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Catalio Capital Management’s Edwards Lifesciences EW Stock Holding History

Catalio Capital 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 		$11.6M Sell
144,607
-42,441
-23% -$3.5M 2.42% 18
2025
Q4 		$15.9M Buy
+187,048
New +$15.4M 2.82% 14
2025
Q3 		– Sell
-390,932
Closed -$30.6M – 40
2025
Q2 		$30.6M Sell
390,932
-44,656
-10% -$3.33M 6.41% 6
2025
Q1 		$31.6M Buy
435,588
+102,444
+31% +$7.33M 7.68% 4
2024
Q4 		$24.7M Buy
+333,144
New +$23.3M 5.4% 6

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 $544B AUM 28.31% 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 $145B AUM 34.61% 1-Year Est. Return

Catalio Capital Management's EW Position: Q1 2026 in Review

Catalio Capital Management reduced its Edwards Lifesciences (EW) stake by 23% in Q1 2026, selling an estimated $3.5M and leaving 144,607 shares worth $11.6M. The position accounts for 2.42% of the portfolio, ranked #18.

Catalio Capital Management first reported a position in EW in Q4 2024 and has held it in 5 quarters since. The position peaked at $31.6M in Q1 2025. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Catalio Capital Management held 144,607 shares of Edwards Lifesciences worth $11.6M as of Q1 2026.
  • Catalio Capital Management sold 42,441 Edwards Lifesciences shares in Q1 2026, an estimated $3.5M.
  • Edwards Lifesciences made up 2.42% of Catalio Capital Management's portfolio in Q1 2026, its #18 holding.
  • Catalio Capital Management first reported a position in Edwards Lifesciences in Q4 2024 and has held it in 5 quarters since.
  • Catalio Capital Management's Edwards Lifesciences position peaked at $31.6M in Q1 2025.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Catalio Capital Management's 13F filing for Q1 2026, filed 15 May 2026.