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Clearstead Advisors’s Edwards Lifesciences EW Stock Holding History

Clearstead Advisors’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 		$238K Sell
2,974
-6,167
-67% -$508K ﹤0.01% 944
2025
Q4 		$779K Buy
9,141
+3,242
+55% +$266K 0.01% 536
2025
Q3 		$459K Buy
5,899
+561
+11% +$43.8K 0.01% 656
2025
Q2 		$417K Buy
5,338
+2,956
+124% +$220K 0.01% 657
2025
Q1 		$173K Buy
2,382
+271
+13% +$19.4K ﹤0.01% 867
2024
Q4 		$156K Sell
2,111
-516
-20% -$36.1K ﹤0.01% 917
2024
Q3 		$173K Sell
2,627
-1,760
-40% -$128K ﹤0.01% 901
2024
Q2 		$405K Sell
4,387
-1,366
-24% -$121K 0.01% 586
2024
Q1 		$487K Sell
5,753
-405
-7% -$34K 0.02% 315
2023
Q4 		$470K Sell
6,158
-8,174
-57% -$569K 0.02% 319
2023
Q3 		$993K Buy
14,332
+8,709
+155% +$700K 0.03% 303
2023
Q2 		$530K Hold
5,623
– – 0.03% 284
2023
Q1 		$465K Buy
5,623
+1,638
+41% +$129K 0.03% 275
2022
Q4 		$297K Buy
3,985
+1,124
+39% +$86.6K 0.02% 331
2022
Q3 		$236K Sell
2,861
-51
-2% -$4.91K 0.02% 346
2022
Q2 		$277K Sell
2,912
-1,042
-26% -$108K 0.02% 331
2022
Q1 		$465K Buy
3,954
+1,059
+37% +$119K 0.03% 276
2021
Q4 		$375K Sell
2,895
-198
-6% -$23.1K 0.03% 293
2021
Q3 		$350K Sell
3,093
-107
-3% -$12.2K 0.03% 289
2021
Q2 		$331K Buy
3,200
+127
+4% +$12K 0.03% 277
2021
Q1 		$257K Buy
3,073
+136
+5% +$11.5K 0.02% 300
2020
Q4 		$268K Hold
2,937
– – 0.02% 283
2020
Q3 		$234K Buy
2,937
+450
+18% +$35.1K 0.03% 262
2020
Q2 		$172K Hold
2,487
– – 0.02% 288
2020
Q1 		$156K Buy
+2,487
New +$179K 0.02% 267

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

Clearstead Advisors's EW Position: Q1 2026 in Review

Clearstead Advisors reduced its Edwards Lifesciences (EW) stake by 67% in Q1 2026, selling an estimated $508K and leaving 2,974 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

Clearstead Advisors first reported a position in EW in Q1 2020 and has held it in 25 quarters since. The position peaked at $993K in Q3 2023. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Clearstead Advisors held 2,974 shares of Edwards Lifesciences worth $238K as of Q1 2026.
  • Clearstead Advisors sold 6,167 Edwards Lifesciences shares in Q1 2026, an estimated $508K.
  • Edwards Lifesciences made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #944 holding.
  • Clearstead Advisors first reported a position in Edwards Lifesciences in Q1 2020 and has held it in 25 quarters since.
  • Clearstead Advisors's Edwards Lifesciences position peaked at $993K in Q3 2023.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.