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

Evelyn Partners Investment 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 		$52.5K Hold
655
– – ﹤0.01% 275
2025
Q4 		$55.8K Sell
655
-1,250
-66% -$103K ﹤0.01% 275
2025
Q3 		$73.7K Buy
1,905
+1,002
+111% +$78.3K ﹤0.01% 265
2025
Q2 		$70.6K Hold
903
– – ﹤0.01% 263
2025
Q1 		$65.4K Sell
903
-411
-31% -$29.4K ﹤0.01% 265
2024
Q4 		$97.3K Buy
+1,314
New +$92K ﹤0.01% 235

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

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

Evelyn Partners Investment Management held its Edwards Lifesciences (EW) position steady in Q1 2026 at 655 shares worth $52.5K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Evelyn Partners Investment Management first reported a position in EW in Q4 2024 and has held it in 6 quarters since. The position peaked at $97.3K in Q4 2024. 1,285 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Evelyn Partners Investment Management held 655 shares of Edwards Lifesciences worth $52.5K as of Q1 2026.
  • Evelyn Partners Investment Management left its Edwards Lifesciences share count unchanged in Q1 2026.
  • Edwards Lifesciences made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #275 holding.
  • Evelyn Partners Investment Management first reported a position in Edwards Lifesciences in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Edwards Lifesciences position peaked at $97.3K in Q4 2024.
  • 1,285 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

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