DAS
EW icon

Diversify Advisory Services’s Edwards Lifesciences EW Stock Holding History

Diversify Advisory Services’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
-3,692
Closed -$311K – 427
2025
Q4 		$311K Sell
3,692
-17,537
-83% -$1.44M 0.01% 747
2025
Q3 		$1.76M Sell
21,229
-6,719
-24% -$525K 0.06% 230
2025
Q2 		$2.15M Buy
27,948
+4,297
+18% +$320K 0.08% 178
2025
Q1 		$1.8M Buy
23,651
+4,650
+24% +$333K 0.11% 130
2024
Q4 		$1.4M Sell
19,001
-2,698
-12% -$189K 0.08% 180
2024
Q3 		$1.5M Sell
21,699
-1,877
-8% -$136K 0.08% 196
2024
Q2 		$2.2M Sell
23,576
-6,234
-21% -$552K 0.12% 149
2024
Q1 		$2.81M Buy
+29,810
New +$2.5M 0.17% 130

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

Diversify Advisory Services's EW Position: Q1 2026 in Review

Diversify Advisory Services sold out of Edwards Lifesciences (EW) in Q1 2026, closing a stake of 3,692 shares — an estimated $311K sold.

Diversify Advisory Services first reported a position in EW in Q1 2024 and held it in 8 quarters. The position peaked at $2.81M in Q1 2024. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Diversify Advisory Services reported no remaining Edwards Lifesciences position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 3,692 Edwards Lifesciences shares in Q1 2026, an estimated $311K.
  • Diversify Advisory Services first reported a position in Edwards Lifesciences in Q1 2024 and held it in 8 quarters.
  • Diversify Advisory Services's Edwards Lifesciences position peaked at $2.81M in Q1 2024.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.