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Ellevest Inc’s Edwards Lifesciences EW Stock Holding History

Ellevest Inc’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 		$572K Buy
7,144
+546
+8% +$45K 0.08% 183
2025
Q4 		$562K Sell
6,598
-258
-4% -$21.2K 0.08% 194
2025
Q3 		$533K Sell
6,856
-516
-7% -$40.3K 0.08% 208
2025
Q2 		$577K Sell
7,372
-1,029
-12% -$76.7K 0.09% 167
2025
Q1 		$609K Buy
8,401
+873
+12% +$62.5K 0.04% 162
2024
Q4 		$557K Sell
7,528
-2,258
-23% -$158K 0.03% 176
2024
Q3 		$646K Buy
9,786
+3,217
+49% +$234K 0.04% 166
2024
Q2 		$607K Buy
6,569
+297
+5% +$26.3K 0.04% 170
2024
Q1 		$599K Buy
6,272
+153
+3% +$12.9K 0.04% 166
2023
Q4 		$467K Sell
6,119
-486
-7% -$33.8K 0.03% 196
2023
Q3 		$458K Buy
6,605
+426
+7% +$34.2K 0.04% 172
2023
Q2 		$583K Buy
6,179
+152
+3% +$13.2K 0.04% 124
2023
Q1 		$499K Sell
6,027
-1,507
-20% -$118K 0.04% 138
2022
Q4 		$562K Sell
7,534
-993
-12% -$76.5K 0.05% 106
2022
Q3 		$705K Sell
8,527
-827
-9% -$79.6K 0.07% 67
2022
Q2 		$889K Sell
9,354
-183
-2% -$18.9K 0.08% 57
2022
Q1 		$1.12M Buy
9,537
+610
+7% +$68.4K 0.09% 52
2021
Q4 		$1.16M Buy
8,927
+148
+2% +$17.3K 0.1% 51
2021
Q3 		$994K Buy
8,779
+408
+5% +$46.6K 0.1% 49
2021
Q2 		$867K Buy
8,371
+470
+6% +$44.3K 0.09% 54
2021
Q1 		$661K Buy
+7,901
New +$668K 0.08% 64
2020
Q4 		– Sell
-9,984
Closed -$797K – 1236
2020
Q3 		$797K Buy
9,984
+695
+7% +$54.2K 0.14% 45
2020
Q2 		$642K Buy
9,289
+376
+4% +$26.7K 0.14% 42
2020
Q1 		$560K Buy
8,913
+8,772
+6,221% +$633K 0.16% 36
2019
Q4 		$11K Buy
141
+102
+262% +$7.96K ﹤0.01% 517
2019
Q3 		$3K Buy
39
+12
+44% +$843 ﹤0.01% 300
2019
Q2 		$2K Sell
27
-27
-50% -$1.63K ﹤0.01% 339
2019
Q1 		$3K Hold
54
– – ﹤0.01% 267
2018
Q4 		$3K Buy
+54
New +$2.73K ﹤0.01% 452

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

Ellevest Inc's EW Position: Q1 2026 in Review

Ellevest Inc increased its Edwards Lifesciences (EW) stake by 8.3% in Q1 2026, buying an estimated $45K and bringing the position to 7,144 shares worth $572K. The position accounts for 0.08% of the portfolio, ranked #183.

Ellevest Inc first reported a position in EW in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.16M in Q4 2021. 1,285 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Ellevest Inc held 7,144 shares of Edwards Lifesciences worth $572K as of Q1 2026.
  • Ellevest Inc bought 546 Edwards Lifesciences shares in Q1 2026, an estimated $45K.
  • Edwards Lifesciences made up 0.08% of Ellevest Inc's portfolio in Q1 2026, its #183 holding.
  • Ellevest Inc first reported a position in Edwards Lifesciences in Q4 2018 and has held it in 29 quarters since.
  • Ellevest Inc's Edwards Lifesciences position peaked at $1.16M in Q4 2021.
  • 1,285 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.