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Eads & Heald Wealth Management’s Edwards Lifesciences EW Stock Holding History

Eads & Heald 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 		$1.2M Sell
14,961
-352
-2% -$29K 0.6% 70
2025
Q4 		$1.31M Sell
15,313
-587
-4% -$48.2K 0.63% 69
2025
Q3 		$1.24M Sell
15,900
-483
-3% -$37.7K 0.59% 73
2025
Q2 		$1.28M Sell
16,383
-747
-4% -$55.7K 0.63% 70
2025
Q1 		$1.24M Sell
17,130
-301
-2% -$21.5K 0.63% 69
2024
Q4 		$1.29M Sell
17,431
-2,805
-14% -$196K 0.63% 70
2024
Q3 		$1.33M Sell
20,236
-2,136
-10% -$155K 0.63% 72
2024
Q2 		$2.07M Sell
22,372
-700
-3% -$62K 1% 41
2024
Q1 		$2.21M Sell
23,072
-950
-4% -$79.8K 1.03% 36
2023
Q4 		$1.83M Sell
24,022
-676
-3% -$47K 0.88% 50
2023
Q3 		$1.71M Sell
24,698
-391
-2% -$31.4K 0.9% 45
2023
Q2 		$2.37M Sell
25,089
-985
-4% -$85.6K 1.16% 28
2023
Q1 		$2.16M Buy
26,074
+585
+2% +$46K 1.07% 36
2022
Q4 		$1.9M Buy
25,489
+1,271
+5% +$98K 0.97% 43
2022
Q3 		$2M Buy
24,218
+370
+2% +$35.6K 1.13% 36
2022
Q2 		$2.27M Sell
23,848
-134
-0.6% -$13.9K 1.22% 23
2022
Q1 		$2.82M Sell
23,982
-460
-2% -$51.6K 1.31% 12
2021
Q4 		$3.17M Sell
24,442
-378
-2% -$44.1K 1.38% 7
2021
Q3 		$2.81M Sell
24,820
-2,327
-9% -$266K 1.36% 11
2021
Q2 		$2.81M Sell
27,147
-1,079
-4% -$102K 1.37% 12
2021
Q1 		$2.36M Buy
28,226
+234
+0.8% +$19.8K 1.21% 23
2020
Q4 		$2.55M Buy
27,992
+618
+2% +$51.3K 1.38% 15
2020
Q3 		$2.19M Sell
27,374
-3,168
-10% -$247K 1.31% 20
2020
Q2 		$2.11M Sell
30,542
-25
-0.1% -$1.78K 1.28% 22
2020
Q1 		$1.92M Sell
30,567
-273
-0.9% -$19.7K 1.36% 20
2019
Q4 		$2.4M Sell
30,840
-714
-2% -$55.8K 1.27% 23
2019
Q3 		$2.31M Sell
31,554
-1,368
-4% -$96.1K 1.29% 24
2019
Q2 		$2.03M Sell
32,922
-570
-2% -$34.5K 1.15% 36
2019
Q1 		$2.14M Sell
33,492
-3,177
-9% -$181K 1.24% 29
2018
Q4 		$1.87M Sell
36,669
-2,319
-6% -$117K 1.25% 30
2018
Q3 		$2.26M Sell
38,988
-792
-2% -$38.7K 1.3% 20
2018
Q2 		$1.93M Sell
39,780
-111
-0.3% -$5.18K 1.19% 31
2018
Q1 		$1.85M Buy
39,891
+6,000
+18% +$261K 1.18% 35
2017
Q4 		$1.27M Buy
33,891
+11,790
+53% +$433K 0.75% 68
2017
Q3 		$805K Buy
22,101
+3,735
+20% +$142K 0.5% 91
2017
Q2 		$724K Sell
18,366
-900
-5% -$32.9K 0.46% 91
2017
Q1 		$604K Buy
19,266
+4,245
+28% +$133K 0.39% 95
2016
Q4 		$469K Buy
15,021
+654
+5% +$21.2K 0.32% 101
2016
Q3 		$577K Sell
14,367
-2,487
-15% -$93.7K 0.4% 98
2016
Q2 		$560K Sell
16,854
-1,866
-10% -$63.8K 0.38% 98
2016
Q1 		$550K Sell
18,720
-3,810
-17% -$105K 0.38% 97
2015
Q4 		$593K Hold
22,530
– – 0.41% 97
2015
Q3 		$534K Sell
22,530
-822
-4% -$19.8K 0.38% 101
2015
Q2 		$554K Sell
23,352
-3,930
-14% -$88.7K 0.36% 104
2015
Q1 		$648K Sell
27,282
-4,482
-14% -$101K 0.42% 99
2014
Q4 		$674K Sell
31,764
-3,966
-11% -$79.7K 0.43% 95
2014
Q3 		$608K Sell
35,730
-7,830
-18% -$124K 0.41% 96
2014
Q2 		$623K Sell
43,560
-210
-0.5% -$2.85K 0.41% 94
2014
Q1 		$541K Buy
+43,770
New +$505K 0.36% 97

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

Eads & Heald Wealth Management's EW Position: Q1 2026 in Review

Eads & Heald Wealth Management reduced its Edwards Lifesciences (EW) stake by 2.3% in Q1 2026, selling an estimated $29K and leaving 14,961 shares worth $1.2M. The position accounts for 0.6% of the portfolio, ranked #70.

Eads & Heald Wealth Management first reported a position in EW in Q1 2014 and has held it in 49 quarters since. The position peaked at $3.17M in Q4 2021. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Eads & Heald Wealth Management held 14,961 shares of Edwards Lifesciences worth $1.2M as of Q1 2026.
  • Eads & Heald Wealth Management sold 352 Edwards Lifesciences shares in Q1 2026, an estimated $29K.
  • Edwards Lifesciences made up 0.6% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #70 holding.
  • Eads & Heald Wealth Management first reported a position in Edwards Lifesciences in Q1 2014 and has held it in 49 quarters since.
  • Eads & Heald Wealth Management's Edwards Lifesciences position peaked at $3.17M in Q4 2021.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.