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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
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

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

Covestor's EW Position: Q1 2026 in Review

Covestor reduced its Edwards Lifesciences (EW) stake by 48% in Q1 2026, selling an estimated $70.1K and leaving 934 shares worth $75K. The position accounts for 0.05% of the portfolio, ranked #437.

Covestor first reported a position in EW in Q4 2021 and has held it in 17 quarters since. The position peaked at $152K in Q4 2025. 1,285 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Covestor held 934 shares of Edwards Lifesciences worth $75K as of Q1 2026.
  • Covestor sold 850 Edwards Lifesciences shares in Q1 2026, an estimated $70.1K.
  • Edwards Lifesciences made up 0.05% of Covestor's portfolio in Q1 2026, its #437 holding.
  • Covestor first reported a position in Edwards Lifesciences in Q4 2021 and has held it in 17 quarters since.
  • Covestor's Edwards Lifesciences position peaked at $152K in Q4 2025.
  • 1,285 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.