Crescent Grove Advisors’s Edwards Lifesciences EW Stock Holding History

Crescent Grove Advisors’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	-2,479	Closed	-$211K	–	313
2025 Q4	$211K	Buy	+2,479	New	+$203K	0.02%	284
2025 Q1	–	Sell	-2,704	Closed	-$200K	–	274
2024 Q4	$200K	Buy	+2,704	New	+$189K	0.02%	269
2024 Q3	–	Sell	-2,704	Closed	-$250K	–	284
2024 Q2	$250K	Buy	2,704 +525	+24%	+$46.5K	0.03%	236
2024 Q1	$208K	Buy	+2,179	New	+$183K	0.02%	288
2023 Q3	–	Sell	-2,171	Closed	-$205K	–	286
2023 Q2	$205K	Buy	+2,171	New	+$189K	0.02%	281
2022 Q3	–	Sell	-2,734	Closed	-$260K	–	264
2022 Q2	$260K	Buy	2,734 +733	+37%	+$75.9K	0.03%	221
2022 Q1	$236K	Hold	2,001	–	–	0.02%	261
2021 Q4	$259K	Hold	2,001	–	–	0.02%	251
2021 Q3	$227K	Buy	+2,001	New	+$228K	0.02%	239

Other funds holding EW

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Crescent Grove Advisors's EW Position: Q1 2026 in Review

Crescent Grove Advisors sold out of Edwards Lifesciences (EW) in Q1 2026, closing a stake of 2,479 shares — an estimated $211K sold.

Crescent Grove Advisors first reported a position in EW in Q3 2021 and held it in 9 quarters. The position peaked at $260K in Q2 2022. 1,284 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Crescent Grove Advisors reported no remaining Edwards Lifesciences position as of Q1 2026 after selling out during the quarter.
Crescent Grove Advisors sold 2,479 Edwards Lifesciences shares in Q1 2026, an estimated $211K.
Crescent Grove Advisors first reported a position in Edwards Lifesciences in Q3 2021 and held it in 9 quarters.
Crescent Grove Advisors's Edwards Lifesciences position peaked at $260K in Q2 2022.
1,284 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.