0.47% 65
2020
Q3 		$4.11M Buy
51,538
+403
+0.8% +$31.4K 0.47% 60
2020
Q2 		$3.53M Buy
51,135
+2,076
+4% +$148K 0.44% 65
2020
Q1 		$3.08M Buy
49,059
+2,544
+5% +$183K 0.47% 59
2019
Q4 		$3.62M Sell
46,515
-195
-0.4% -$15.2K 0.43% 67
2019
Q3 		$3.42M Sell
46,710
-17,913
-28% -$1.26M 0.46% 67
2019
Q2 		$3.98M Buy
64,623
+3,483
+6% +$211K 0.54% 53
2019
Q1 		$3.9M Sell
61,140
-18,723
-23% -$1.07M 0.56% 50
2018
Q4 		$4.08M Buy
+79,863
New +$4.04M 0.61% 43
2017
Q1 		– Sell
-35,952
Closed -$1.12M – 243
2016
Q4 		$1.12M Buy
+35,952
New +$1.16M 0.18% 148

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

Calamos Wealth Management's EW Position: Q1 2026 in Review

Calamos Wealth Management reduced its Edwards Lifesciences (EW) stake by 5% in Q1 2026, selling an estimated $16.3K and leaving 3,763 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #394.

Calamos Wealth Management first reported a position in EW in Q4 2016 and has held it in 25 quarters since. The position peaked at $7.37M in Q4 2021. 1,285 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Calamos Wealth Management held 3,763 shares of Edwards Lifesciences worth $301K as of Q1 2026.
  • Calamos Wealth Management sold 198 Edwards Lifesciences shares in Q1 2026, an estimated $16.3K.
  • Edwards Lifesciences made up 0.01% of Calamos Wealth Management's portfolio in Q1 2026, its #394 holding.
  • Calamos Wealth Management first reported a position in Edwards Lifesciences in Q4 2016 and has held it in 25 quarters since.
  • Calamos Wealth Management's Edwards Lifesciences position peaked at $7.37M in Q4 2021.
  • 1,285 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.