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Capital Group Private Client Services’s Edwards Lifesciences EW Stock Holding History

Capital Group Private Client Services’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
-5,068
Closed -$432K – 262
2025
Q4 		$432K Hold
5,068
– – 0.01% 250
2025
Q3 		$394K Hold
5,068
– – 0.01% 258
2025
Q2 		$396K Hold
5,068
– – ﹤0.01% 262
2025
Q1 		$367K Sell
5,068
-101
-2% -$7.23K ﹤0.01% 260
2024
Q4 		$383K Sell
5,169
-209
-4% -$14.6K ﹤0.01% 254
2024
Q3 		$355K Sell
5,378
-879
-14% -$63.9K ﹤0.01% 250
2024
Q2 		$578K Sell
6,257
-161,282
-96% -$14.3M 0.01% 238
2024
Q1 		$16M Sell
167,539
-204,030
-55% -$17.1M 0.16% 125
2023
Q4 		$28.3M Sell
371,569
-404,392
-52% -$28.1M 0.29% 92
2023
Q3 		$53.8M Buy
775,961
+60,783
+8% +$4.88M 0.65% 53
2023
Q2 		$67.5M Buy
715,178
+12,692
+2% +$1.1M 0.8% 39
2023
Q1 		$58.1M Buy
702,486
+138,307
+25% +$10.9M 0.72% 44
2022
Q4 		$42.1M Sell
564,179
-83,066
-13% -$6.4M 0.53% 61
2022
Q3 		$53.5M Buy
647,245
+1,718
+0.3% +$165K 0.75% 41
2022
Q2 		$61.4M Buy
645,527
+143,333
+29% +$14.8M 0.79% 41
2022
Q1 		$59.1M Buy
502,194
+17,993
+4% +$2.02M 0.65% 50
2021
Q4 		$62.7M Sell
484,201
-3,801
-0.8% -$443K 0.67% 51
2021
Q3 		$55.2M Buy
+488,002
New +$55.7M 0.64% 58

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

Capital Group Private Client Services's EW Position: Q1 2026 in Review

Capital Group Private Client Services sold out of Edwards Lifesciences (EW) in Q1 2026, closing a stake of 5,068 shares — an estimated $432K sold.

Capital Group Private Client Services first reported a position in EW in Q3 2021 and held it in 18 quarters. The position peaked at $67.5M in Q2 2023. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Capital Group Private Client Services reported no remaining Edwards Lifesciences position as of Q1 2026 after selling out during the quarter.
  • Capital Group Private Client Services sold 5,068 Edwards Lifesciences shares in Q1 2026, an estimated $432K.
  • Capital Group Private Client Services first reported a position in Edwards Lifesciences in Q3 2021 and held it in 18 quarters.
  • Capital Group Private Client Services's Edwards Lifesciences position peaked at $67.5M in Q2 2023.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.