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Elevatus Welath Management’s Edwards Lifesciences EW Stock Holding History

Elevatus Welath 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 		– Sell
-34,598
Closed -$2.95M – 152
2025
Q4 		$2.95M Buy
34,598
+1,980
+6% +$162K 0.81% 39
2025
Q3 		$2.54M Buy
32,618
+728
+2% +$56.9K 0.73% 40
2025
Q2 		$2.49M Buy
+31,890
New +$2.38M 0.83% 35

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Elevatus Welath Management's EW Position: Q1 2026 in Review

Elevatus Welath Management sold out of Edwards Lifesciences (EW) in Q1 2026, closing a stake of 34,598 shares — an estimated $2.95M sold.

Elevatus Welath Management first reported a position in EW in Q2 2025 and held it in 3 quarters. The position peaked at $2.95M in Q4 2025. 1,292 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Elevatus Welath Management reported no remaining Edwards Lifesciences position as of Q1 2026 after selling out during the quarter.
  • Elevatus Welath Management sold 34,598 Edwards Lifesciences shares in Q1 2026, an estimated $2.95M.
  • Elevatus Welath Management first reported a position in Edwards Lifesciences in Q2 2025 and held it in 3 quarters.
  • Elevatus Welath Management's Edwards Lifesciences position peaked at $2.95M in Q4 2025.
  • 1,292 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Elevatus Welath Management's 13F filing for Q1 2026, filed 15 Apr 2026.