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Corient IA’s Edwards Lifesciences EW Stock Holding History

Corient IA’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 		$258K Sell
3,220
-780
-20% -$64.3K 0.24% 163
2025
Q4 		$341K Hold
4,000
– – 0.32% 129
2025
Q3 		$311K Hold
4,000
– – 0.23% 174
2025
Q2 		$313K Sell
4,000
-400
-9% -$29.8K 0.18% 210
2025
Q1 		$319K Buy
+4,400
New +$315K 0.23% 185

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

Corient IA's EW Position: Q1 2026 in Review

Corient IA reduced its Edwards Lifesciences (EW) stake by 20% in Q1 2026, selling an estimated $64.3K and leaving 3,220 shares worth $258K. The position accounts for 0.24% of the portfolio, ranked #163.

Corient IA first reported a position in EW in Q1 2025 and has held it in 5 quarters since. The position peaked at $341K in Q4 2025. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Corient IA held 3,220 shares of Edwards Lifesciences worth $258K as of Q1 2026.
  • Corient IA sold 780 Edwards Lifesciences shares in Q1 2026, an estimated $64.3K.
  • Edwards Lifesciences made up 0.24% of Corient IA's portfolio in Q1 2026, its #163 holding.
  • Corient IA first reported a position in Edwards Lifesciences in Q1 2025 and has held it in 5 quarters since.
  • Corient IA's Edwards Lifesciences position peaked at $341K in Q4 2025.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Corient IA's 13F filing for Q1 2026, filed 14 May 2026.