Caldwell Sutter Capital’s Edwards Lifesciences EW Stock Holding History

Caldwell Sutter Capital’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 Q2	$814	Hold	9	–	–	﹤0.01%	866
2026 Q1	$721	Hold	9	–	–	﹤0.01%	835
2025 Q4	$767	Hold	9	–	–	﹤0.01%	821
2025 Q3	$700	Hold	9	–	–	﹤0.01%	817
2025 Q2	$704	Hold	9	–	–	﹤0.01%	793
2025 Q1	$652	Hold	9	–	–	﹤0.01%	818
2024 Q4	$666	Hold	9	–	–	﹤0.01%	835
2024 Q3	$594	Hold	9	–	–	﹤0.01%	844
2024 Q2	$831	Hold	9	–	–	﹤0.01%	835
2024 Q1	$860	Hold	9	–	–	﹤0.01%	832
2023 Q4	$686	Hold	9	–	–	﹤0.01%	865
2023 Q3	$624	Hold	9	–	–	﹤0.01%	825
2023 Q2	$849	Hold	9	–	–	﹤0.01%	804
2023 Q1	$745	Buy	+9	New	+$707	﹤0.01%	540

Other funds holding EW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Caldwell Sutter Capital's EW Position: Q2 2026 in Review

Caldwell Sutter Capital held its Edwards Lifesciences (EW) position steady in Q2 2026 at 9 shares worth $814. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Caldwell Sutter Capital first reported a position in EW in Q1 2023 and has held it in 14 quarters since. The position peaked at $860 in Q1 2024. 1,325 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Caldwell Sutter Capital held 9 shares of Edwards Lifesciences worth $814 as of Q2 2026.
Caldwell Sutter Capital left its Edwards Lifesciences share count unchanged in Q2 2026.
Edwards Lifesciences made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #866 holding.
Caldwell Sutter Capital first reported a position in Edwards Lifesciences in Q1 2023 and has held it in 14 quarters since.
Caldwell Sutter Capital's Edwards Lifesciences position peaked at $860 in Q1 2024.
1,325 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.