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CWS Financial Advisors’s Edwards Lifesciences EW Stock Holding History

CWS Financial 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 		$484K Buy
6,041
+41
+0.7% +$3.38K 0.12% 98
2025
Q4 		$512K Hold
6,000
– – 0.14% 90
2025
Q3 		$467K Hold
6,000
– – 0.13% 90
2025
Q2 		$469K Sell
6,000
-312
-5% -$23.3K 0.14% 87
2025
Q1 		$457K Hold
6,312
– – 0.14% 80
2024
Q4 		$467K Hold
6,312
– – 0.15% 78
2024
Q3 		$417K Hold
6,312
– – 0.15% 77
2024
Q2 		$583K Hold
6,312
– – 0.23% 46
2024
Q1 		$603K Sell
6,312
-155
-2% -$13K 0.25% 44
2023
Q4 		$493K Buy
6,467
+26
+0.4% +$1.81K 0.19% 84
2023
Q3 		$446K Sell
6,441
-92
-1% -$7.39K 0.18% 87
2023
Q2 		$616K Buy
6,533
+119
+2% +$10.3K 0.23% 67
2023
Q1 		$531K Buy
6,414
+84
+1% +$6.6K 0.21% 76
2022
Q4 		$529K Sell
6,330
-132
-2% -$10.2K 0.23% 71
2022
Q3 		$534K Hold
6,462
– – 0.26% 70
2022
Q2 		$614K Hold
6,462
– – 0.28% 66
2022
Q1 		$761K Buy
6,462
+19
+0.3% +$2.13K 0.29% 59
2021
Q4 		$835K Buy
+6,443
New +$752K 0.29% 61
2021
Q2 		$658K Buy
6,358
+28
+0.4% +$2.64K 0.26% 65
2021
Q1 		$529K Buy
6,330
+18
+0.3% +$1.52K 0.23% 71
2020
Q4 		$576K Hold
6,312
– – 0.33% 62
2020
Q3 		$504K Hold
6,312
– – 0.34% 62
2020
Q2 		$436K Hold
6,312
– – 0.31% 69
2020
Q1 		$491K Hold
6,312
– – 0.36% 61
2019
Q4 		$491K Buy
+6,312
New +$493K 0.36% 62

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

CWS Financial Advisors's EW Position: Q1 2026 in Review

CWS Financial Advisors increased its Edwards Lifesciences (EW) stake by 0.68% in Q1 2026, buying an estimated $3.38K and bringing the position to 6,041 shares worth $484K. The position accounts for 0.12% of the portfolio, ranked #98.

CWS Financial Advisors first reported a position in EW in Q4 2019 and has held it in 25 quarters since. The position peaked at $835K in Q4 2021. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • CWS Financial Advisors held 6,041 shares of Edwards Lifesciences worth $484K as of Q1 2026.
  • CWS Financial Advisors bought 41 Edwards Lifesciences shares in Q1 2026, an estimated $3.38K.
  • Edwards Lifesciences made up 0.12% of CWS Financial Advisors's portfolio in Q1 2026, its #98 holding.
  • CWS Financial Advisors first reported a position in Edwards Lifesciences in Q4 2019 and has held it in 25 quarters since.
  • CWS Financial Advisors's Edwards Lifesciences position peaked at $835K in Q4 2021.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.