Capital Asset Advisory Services’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,486
| Closed | -$213K | – | 309 |
|
|
2025
Q4 | $213K | Sell |
2,486
-3,365
| -58% | -$276K | 0.01% | 277 |
|
|
2025
Q3 | $455K | Sell |
5,851
-2
| -0% | -$156 | 0.02% | 181 |
|
|
2025
Q2 | $452K | Buy |
+5,853
| New | +$437K | 0.02% | 179 |
|
|
2024
Q4 | – | Sell |
-3,623
| Closed | -$248K | – | 317 |
|
|
2024
Q3 | $248K | Sell |
3,623
-104
| -3% | -$7.56K | 0.01% | 278 |
|
|
2024
Q2 | $348K | Sell |
3,727
-20
| -0.5% | -$1.77K | 0.02% | 229 |
|
|
2024
Q1 | $347K | Buy |
3,747
+11
| +0.3% | +$924 | 0.02% | 227 |
|
|
2023
Q4 | $285K | Buy |
3,736
+64
| +2% | +$4.45K | 0.02% | 243 |
|
|
2023
Q3 | $261K | Sell |
3,672
-25
| -0.7% | -$2.01K | 0.02% | 262 |
|
|
2023
Q2 | $345K | Sell |
3,697
-24
| -0.6% | -$2.09K | 0.02% | 237 |
|
|
2023
Q1 | $308K | Sell |
3,721
-339
| -8% | -$26.6K | 0.02% | 255 |
|
|
2022
Q4 | $304K | Buy |
+4,060
| New | +$313K | 0.02% | 268 |
|
|
2022
Q3 | – | Sell |
-5,081
| Closed | -$483K | – | 498 |
|
|
2022
Q2 | $483K | Buy |
+5,081
| New | +$526K | 0.05% | 233 |
|
|
2020
Q3 | – | Sell |
-10,470
| Closed | -$803K | – | 569 |
|
|
2020
Q2 | $803K | Buy |
+10,470
| New | +$744K | 0.17% | 111 |
|
|
2020
Q1 | – | Sell |
-10,755
| Closed | -$829K | – | 537 |
|
|
2019
Q4 | $829K | Buy |
10,755
+225
| +2% | +$17.6K | 0.19% | 100 |
|
|
2019
Q3 | $772K | Sell |
10,530
-90
| -0.8% | -$6.32K | 0.51% | 36 |
|
|
2019
Q2 | $654K | Hold |
10,620
| – | – | 0.5% | 35 |
|
|
2019
Q1 | $677K | Hold |
10,620
| – | – | 0.88% | 18 |
|
|
2018
Q4 | $542K | Sell |
10,620
-45
| -0.4% | -$2.28K | 0.52% | 44 |
|
|
2018
Q3 | $619K | Sell |
10,665
-150
| -1% | -$7.34K | 0.52% | 45 |
|
|
2018
Q2 | $525K | Sell |
10,815
-1,275
| -11% | -$59.5K | 0.47% | 46 |
|
|
2018
Q1 | $562K | Sell |
12,090
-105
| -0.9% | -$4.56K | 0.52% | 48 |
|
|
2017
Q4 | $458K | Sell |
12,195
-1,935
| -14% | -$71K | 0.42% | 63 |
|
|
2017
Q3 | $515K | Sell |
14,130
-585
| -4% | -$22.3K | 0.47% | 54 |
|
|
2017
Q2 | $575K | Buy |
+14,715
| New | +$537K | 0.37% | 65 |
|
|
2016
Q2 | – | Sell |
-15,000
| Closed | -$441K | – | 70 |
|
|
2016
Q1 | $441K | Buy |
+15,000
| New | +$414K | 0.48% | 45 |
|
Other funds holding EW
VCM
VPM
Capital Asset Advisory Services's EW Position: Q1 2026 in Review
Capital Asset Advisory Services sold out of Edwards Lifesciences (EW) in Q1 2026, closing a stake of 2,486 shares — an estimated $213K sold.
Capital Asset Advisory Services first reported a position in EW in Q1 2016 and held it in 25 quarters. The position peaked at $829K in Q4 2019. 1,284 funds tracked by Wall St. Rank hold EW as of Q1 2026.
- Capital Asset Advisory Services reported no remaining Edwards Lifesciences position as of Q1 2026 after selling out during the quarter.
- Capital Asset Advisory Services sold 2,486 Edwards Lifesciences shares in Q1 2026, an estimated $213K.
- Capital Asset Advisory Services first reported a position in Edwards Lifesciences in Q1 2016 and held it in 25 quarters.
- Capital Asset Advisory Services's Edwards Lifesciences position peaked at $829K in Q4 2019.
- 1,284 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.
Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.