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Coldstream Capital Management’s Edwards Lifesciences EW Stock Holding History

Coldstream 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 		$1.07M Buy
13,306
+3,698
+38% +$305K 0.01% 459
2025
Q4 		$819K Buy
9,608
+249
+3% +$20.4K 0.01% 522
2025
Q3 		$728K Sell
9,359
-112
-1% -$8.75K 0.01% 571
2025
Q2 		$741K Sell
9,471
-1,068
-10% -$79.7K 0.01% 502
2025
Q1 		$764K Sell
10,539
-297
-3% -$21.3K 0.02% 441
2024
Q4 		$802K Buy
10,836
+1,454
+15% +$102K 0.02% 427
2024
Q3 		$620K Buy
9,382
+1,219
+15% +$88.6K 0.01% 535
2024
Q2 		$754K Buy
8,163
+302
+4% +$26.7K 0.02% 399
2024
Q1 		$751K Buy
7,861
+137
+2% +$11.5K 0.02% 408
2023
Q4 		$589K Buy
7,724
+1,427
+23% +$99.3K 0.02% 441
2023
Q3 		$436K Sell
6,297
-2,766
-31% -$222K 0.01% 481
2023
Q2 		$855K Buy
9,063
+259
+3% +$22.5K 0.03% 295
2023
Q1 		$728K Buy
8,804
+1,716
+24% +$135K 0.02% 329
2022
Q4 		$529K Buy
+7,088
New +$546K 0.02% 414
2022
Q2 		$655K Buy
6,887
+1,101
+19% +$114K 0.03% 313
2022
Q1 		$681K Sell
5,786
-792
-12% -$88.8K 0.02% 299
2021
Q4 		$852K Buy
6,578
+484
+8% +$56.5K 0.03% 273
2021
Q3 		$486K Buy
6,094
+2,808
+85% +$321K 0.02% 251
2021
Q2 		$340K Buy
3,286
+341
+12% +$32.1K 0.01% 355
2021
Q1 		$246K Sell
2,945
-162
-5% -$13.7K 0.01% 369
2020
Q4 		$283K Sell
3,107
-2,382
-43% -$198K 0.02% 304
2020
Q3 		$438K Buy
5,489
+123
+2% +$9.6K 0.04% 202
2020
Q2 		$371K Buy
5,366
+98
+2% +$6.96K 0.03% 205
2020
Q1 		$331K Buy
5,268
+21
+0.4% +$1.51K 0.04% 200
2019
Q4 		$408K Buy
5,247
+126
+2% +$9.84K 0.03% 222
2019
Q3 		$375K Buy
+5,121
New +$360K 0.03% 220

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 $1.81T AUM 41.13% 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 $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Coldstream Capital Management increased its Edwards Lifesciences (EW) stake by 38% in Q1 2026, buying an estimated $305K and bringing the position to 13,306 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #459.

Coldstream Capital Management first reported a position in EW in Q3 2019 and has held it in 26 quarters since. 1,287 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Coldstream Capital Management held 13,306 shares of Edwards Lifesciences worth $1.07M as of Q1 2026.
  • Coldstream Capital Management bought 3,698 Edwards Lifesciences shares in Q1 2026, an estimated $305K.
  • Edwards Lifesciences made up 0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #459 holding.
  • Coldstream Capital Management first reported a position in Edwards Lifesciences in Q3 2019 and has held it in 26 quarters since.
  • 1,287 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.