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Cozad Asset Management’s Edwards Lifesciences EW Stock Holding History

Cozad 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 		– Sell
-2,448
Closed -$209K – 426
2025
Q4 		$209K Buy
+2,448
New +$201K 0.02% 409
2024
Q3 		– Sell
-2,616
Closed -$242K – 410
2024
Q2 		$242K Hold
2,616
– – 0.02% 351
2024
Q1 		$250K Buy
+2,616
New +$220K 0.03% 349
2023
Q3 		– Sell
-2,616
Closed -$247K – 386
2023
Q2 		$247K Hold
2,616
– – 0.03% 338
2023
Q1 		$216K Buy
+2,616
New +$206K 0.03% 345
2022
Q4 		– Sell
-2,616
Closed -$216K – 378
2022
Q3 		$216K Sell
2,616
-300
-10% -$28.9K 0.04% 323
2022
Q2 		$277K Sell
2,916
-435
-13% -$45K 0.04% 295
2022
Q1 		$394K Sell
3,351
-3,122
-48% -$350K 0.06% 257
2021
Q4 		$839K Sell
6,473
-1,034
-14% -$121K 0.12% 172
2021
Q3 		$850K Sell
7,507
-10,239
-58% -$1.17M 0.13% 167
2021
Q2 		$1.84M Sell
17,746
-16,495
-48% -$1.55M 0.29% 92
2021
Q1 		$2.86M Sell
34,241
-10
-0% -$845 0.47% 56
2020
Q4 		$3.13M Sell
34,251
-940
-3% -$78K 0.56% 46
2020
Q3 		$2.81M Sell
35,191
-3,015
-8% -$235K 0.53% 51
2020
Q2 		$2.64M Sell
38,206
-2,705
-7% -$192K 0.54% 51
2020
Q1 		$2.57M Buy
40,911
+2,001
+5% +$144K 0.89% 31
2019
Q4 		$3.03M Buy
38,910
+7,050
+22% +$551K 0.81% 32
2019
Q3 		$2.33M Buy
+31,860
New +$2.24M 0.67% 45

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

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

Cozad Asset Management sold out of Edwards Lifesciences (EW) in Q1 2026, closing a stake of 2,448 shares — an estimated $209K sold.

Cozad Asset Management first reported a position in EW in Q3 2019 and held it in 18 quarters. The position peaked at $3.13M in Q4 2020. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Cozad Asset Management reported no remaining Edwards Lifesciences position as of Q1 2026 after selling out during the quarter.
  • Cozad Asset Management sold 2,448 Edwards Lifesciences shares in Q1 2026, an estimated $209K.
  • Cozad Asset Management first reported a position in Edwards Lifesciences in Q3 2019 and held it in 18 quarters.
  • Cozad Asset Management's Edwards Lifesciences position peaked at $3.13M in Q4 2020.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Cozad Asset Management's 13F filing for Q1 2026, filed 28 May 2026.