EF
EW icon

Empirical Finance’s Edwards Lifesciences EW Stock Holding History

Empirical Finance’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 		$1.65M Sell
20,581
-43
-0.2% -$3.54K 0.08% 218
2025
Q4 		$1.76M Sell
20,624
-901
-4% -$73.9K 0.08% 198
2025
Q3 		$1.67M Buy
21,525
+196
+0.9% +$15.3K 0.08% 218
2025
Q2 		$1.67M Buy
21,329
+134
+0.6% +$9.99K 0.09% 206
2025
Q1 		$1.54M Buy
21,195
+461
+2% +$33K 0.09% 202
2024
Q4 		$1.53M Sell
20,734
-273
-1% -$19.1K 0.09% 190
2024
Q3 		$1.39M Buy
21,007
+452
+2% +$32.8K 0.08% 214
2024
Q2 		$1.9M Sell
20,555
-1,491
-7% -$132K 0.12% 153
2024
Q1 		$2.11M Buy
22,046
+732
+3% +$61.5K 0.13% 158
2023
Q4 		$1.63M Buy
21,314
+155
+0.7% +$10.8K 0.11% 168
2023
Q3 		$1.47M Buy
21,159
+1,751
+9% +$141K 0.11% 168
2023
Q2 		$1.83M Buy
19,408
+2,192
+13% +$191K 0.14% 136
2023
Q1 		$1.42M Buy
17,216
+831
+5% +$65.3K 0.13% 145
2022
Q4 		$1.22M Buy
16,385
+1,318
+9% +$102K 0.13% 155
2022
Q3 		$1.25M Buy
15,067
+2,497
+20% +$240K 0.15% 138
2022
Q2 		$1.2M Buy
12,570
+688
+6% +$71.2K 0.15% 132
2022
Q1 		$1.4M Buy
11,882
+1,273
+12% +$143K 0.16% 121
2021
Q4 		$1.37M Buy
10,609
+2,841
+37% +$331K 0.16% 117
2021
Q3 		$879K Buy
7,768
+450
+6% +$51.4K 0.13% 156
2021
Q2 		$758K Buy
7,318
+1,010
+16% +$95.2K 0.12% 194
2021
Q1 		$575K Hold
6,308
– – 0.1% 191
2020
Q4 		$575K Buy
6,308
+1,112
+21% +$92.2K 0.1% 191
2020
Q3 		$415K Buy
5,196
+1,126
+28% +$87.9K 0.09% 195
2020
Q2 		$281K Buy
4,070
+449
+12% +$31.9K 0.07% 206
2020
Q1 		$228K Buy
+3,621
New +$261K 0.07% 194
2017
Q1 		– Sell
-276
Closed -$9K – 246
2016
Q4 		$9K Buy
+276
New +$8.94K 0.01% 393

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

Empirical Finance's EW Position: Q1 2026 in Review

Empirical Finance reduced its Edwards Lifesciences (EW) stake by 0.21% in Q1 2026, selling an estimated $3.54K and leaving 20,581 shares worth $1.65M. The position accounts for 0.08% of the portfolio, ranked #218.

Empirical Finance first reported a position in EW in Q4 2016 and has held it in 26 quarters since. The position peaked at $2.11M in Q1 2024. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Empirical Finance held 20,581 shares of Edwards Lifesciences worth $1.65M as of Q1 2026.
  • Empirical Finance sold 43 Edwards Lifesciences shares in Q1 2026, an estimated $3.54K.
  • Edwards Lifesciences made up 0.08% of Empirical Finance's portfolio in Q1 2026, its #218 holding.
  • Empirical Finance first reported a position in Edwards Lifesciences in Q4 2016 and has held it in 26 quarters since.
  • Empirical Finance's Edwards Lifesciences position peaked at $2.11M in Q1 2024.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.