Cassaday & Co Wealth Management’s Edwards Lifesciences EW Stock Holding History

Cassaday & Co Wealth Management’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	$233K	Buy	2,912 +324	+13%	+$26.7K	0.01%	317
2025 Q4	$221K	Hold	2,588	–	–	﹤0.01%	333
2025 Q3	$201K	Hold	2,588	–	–	﹤0.01%	334
2025 Q2	$202K	Buy	+2,588	New	+$193K	0.01%	323
2023 Q3	–	Sell	-2,586	Closed	-$244K	–	267
2023 Q2	$244K	Hold	2,586	–	–	0.01%	220
2023 Q1	$214K	Buy	+2,586	New	+$203K	0.01%	245

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

Cassaday & Co Wealth Management's EW Position: Q1 2026 in Review

Cassaday & Co Wealth Management increased its Edwards Lifesciences (EW) stake by 13% in Q1 2026, buying an estimated $26.7K and bringing the position to 2,912 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #317.

Cassaday & Co Wealth Management first reported a position in EW in Q1 2023 and has held it in 6 quarters since. The position peaked at $244K in Q2 2023. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Cassaday & Co Wealth Management held 2,912 shares of Edwards Lifesciences worth $233K as of Q1 2026.
Cassaday & Co Wealth Management bought 324 Edwards Lifesciences shares in Q1 2026, an estimated $26.7K.
Edwards Lifesciences made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #317 holding.
Cassaday & Co Wealth Management first reported a position in Edwards Lifesciences in Q1 2023 and has held it in 6 quarters since.
Cassaday & Co Wealth Management's Edwards Lifesciences position peaked at $244K in Q2 2023.
1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.