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Costello Asset Management’s Edwards Lifesciences EW Stock Holding History

Costello Asset 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 		$32K Hold
400
– – 0.01% 308
2025
Q4 		$34.1K Hold
400
– – 0.01% 289
2025
Q3 		$31.1K Hold
400
– – 0.01% 312
2025
Q2 		$31.3K Hold
400
– – 0.01% 302
2025
Q1 		$29K Buy
+400
New +$28.6K 0.01% 301

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

Costello Asset Management's EW Position: Q1 2026 in Review

Costello Asset Management held its Edwards Lifesciences (EW) position steady in Q1 2026 at 400 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #308.

Costello Asset Management first reported a position in EW in Q1 2025 and has held it in 5 quarters since. The position peaked at $34.1K in Q4 2025. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Costello Asset Management held 400 shares of Edwards Lifesciences worth $32K as of Q1 2026.
  • Costello Asset Management left its Edwards Lifesciences share count unchanged in Q1 2026.
  • Edwards Lifesciences made up 0.01% of Costello Asset Management's portfolio in Q1 2026, its #308 holding.
  • Costello Asset Management first reported a position in Edwards Lifesciences in Q1 2025 and has held it in 5 quarters since.
  • Costello Asset Management's Edwards Lifesciences position peaked at $34.1K in Q4 2025.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.