Clifford Swan Investment Counsel’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.1M | Sell |
250,452
-1,103
| -0.4% | -$90.9K | 0.68% | 45 |
|
|
2025
Q4 | $21.4M | Sell |
251,555
-1,732
| -0.7% | -$142K | 0.71% | 42 |
|
|
2025
Q3 | $19.7M | Sell |
253,287
-130
| -0.1% | -$10.2K | 0.66% | 43 |
|
|
2025
Q2 | $19.8M | Sell |
253,417
-16
| -0% | -$1.19K | 0.7% | 43 |
|
|
2025
Q1 | $18.4M | Sell |
253,433
-160
| -0.1% | -$11.5K | 0.68% | 46 |
|
|
2024
Q4 | $18.8M | Sell |
253,593
-832
| -0.3% | -$58.2K | 0.68% | 43 |
|
|
2024
Q3 | $16.8M | Buy |
254,425
+15,034
| +6% | +$1.09M | 0.6% | 54 |
|
|
2024
Q2 | $22.1M | Sell |
239,391
-611
| -0.3% | -$54.1K | 0.83% | 37 |
|
|
2024
Q1 | $22.9M | Sell |
240,002
-13,260
| -5% | -$1.11M | 0.85% | 36 |
|
|
2023
Q4 | $19.3M | Sell |
253,262
-1,057
| -0.4% | -$73.5K | 0.75% | 43 |
|
|
2023
Q3 | $17.6M | Sell |
254,319
-1,221
| -0.5% | -$98.1K | 0.74% | 42 |
|
|
2023
Q2 | $24.1M | Sell |
255,540
-262
| -0.1% | -$22.8K | 0.97% | 27 |
|
|
2023
Q1 | $21.2M | Sell |
255,802
-505
| -0.2% | -$39.7K | 0.89% | 36 |
|
|
2022
Q4 | $19.1M | Sell |
256,307
-5,451
| -2% | -$420K | 0.83% | 39 |
|
|
2022
Q3 | $21.6M | Sell |
261,758
-4,642
| -2% | -$447K | 1.02% | 25 |
|
|
2022
Q2 | $25.3M | Sell |
266,400
-1,051
| -0.4% | -$109K | 1.1% | 23 |
|
|
2022
Q1 | $31.5M | Sell |
267,451
-9,944
| -4% | -$1.12M | 1.17% | 19 |
|
|
2021
Q4 | $35.9M | Sell |
277,395
-3,239
| -1% | -$378K | 1.26% | 15 |
|
|
2021
Q3 | $32.4M | Sell |
280,634
-7,655
| -3% | -$874K | 1.19% | 21 |
|
|
2021
Q2 | $33M | Sell |
288,289
-4,470
| -2% | -$421K | 1.25% | 19 |
|
|
2021
Q1 | $24.5M | Sell |
292,759
-4,744
| -2% | -$401K | 1.01% | 30 |
|
|
2020
Q4 | $27.1M | Sell |
297,503
-12,615
| -4% | -$1.05M | 1.18% | 24 |
|
|
2020
Q3 | $24.8M | Sell |
310,118
-1,306
| -0.4% | -$102K | 1.19% | 22 |
|
|
2020
Q2 | $21.5M | Sell |
311,424
-3,024
| -1% | -$215K | 1.11% | 27 |
|
|
2020
Q1 | $19.8M | Sell |
314,448
-3,207
| -1% | -$231K | 1.2% | 24 |
|
|
2019
Q4 | $24.7M | Sell |
317,655
-11,931
| -4% | -$932K | 1.19% | 22 |
|
|
2019
Q3 | $24.2M | Sell |
329,586
-4,221
| -1% | -$297K | 1.25% | 22 |
|
|
2019
Q2 | $20.6M | Sell |
333,807
-2,553
| -0.8% | -$154K | 1.08% | 30 |
|
|
2019
Q1 | $21.5M | Sell |
336,360
-3,303
| -1% | -$188K | 1.15% | 28 |
|
|
2018
Q4 | $17.3M | Sell |
339,663
-4,710
| -1% | -$238K | 1.05% | 32 |
|
|
2018
Q3 | $20M | Sell |
344,373
-2,295
| -0.7% | -$112K | 1.04% | 34 |
|
|
2018
Q2 | $16.8M | Sell |
346,668
-2,613
| -0.7% | -$122K | 0.94% | 38 |
|
|
2018
Q1 | $16.2M | Sell |
349,281
-4,845
| -1% | -$210K | 0.92% | 38 |
|
|
2017
Q4 | $13.3M | Buy |
354,126
+438
| +0.1% | +$16.1K | 0.73% | 49 |
|
|
2017
Q3 | $12.9M | Sell |
353,688
-3,870
| -1% | -$148K | 0.78% | 44 |
|
|
2017
Q2 | $14.1M | Sell |
357,558
-10,422
| -3% | -$380K | 0.88% | 37 |
|
|
2017
Q1 | $11.5M | Sell |
367,980
-8,409
| -2% | -$263K | 0.74% | 49 |
|
|
2016
Q4 | $11.8M | Sell |
376,389
-9,144
| -2% | -$296K | 0.79% | 46 |
|
|
2016
Q3 | $15.5M | Sell |
385,533
-39,360
| -9% | -$1.48M | 1.05% | 30 |
|
|
2016
Q2 | $14.1M | Sell |
424,893
-25,812
| -6% | -$883K | 0.98% | 34 |
|
|
2016
Q1 | $13.3M | Sell |
450,705
-38,106
| -8% | -$1.05M | 0.9% | 37 |
|
|
2015
Q4 | $12.9M | Sell |
488,811
-41,859
| -8% | -$1.09M | 0.88% | 39 |
|
|
2015
Q3 | $12.6M | Sell |
530,670
-49,086
| -8% | -$1.18M | 0.9% | 39 |
|
|
2015
Q2 | $13.8M | Sell |
579,756
-14,880
| -3% | -$336K | 0.92% | 40 |
|
|
2015
Q1 | $14.1M | Sell |
594,636
-9,096
| -2% | -$204K | 0.93% | 38 |
|
|
2014
Q4 | $12.8M | Sell |
603,732
-26,550
| -4% | -$533K | 0.85% | 41 |
|
|
2014
Q3 | $10.7M | Sell |
630,282
-13,770
| -2% | -$217K | 0.73% | 45 |
|
|
2014
Q2 | $9.21M | Buy |
644,052
+7,014
| +1% | +$95.1K | 0.62% | 51 |
|
|
2014
Q1 | $7.88M | Buy |
637,038
+11,880
| +2% | +$137K | 0.55% | 54 |
|
|
2013
Q4 | $6.85M | Buy |
625,158
+275,670
| +79% | +$3.11M | 0.5% | 58 |
|
|
2013
Q3 | $4.06M | Buy |
+349,488
| New | +$4.09M | 0.32% | 77 |
|
Other funds holding EW
VCM
VPM
Clifford Swan Investment Counsel's EW Position: Q1 2026 in Review
Clifford Swan Investment Counsel reduced its Edwards Lifesciences (EW) stake by 0.44% in Q1 2026, selling an estimated $90.9K and leaving 250,452 shares worth $20.1M. The position accounts for 0.68% of the portfolio, ranked #45.
Clifford Swan Investment Counsel first reported a position in EW in Q3 2013 and has held it in 51 quarters since. The position peaked at $35.9M in Q4 2021. 1,285 funds tracked by Wall St. Rank hold EW as of Q1 2026.
- Clifford Swan Investment Counsel held 250,452 shares of Edwards Lifesciences worth $20.1M as of Q1 2026.
- Clifford Swan Investment Counsel sold 1,103 Edwards Lifesciences shares in Q1 2026, an estimated $90.9K.
- Edwards Lifesciences made up 0.68% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #45 holding.
- Clifford Swan Investment Counsel first reported a position in Edwards Lifesciences in Q3 2013 and has held it in 51 quarters since.
- Clifford Swan Investment Counsel's Edwards Lifesciences position peaked at $35.9M in Q4 2021.
- 1,285 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.
Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.