De Burlo Group’s Edwards Lifesciences EW Stock Holding History

De Burlo Group’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	$1.52M	Hold	19,031	–	–	0.35%	48
2025 Q4	$1.62M	Hold	19,031	–	–	0.2%	50
2025 Q3	$1.48M	Buy	19,031 +115	+0.6%	+$8.98K	0.18%	49
2025 Q2	$1.48M	Buy	18,916 +116	+0.6%	+$8.65K	0.19%	50
2025 Q1	$1.36M	Hold	18,800	–	–	0.2%	49
2024 Q4	$1.39M	Hold	18,800	–	–	0.19%	51
2024 Q3	$1.24M	Sell	18,800 -100	-0.5%	-$7.27K	0.15%	51
2024 Q2	$1.75M	Sell	18,900 -50	-0.3%	-$4.43K	0.23%	45
2024 Q1	$1.81M	Sell	18,950 -850	-4%	-$71.4K	0.24%	46
2023 Q4	$1.37M	Hold	19,800	–	–	0.24%	48
2023 Q3	$1.37M	Hold	19,800	–	–	0.24%	48
2023 Q2	$1.87M	Hold	19,800	–	–	0.31%	49
2023 Q1	$1.64M	Hold	19,800	–	–	0.32%	53
2022 Q4	$1.48M	Hold	19,800	–	–	0.33%	46
2022 Q3	$1.64M	Buy	19,800 +17,600	+800%	+$1.69M	0.39%	42
2022 Q2	$209K	Sell	2,200 -17,750	-89%	-$1.84M	0.06%	80
2022 Q1	$2.35M	Sell	19,950 -80,700	-80%	-$9.05M	0.44%	43
2021 Q4	$13M	Buy	100,650 +10,300	+11%	+$1.2M	1.89%	21
2021 Q3	$10.2M	Buy	90,350 +67,100	+289%	+$7.66M	1.66%	24
2021 Q2	$2.41M	Hold	23,250	–	–	0.38%	49
2021 Q1	$1.95M	Sell	23,250 -350	-1%	-$29.6K	0.35%	53
2020 Q4	$2.15M	Sell	23,600 -1,000	-4%	-$82.9K	0.35%	50
2020 Q3	$1.96M	Sell	24,600 -6,300	-20%	-$492K	0.36%	48
2020 Q2	$5.83M	Sell	30,900 -61,800	-67%	-$4.39M	1.63%	26
2020 Q1	$5.83M	Sell	92,700 -169,200	-65%	-$12.2M	1.63%	26
2019 Q4	$20.4M	Sell	261,900 -17,475	-6%	-$1.36M	4.12%	5
2019 Q3	$20.5M	Buy	279,375 +148,275	+113%	+$10.4M	4.61%	6
2019 Q2	$8.07M	Sell	131,100 -93,750	-42%	-$5.67M	1.58%	30
2019 Q1	$14.3M	Buy	224,850 +170,250	+312%	+$9.72M	2.89%	7
2018 Q4	$2.79M	Sell	54,600 -900	-2%	-$45.5K	0.63%	45
2018 Q3	$3.22M	Sell	55,500 -114,000	-67%	-$5.58M	0.6%	53
2018 Q2	$8.22M	Buy	169,500 +20,100	+13%	+$938K	1.74%	20
2018 Q1	$6.95M	Buy	149,400 +92,700	+163%	+$4.03M	1.51%	27
2017 Q4	$2.13M	Hold	56,700	–	–	0.43%	58
2017 Q3	$2.06M	Sell	56,700 -300	-0.5%	-$11.4K	0.46%	56
2017 Q2	$2.25M	Hold	57,000	–	–	0.5%	48
2017 Q1	$1.79M	Sell	57,000 -600	-1%	-$18.8K	0.39%	57
2016 Q4	$1.8M	Sell	57,600 -178,500	-76%	-$5.78M	0.44%	58
2016 Q3	$9.49M	Sell	236,100 -91,500	-28%	-$3.45M	2.63%	7
2016 Q2	$10.9M	Buy	327,600 +300	+0.1%	+$10.3K	2.63%	9
2016 Q1	$9.62M	Buy	327,300 +600	+0.2%	+$16.6K	2.78%	10
2015 Q4	$8.6M	Buy	326,700 +105,000	+47%	+$2.73M	2.02%	18
2015 Q3	$5.25M	Hold	221,700	–	–	1.23%	37
2015 Q2	$5.26M	Sell	221,700 -98,400	-31%	-$2.22M	1.1%	39
2015 Q1	$7.6M	Buy	320,100 +33,000	+11%	+$740K	1.5%	20
2014 Q4	$6.09M	Buy	+287,100	New	+$5.77M	1.23%	31

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

De Burlo Group's EW Position: Q1 2026 in Review

De Burlo Group held its Edwards Lifesciences (EW) position steady in Q1 2026 at 19,031 shares worth $1.52M. The position accounts for 0.35% of the portfolio, ranked #48.

De Burlo Group first reported a position in EW in Q4 2014 and has held it in 46 quarters since. The position peaked at $20.5M in Q3 2019. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

De Burlo Group held 19,031 shares of Edwards Lifesciences worth $1.52M as of Q1 2026.
De Burlo Group left its Edwards Lifesciences share count unchanged in Q1 2026.
Edwards Lifesciences made up 0.35% of De Burlo Group's portfolio in Q1 2026, its #48 holding.
De Burlo Group first reported a position in Edwards Lifesciences in Q4 2014 and has held it in 46 quarters since.
De Burlo Group's Edwards Lifesciences position peaked at $20.5M in Q3 2019.
1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on De Burlo Group's 13F filing for Q1 2026, filed 14 May 2026.