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Callan Family Office’s Edwards Lifesciences EW Stock Holding History

Callan Family Office’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 		$4.5M Buy
56,237
+1,331
+2% +$110K 0.1% 206
2025
Q4 		$4.68M Buy
54,906
+17,000
+45% +$1.4M 0.1% 200
2025
Q3 		$2.95M Buy
37,906
+1,707
+5% +$133K 0.09% 219
2025
Q2 		$2.83M Buy
36,199
+27,509
+317% +$2.05M 0.09% 228
2025
Q1 		$630K Buy
8,690
+1,167
+16% +$83.5K 0.05% 283
2024
Q4 		$557K Buy
+7,523
New +$527K 0.04% 348

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

Callan Family Office's EW Position: Q1 2026 in Review

Callan Family Office increased its Edwards Lifesciences (EW) stake by 2.4% in Q1 2026, buying an estimated $110K and bringing the position to 56,237 shares worth $4.5M. The position accounts for 0.1% of the portfolio, ranked #206.

Callan Family Office first reported a position in EW in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.68M in Q4 2025. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Callan Family Office held 56,237 shares of Edwards Lifesciences worth $4.5M as of Q1 2026.
  • Callan Family Office bought 1,331 Edwards Lifesciences shares in Q1 2026, an estimated $110K.
  • Edwards Lifesciences made up 0.1% of Callan Family Office's portfolio in Q1 2026, its #206 holding.
  • Callan Family Office first reported a position in Edwards Lifesciences in Q4 2024 and has held it in 6 quarters since.
  • Callan Family Office's Edwards Lifesciences position peaked at $4.68M in Q4 2025.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.