Capstone Investment Advisors
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Capstone Investment Advisors’s Edwards Lifesciences EW Stock Holding History

Capstone Investment Advisors’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
-6,100
Closed -$520K – 1668
2025
Q4 		$520K Sell
6,100
-3,200
-34% -$263K ﹤0.01% 1136
2025
Q3 		$723K Buy
9,300
+1,600
+21% +$125K ﹤0.01% 1157
2025
Q2 		$602K Sell
7,700
-15,000
-66% -$1.12M ﹤0.01% 1059
2025
Q1 		$1.65M Sell
22,700
-4,600
-17% -$329K ﹤0.01% 739
2024
Q4 		$2.02M Buy
27,300
+7,500
+38% +$525K ﹤0.01% 849
2024
Q3 		$1.31M Buy
19,800
+5,300
+37% +$385K ﹤0.01% 877
2024
Q2 		$1.34M Buy
14,500
+4,600
+46% +$407K ﹤0.01% 867
2024
Q1 		$946K Sell
9,900
-17,700
-64% -$1.49M ﹤0.01% 1184
2023
Q4 		$2.1M Buy
27,600
+7,500
+37% +$522K 0.01% 782
2023
Q3 		$1.39M Buy
20,100
+400
+2% +$32.1K 0.01% 860
2023
Q2 		$1.86M Hold
19,700
– – 0.01% 660
2023
Q1 		$1.63M Sell
19,700
-9,200
-32% -$723K 0.01% 649
2022
Q4 		$2.16M Buy
28,900
+2,700
+10% +$208K 0.02% 683
2022
Q3 		$2.17M Buy
26,200
+2,100
+9% +$202K 0.01% 723
2022
Q2 		$2.29M Sell
24,100
-17,000
-41% -$1.76M 0.01% 708
2022
Q1 		$4.84M Sell
41,100
-15,900
-28% -$1.78M 0.01% 719
2021
Q4 		$7.38M Sell
57,000
-2,800
-5% -$327K 0.01% 708
2021
Q3 		$6.77M Buy
59,800
+5,300
+10% +$605K 0.01% 756
2021
Q2 		$5.64M Buy
54,500
+14,400
+36% +$1.36M 0.01% 701
2021
Q1 		$3.35M Sell
40,100
-60,300
-60% -$5.1M 0.01% 761
2020
Q4 		$9.16M Buy
100,400
+1,800
+2% +$149K 0.03% 422
2020
Q3 		$7.87M Buy
98,600
+12,700
+15% +$991K 0.04% 382
2020
Q2 		$5.94M Buy
85,900
+26,200
+44% +$1.86M 0.04% 377
2020
Q1 		$3.75M Sell
59,700
-47,700
-44% -$3.44M 0.06% 350
2019
Q4 		$8.35M Buy
107,400
+27,600
+35% +$2.16M 0.05% 406
2019
Q3 		$5.85M Buy
79,800
+19,500
+32% +$1.37M 0.04% 396
2019
Q2 		$3.71M Buy
60,300
+28,500
+90% +$1.72M 0.03% 551
2019
Q1 		$2.03M Buy
31,800
+22,200
+231% +$1.27M 0.02% 602
2018
Q4 		$490K Sell
9,600
-1,500
-14% -$75.9K 0.01% 819
2018
Q3 		$644K Buy
+11,100
New +$543K 0.01% 726

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 $609B AUM 40.19% 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 $167B AUM 44.17% 1-Year Est. Return

Capstone Investment Advisors's EW Position: Q1 2026 in Review

Capstone Investment Advisors reduced its Edwards Lifesciences (EW) stake by 45% in Q1 2026, selling an estimated $272K and leaving 4,024 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

Capstone Investment Advisors first reported a position in EW in Q4 2015 and has held it in 31 quarters since. The position peaked at $4.19M in Q3 2022. 1,285 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Capstone Investment Advisors held 4,024 shares of Edwards Lifesciences worth $322K as of Q1 2026.
  • Capstone Investment Advisors sold 3,294 Edwards Lifesciences shares in Q1 2026, an estimated $272K.
  • Edwards Lifesciences made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1343 holding.
  • Capstone Investment Advisors first reported a position in Edwards Lifesciences in Q4 2015 and has held it in 31 quarters since.
  • Capstone Investment Advisors's Edwards Lifesciences position peaked at $4.19M in Q3 2022.
  • 1,285 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.