Cetera Investment Advisers
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Cetera Investment Advisers’s Edwards Lifesciences EW Stock Holding History

Cetera Investment Advisers’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
2025
Q2 		– Sell
-400
Closed -$836 – 4139
2025
Q1 		$836 Buy
+400
New +$28.6K ﹤0.01% 3969
2024
Q1 		– Sell
-300
Closed -$156 – 3710
2023
Q4 		$156 Sell
300
-100
-25% -$6.96K ﹤0.01% 2232
2023
Q3 		$2.92K Buy
+400
New +$32.1K ﹤0.01% 2182

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Cetera Investment Advisers's EW Position: Q1 2026 in Review

Cetera Investment Advisers increased its Edwards Lifesciences (EW) stake by 13% in Q1 2026, buying an estimated $821K and bringing the position to 83,953 shares worth $6.72M. The position accounts for 0.01% of the portfolio, ranked #1313.

Cetera Investment Advisers first reported a position in EW in Q3 2019 and has held it in 25 quarters since. The position peaked at $13.9M in Q1 2024. 1,287 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Cetera Investment Advisers held 83,953 shares of Edwards Lifesciences worth $6.72M as of Q1 2026.
  • Cetera Investment Advisers bought 9,954 Edwards Lifesciences shares in Q1 2026, an estimated $821K.
  • Edwards Lifesciences made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1313 holding.
  • Cetera Investment Advisers first reported a position in Edwards Lifesciences in Q3 2019 and has held it in 25 quarters since.
  • Cetera Investment Advisers's Edwards Lifesciences position peaked at $13.9M in Q1 2024.
  • 1,287 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.