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CreativeOne Wealth’s Edwards Lifesciences EW Stock Holding History

CreativeOne Wealth’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 		$534K Buy
6,666
+3,510
+111% +$289K 0.01% 782
2025
Q4 		$269K Sell
3,156
-93
-3% -$7.63K 0.01% 997
2025
Q3 		$253K Buy
3,249
+556
+21% +$43.4K 0.01% 1018
2025
Q2 		$211K Buy
+2,693
New +$201K 0.01% 1041
2025
Q1 		– Sell
-2,715
Closed -$201K – 1092
2024
Q4 		$201K Buy
+2,715
New +$190K 0.01% 1019
2024
Q1 		– Sell
-5,445
Closed -$415K – 883
2023
Q4 		$415K Sell
5,445
-1,177
-18% -$81.9K 0.03% 413
2023
Q3 		$459K Sell
6,622
-2,556
-28% -$205K 0.03% 348
2023
Q2 		$866K Sell
9,178
-3,571
-28% -$310K 0.04% 354
2023
Q1 		$1.05M Buy
12,749
+1,052
+9% +$82.7K 0.05% 297
2022
Q4 		$873K Sell
11,697
-275
-2% -$21.2K 0.05% 306
2022
Q3 		$989K Buy
11,972
+282
+2% +$27.1K 0.06% 263
2022
Q2 		$1.11M Sell
11,690
-5,099
-30% -$528K 0.06% 242
2022
Q1 		$1.98M Buy
16,789
+736
+5% +$82.6K 0.1% 163
2021
Q4 		$2.08M Buy
16,053
+2,190
+16% +$255K 0.1% 181
2021
Q3 		$1.57M Buy
13,863
+4,796
+53% +$547K 0.09% 191
2021
Q2 		$939K Buy
9,067
+1,794
+25% +$169K 0.06% 264
2021
Q1 		$609K Buy
+7,273
New +$615K 0.05% 299
2020
Q4 		– Sell
-2,482
Closed -$198K – 510
2020
Q3 		$198K Buy
+2,482
New +$194K 0.03% 258

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

CreativeOne Wealth's EW Position: Q1 2026 in Review

CreativeOne Wealth increased its Edwards Lifesciences (EW) stake by 111% in Q1 2026, buying an estimated $289K and bringing the position to 6,666 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #782.

CreativeOne Wealth first reported a position in EW in Q3 2020 and has held it in 18 quarters since. The position peaked at $2.08M in Q4 2021. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • CreativeOne Wealth held 6,666 shares of Edwards Lifesciences worth $534K as of Q1 2026.
  • CreativeOne Wealth bought 3,510 Edwards Lifesciences shares in Q1 2026, an estimated $289K.
  • Edwards Lifesciences made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #782 holding.
  • CreativeOne Wealth first reported a position in Edwards Lifesciences in Q3 2020 and has held it in 18 quarters since.
  • CreativeOne Wealth's Edwards Lifesciences position peaked at $2.08M in Q4 2021.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.