Diversify Wealth Management’s Edwards Lifesciences EW Stock Holding History

Diversify Wealth Management’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	$318K	Sell	3,910 -42,906	-92%	-$3.54M	0.01%	942
2025 Q4	$3.93M	Buy	46,816 +564	+1%	+$46.3K	0.18%	144
2025 Q3	$3.84M	Sell	46,252 -7,258	-14%	-$567K	0.22%	131
2025 Q2	$4.12M	Buy	53,510 +7,528	+16%	+$561K	0.25%	118
2025 Q1	$3.51M	Buy	45,982 +8,541	+23%	+$611K	0.26%	115
2024 Q4	$2.75M	Buy	37,441 +18,715	+100%	+$1.31M	0.21%	125
2024 Q3	$1.32M	Buy	18,726 +3,150	+20%	+$229K	0.13%	171
2024 Q2	$945K	Buy	+15,576	New	+$1.38M	0.12%	165

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

Diversify Wealth Management's EW Position: Q1 2026 in Review

Diversify Wealth Management reduced its Edwards Lifesciences (EW) stake by 92% in Q1 2026, selling an estimated $3.54M and leaving 3,910 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #942.

Diversify Wealth Management first reported a position in EW in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.12M in Q2 2025. 1,284 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Diversify Wealth Management held 3,910 shares of Edwards Lifesciences worth $318K as of Q1 2026.
Diversify Wealth Management sold 42,906 Edwards Lifesciences shares in Q1 2026, an estimated $3.54M.
Edwards Lifesciences made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #942 holding.
Diversify Wealth Management first reported a position in Edwards Lifesciences in Q2 2024 and has held it in 8 quarters since.
Diversify Wealth Management's Edwards Lifesciences position peaked at $4.12M in Q2 2025.
1,284 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.