EWA
EW icon

EP Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

EP Wealth Advisors’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 		$3.14M Sell
39,238
-5,140
-12% -$424K 0.02% 386
2025
Q4 		$3.78M Buy
+44,378
New +$3.64M 0.02% 327
2025
Q2 		$3.45M Buy
44,076
+14,002
+47% +$1.04M 0.02% 314
2025
Q1 		$2.18M Sell
30,074
-469
-2% -$33.6K 0.02% 355
2024
Q4 		$2.26M Buy
30,543
+10,283
+51% +$720K 0.02% 338
2024
Q3 		$1.34M Sell
20,260
-531
-3% -$38.6K 0.01% 433
2024
Q2 		$1.92M Sell
20,791
-46
-0.2% -$4.07K 0.02% 289
2024
Q1 		$1.99M Buy
20,837
+33
+0.2% +$2.77K 0.02% 262
2023
Q4 		$1.59M Sell
20,804
-19,731
-49% -$1.37M 0.02% 295
2023
Q3 		$2.81M Buy
40,535
+14,035
+53% +$1.13M 0.04% 211
2023
Q2 		$3.57M Buy
26,500
+16,500
+165% +$1.43M 0.05% 184
2023
Q1 		$21.2K Buy
+10,000
New +$786K ﹤0.01% 616
2022
Q4 		– Sell
-35,563
Closed -$2.94M – 629
2022
Q3 		$2.94M Sell
35,563
-10,129
-22% -$975K 0.07% 157
2022
Q2 		$4.34M Buy
45,692
+5,636
+14% +$583K 0.1% 121
2022
Q1 		$4.71M Buy
40,056
+1,015
+3% +$114K 0.1% 118
2021
Q4 		$5.06M Buy
39,041
+1,433
+4% +$167K 0.12% 102
2021
Q3 		$4.26M Buy
37,608
+5,872
+19% +$670K 0.12% 99
2021
Q2 		$3.29M Sell
31,736
-186
-0.6% -$17.5K 0.09% 132
2021
Q1 		$2.67M Buy
31,922
+1,447
+5% +$122K 0.08% 145
2020
Q4 		$2.78M Buy
30,475
+3,072
+11% +$255K 0.1% 107
2020
Q3 		$2.19M Sell
27,403
-599
-2% -$46.7K 0.09% 105
2020
Q2 		$1.94M Buy
+28,002
New +$1.99M 0.08% 121
2020
Q1 		– Sell
-25,527
Closed -$1.99M – 396
2019
Q4 		$1.99M Buy
25,527
+906
+4% +$70.7K 0.08% 133
2019
Q3 		$1.8M Buy
+24,621
New +$1.73M 0.09% 111
2019
Q2 		– Sell
-6,303
Closed -$402K – 331
2019
Q1 		$402K Buy
6,303
+657
+12% +$37.5K 0.04% 180
2018
Q4 		$288K Sell
5,646
-81
-1% -$4.1K 0.02% 216
2018
Q3 		$332K Buy
+5,727
New +$280K 0.03% 209

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

EP Wealth Advisors's EW Position: Q1 2026 in Review

EP Wealth Advisors reduced its Edwards Lifesciences (EW) stake by 12% in Q1 2026, selling an estimated $424K and leaving 39,238 shares worth $3.14M. The position accounts for 0.02% of the portfolio, ranked #386.

EP Wealth Advisors first reported a position in EW in Q3 2018 and has held it in 27 quarters since. The position peaked at $5.06M in Q4 2021. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • EP Wealth Advisors held 39,238 shares of Edwards Lifesciences worth $3.14M as of Q1 2026.
  • EP Wealth Advisors sold 5,140 Edwards Lifesciences shares in Q1 2026, an estimated $424K.
  • Edwards Lifesciences made up 0.02% of EP Wealth Advisors's portfolio in Q1 2026, its #386 holding.
  • EP Wealth Advisors first reported a position in Edwards Lifesciences in Q3 2018 and has held it in 27 quarters since.
  • EP Wealth Advisors's Edwards Lifesciences position peaked at $5.06M in Q4 2021.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.