Covestor
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Covestor’s Edwards Lifesciences EW Stock Holding History

Covestor’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
Q3 		– Sell
-857
Closed -$78K – 2499
2026
Q2 		$78K Sell
857
-77
-8% -$6.45K 0.05% 510
2026
Q1 		$75K Sell
934
-850
-48% -$70.1K 0.05% 437
2025
Q4 		$152K Buy
1,784
+157
+10% +$12.9K 0.08% 333
2025
Q3 		$127K Buy
1,627
+187
+13% +$14.6K 0.07% 435
2025
Q2 		$113K Sell
1,440
-85
-6% -$6.34K 0.07% 477
2025
Q1 		$111K Sell
1,525
-122
-7% -$8.73K 0.07% 417
2024
Q4 		$122K Buy
1,647
+195
+13% +$13.6K 0.08% 402
2024
Q3 		$96K Sell
1,452
-44
-3% -$3.2K 0.06% 537
2024
Q2 		$138K Sell
1,496
-49
-3% -$4.34K 0.09% 314
2024
Q1 		$148K Buy
1,545
+107
+7% +$8.99K 0.09% 288
2023
Q4 		$110K Buy
1,438
+158
+12% +$11K 0.08% 433
2023
Q3 		$89K Buy
1,280
+74
+6% +$5.95K 0.07% 487
2023
Q2 		$114K Sell
1,206
-352
-23% -$30.6K 0.09% 358
2023
Q1 		$129K Buy
1,558
+151
+11% +$11.9K 0.11% 259
2022
Q4 		$105K Buy
+1,407
New +$108K 0.09% 360
2022
Q3 		– Sell
-1,203
Closed -$114K – 2152
2022
Q2 		$114K Sell
1,203
-20
-2% -$2.07K 0.09% 338
2022
Q1 		$144K Buy
1,223
+188
+18% +$21.1K 0.1% 293
2021
Q4 		$134K Buy
+1,035
New +$121K 0.19% 69

Other funds holding EW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return

Covestor's EW Position: Q3 2026 in Review

Covestor sold out of Edwards Lifesciences (EW) in Q3 2026, closing a stake of 857 shares — an estimated $78K sold.

Covestor first reported a position in EW in Q4 2021 and held it in 18 quarters. The position peaked at $152K in Q4 2025. 851 funds tracked by Wall St. Rank hold EW as of Q3 2026.

  • Covestor reported no remaining Edwards Lifesciences position as of Q3 2026 after selling out during the quarter.
  • Covestor sold 857 Edwards Lifesciences shares in Q3 2026, an estimated $78K.
  • Covestor first reported a position in Edwards Lifesciences in Q4 2021 and held it in 18 quarters.
  • Covestor's Edwards Lifesciences position peaked at $152K in Q4 2025.
  • 851 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.