Cascade Investment Group’s Edwards Lifesciences EW Stock Holding History

Cascade Investment Group’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	$248K	Buy	3,091 +126	+4%	+$10.4K	0.16%	126
2025 Q4	$253K	Hold	2,965	–	–	0.17%	120
2025 Q3	$231K	Hold	2,965	–	–	0.15%	129
2025 Q2	$232K	Hold	2,965	–	–	0.16%	122
2025 Q1	$215K	Hold	2,965	–	–	0.17%	120
2024 Q4	$219K	Sell	2,965 -180	-6%	-$12.6K	0.16%	130
2024 Q3	$208K	Sell	3,145 -2,105	-40%	-$153K	0.15%	126
2024 Q2	$485K	Sell	5,250 -285	-5%	-$25.2K	0.38%	61
2024 Q1	$529K	Sell	5,535 -500	-8%	-$42K	0.4%	61
2023 Q4	$460K	Buy	6,035 +300	+5%	+$20.9K	0.37%	68
2023 Q3	$397K	Hold	5,735	–	–	0.37%	63
2023 Q2	$541K	Sell	5,735 -20	-0.3%	-$1.74K	0.49%	50
2023 Q1	$476K	Hold	5,755	–	–	0.47%	60
2022 Q4	$429K	Buy	+5,755	New	+$444K	0.45%	68

Other funds holding EW

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Cascade Investment Group's EW Position: Q1 2026 in Review

Cascade Investment Group increased its Edwards Lifesciences (EW) stake by 4.2% in Q1 2026, buying an estimated $10.4K and bringing the position to 3,091 shares worth $248K. The position accounts for 0.16% of the portfolio, ranked #126.

Cascade Investment Group first reported a position in EW in Q4 2022 and has held it in 14 quarters since. The position peaked at $541K in Q2 2023. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Cascade Investment Group held 3,091 shares of Edwards Lifesciences worth $248K as of Q1 2026.
Cascade Investment Group bought 126 Edwards Lifesciences shares in Q1 2026, an estimated $10.4K.
Edwards Lifesciences made up 0.16% of Cascade Investment Group's portfolio in Q1 2026, its #126 holding.
Cascade Investment Group first reported a position in Edwards Lifesciences in Q4 2022 and has held it in 14 quarters since.
Cascade Investment Group's Edwards Lifesciences position peaked at $541K in Q2 2023.
1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Cascade Investment Group's 13F filing for Q1 2026, filed 13 May 2026.