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 		$1.63M Sell
20,400
-1,600
-7% -$132K ﹤0.01% 699
2025
Q4 		$1.88M Sell
22,000
-13,900
-39% -$1.14M ﹤0.01% 650
2025
Q3 		$2.79M Buy
35,900
+2,600
+8% +$203K 0.01% 648
2025
Q2 		$2.6M Sell
33,300
-29,600
-47% -$2.21M 0.01% 563
2025
Q1 		$4.56M Buy
62,900
+3,000
+5% +$215K 0.01% 481
2024
Q4 		$4.43M Buy
59,900
+25,900
+76% +$1.81M 0.01% 597
2024
Q3 		$2.24M Sell
34,000
-3,300
-9% -$240K 0.01% 695
2024
Q2 		$3.45M Buy
37,300
+8,700
+30% +$770K 0.01% 561
2024
Q1 		$2.73M Sell
28,600
-38,700
-58% -$3.25M 0.01% 650
2023
Q4 		$5.13M Buy
67,300
+26,500
+65% +$1.84M 0.02% 516
2023
Q3 		$2.83M Sell
40,800
-9,500
-19% -$763K 0.01% 607
2023
Q2 		$4.74M Buy
50,300
+1,300
+3% +$113K 0.02% 390
2023
Q1 		$4.05M Buy
49,000
+31,600
+182% +$2.48M 0.02% 410
2022
Q4 		$1.3M Sell
17,400
-69,400
-80% -$5.35M 0.01% 848
2022
Q3 		$7.17M Sell
86,800
-16,600
-16% -$1.6M 0.04% 315
2022
Q2 		$9.83M Sell
103,400
-65,200
-39% -$6.75M 0.05% 265
2022
Q1 		$19.8M Sell
168,600
-197,700
-54% -$22.2M 0.05% 260
2021
Q4 		$47.5M Sell
366,300
-26,100
-7% -$3.04M 0.08% 214
2021
Q3 		$44.4M Buy
392,400
+22,100
+6% +$2.52M 0.09% 200
2021
Q2 		$38.4M Buy
370,300
+98,400
+36% +$9.28M 0.09% 203
2021
Q1 		$22.7M Sell
271,900
-94,700
-26% -$8.01M 0.07% 271
2020
Q4 		$33.4M Sell
366,600
-17,800
-5% -$1.48M 0.11% 148
2020
Q3 		$30.7M Buy
384,400
+61,800
+19% +$4.82M 0.16% 115
2020
Q2 		$22.3M Buy
322,600
+88,000
+38% +$6.25M 0.15% 123
2020
Q1 		$14.8M Sell
234,600
-184,800
-44% -$13.3M 0.24% 73
2019
Q4 		$32.6M Buy
419,400
+207,900
+98% +$16.2M 0.18% 124
2019
Q3 		$15.5M Buy
211,500
+12,300
+6% +$864K 0.11% 185
2019
Q2 		$12.3M Buy
199,200
+51,300
+35% +$3.1M 0.09% 240
2019
Q1 		$9.43M Buy
147,900
+84,000
+131% +$4.79M 0.09% 225
2018
Q4 		$3.26M Buy
63,900
+6,300
+11% +$319K 0.04% 342
2018
Q3 		$3.34M Buy
+57,600
New +$2.82M 0.04% 329

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.