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Concurrent Investment Advisors’s Edwards Lifesciences EW Stock Holding History

Concurrent Investment 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 		$2.6M Buy
32,489
+1,159
+4% +$95.6K 0.03% 534
2025
Q4 		$2.67M Buy
31,330
+1,135
+4% +$93.1K 0.03% 485
2025
Q3 		$2.35M Sell
30,195
-195
-0.6% -$15.2K 0.04% 423
2025
Q2 		$2.38M Buy
30,390
+3,481
+13% +$260K 0.05% 389
2025
Q1 		$1.95M Buy
26,909
+7,283
+37% +$521K 0.05% 371
2024
Q4 		$1.45M Buy
19,626
+439
+2% +$30.7K 0.04% 399
2024
Q3 		$1.27M Buy
19,187
+636
+3% +$46.2K 0.04% 417
2024
Q2 		$1.71M Sell
18,551
-126
-0.7% -$11.2K 0.06% 311
2024
Q1 		$1.78M Sell
18,677
-4,003
-18% -$336K 0.07% 263
2023
Q4 		$1.73M Buy
+22,680
New +$1.58M 0.08% 254

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

Concurrent Investment Advisors's EW Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Edwards Lifesciences (EW) stake by 3.7% in Q1 2026, buying an estimated $95.6K and bringing the position to 32,489 shares worth $2.6M. The position accounts for 0.03% of the portfolio, ranked #534.

Concurrent Investment Advisors first reported a position in EW in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.67M in Q4 2025. 1,284 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Concurrent Investment Advisors held 32,489 shares of Edwards Lifesciences worth $2.6M as of Q1 2026.
  • Concurrent Investment Advisors bought 1,159 Edwards Lifesciences shares in Q1 2026, an estimated $95.6K.
  • Edwards Lifesciences made up 0.03% of Concurrent Investment Advisors's portfolio in Q1 2026, its #534 holding.
  • Concurrent Investment Advisors first reported a position in Edwards Lifesciences in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Edwards Lifesciences position peaked at $2.67M in Q4 2025.
  • 1,284 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.