CAPTRUST Financial Advisors’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 | $4.54M | Sell |
56,646
-2,525
| -4% | -$208K | 0.01% | 814 |
|
|
2025
Q4 | $5.04M | Buy |
59,171
+1,122
| +2% | +$92.1K | 0.01% | 667 |
|
|
2025
Q3 | $4.51M | Buy |
58,049
+6,985
| +14% | +$546K | 0.01% | 674 |
|
|
2025
Q2 | $3.99M | Buy |
51,064
+855
| +2% | +$63.8K | 0.01% | 681 |
|
|
2025
Q1 | $3.64M | Buy |
50,209
+506
| +1% | +$36.2K | 0.01% | 677 |
|
|
2024
Q4 | $3.68M | Buy |
49,703
+5,248
| +12% | +$367K | 0.01% | 625 |
|
|
2024
Q3 | $2.93M | Sell |
44,455
-5,029
| -10% | -$365K | 0.01% | 709 |
|
|
2024
Q2 | $4.57M | Sell |
49,484
-2,130
| -4% | -$189K | 0.01% | 529 |
|
|
2024
Q1 | $4.93M | Sell |
51,614
-9,355
| -15% | -$786K | 0.02% | 507 |
|
|
2023
Q4 | $4.65M | Sell |
60,969
-5,048
| -8% | -$351K | 0.02% | 584 |
|
|
2023
Q3 | $4.57M | Buy |
66,017
+16,068
| +32% | +$1.29M | 0.02% | 544 |
|
|
2023
Q2 | $4.71M | Sell |
49,949
-3,513
| -7% | -$305K | 0.02% | 519 |
|
|
2023
Q1 | $4.42M | Buy |
53,462
+2,203
| +4% | +$173K | 0.02% | 493 |
|
|
2022
Q4 | $3.82M | Buy |
51,259
+1,323
| +3% | +$102K | 0.02% | 511 |
|
|
2022
Q3 | $4.13M | Buy |
49,936
+10,930
| +28% | +$1.05M | 0.02% | 451 |
|
|
2022
Q2 | $3.71M | Sell |
39,006
-718
| -2% | -$74.3K | 0.02% | 446 |
|
|
2022
Q1 | $4.68M | Buy |
39,724
+15,141
| +62% | +$1.7M | 0.03% | 379 |
|
|
2021
Q4 | $3.19M | Buy |
24,583
+4,733
| +24% | +$552K | 0.02% | 457 |
|
|
2021
Q3 | $2.25M | Sell |
19,850
-53
| -0.3% | -$6.05K | 0.02% | 499 |
|
|
2021
Q2 | $2.06M | Sell |
19,903
-12,629
| -39% | -$1.19M | 0.02% | 496 |
|
|
2021
Q1 | $2.72M | Sell |
32,532
-19,706
| -38% | -$1.67M | 0.03% | 393 |
|
|
2020
Q4 | $4.77M | Buy |
52,238
+14,840
| +40% | +$1.23M | 0.06% | 255 |
|
|
2020
Q3 | $2.95M | Sell |
37,398
-352,919
| -90% | -$27.5M | 0.05% | 282 |
|
|
2020
Q2 | $26.9M | Sell |
390,317
-793
| -0.2% | -$56.4K | 0.44% | 57 |
|
|
2020
Q1 | $22.5M | Sell |
391,110
-252,732
| -39% | -$18.2M | 0.5% | 49 |
|
|
2019
Q4 | $49.9M | Buy |
643,842
+641,007
| +22,610% | +$50.1M | 0.79% | 19 |
|
|
2019
Q3 | $208K | Sell |
2,835
-57
| -2% | -$4K | 0.01% | 565 |
|
|
2019
Q2 | $178K | Buy |
2,892
+198
| +7% | +$12K | 0.01% | 591 |
|
|
2019
Q1 | $172K | Buy |
2,694
+534
| +25% | +$30.5K | 0.01% | 552 |
|
|
2018
Q4 | $110K | Sell |
2,160
-1,260
| -37% | -$63.8K | 0.01% | 559 |
|
|
2018
Q3 | $198K | Sell |
3,420
-1,260
| -27% | -$61.6K | 0.01% | 447 |
|
|
2018
Q2 | $227K | Sell |
4,680
-1,746
| -27% | -$81.5K | 0.01% | 339 |
|
|
2018
Q1 | $290K | Buy |
6,426
+996
| +18% | +$43.3K | 0.02% | 278 |
|
|
2017
Q4 | $204K | Buy |
+5,430
| New | +$199K | 0.01% | 315 |
|
Other funds holding EW
VCM
VPM
CAPTRUST Financial Advisors's EW Position: Q1 2026 in Review
CAPTRUST Financial Advisors reduced its Edwards Lifesciences (EW) stake by 4.3% in Q1 2026, selling an estimated $208K and leaving 56,646 shares worth $4.54M. The position accounts for 0.01% of the portfolio, ranked #814.
CAPTRUST Financial Advisors first reported a position in EW in Q4 2017 and has held it in 34 quarters since. The position peaked at $49.9M in Q4 2019. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.
- CAPTRUST Financial Advisors held 56,646 shares of Edwards Lifesciences worth $4.54M as of Q1 2026.
- CAPTRUST Financial Advisors sold 2,525 Edwards Lifesciences shares in Q1 2026, an estimated $208K.
- Edwards Lifesciences made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #814 holding.
- CAPTRUST Financial Advisors first reported a position in Edwards Lifesciences in Q4 2017 and has held it in 34 quarters since.
- CAPTRUST Financial Advisors's Edwards Lifesciences position peaked at $49.9M in Q4 2019.
- 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.