Evelyn Partners Investment Management Services’s Edwards Lifesciences EW Stock Holding History

Evelyn Partners Investment Management Services’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	$15.9K	Buy	+199	New	+$16.4K	﹤0.01%	237

Other funds holding EW

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VCM

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VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Evelyn Partners Investment Management Services's EW Position: Q1 2026 in Review

Evelyn Partners Investment Management Services opened a new position in Edwards Lifesciences (EW) in Q1 2026: 199 shares worth $15.9K. The stake represents ﹤0.01% of the portfolio and ranks #237 among its holdings.

1,285 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Evelyn Partners Investment Management Services held 199 shares of Edwards Lifesciences worth $15.9K as of Q1 2026.
Edwards Lifesciences was a new Evelyn Partners Investment Management Services position in Q1 2026.
Edwards Lifesciences made up ﹤0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #237 holding.
1,285 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.