EWA
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EverSource Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

EverSource 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 		$357K Sell
4,459
-459
-9% -$37.8K 0.01% 761
2025
Q4 		$419K Buy
4,918
+508
+12% +$41.7K 0.02% 604
2025
Q3 		$343K Buy
4,410
+1,230
+39% +$96.1K 0.01% 664
2025
Q2 		$249K Buy
3,180
+959
+43% +$71.5K 0.01% 767
2025
Q1 		$161K Buy
2,221
+917
+70% +$65.6K 0.01% 740
2024
Q4 		$96.5K Buy
1,304
+282
+28% +$19.7K 0.01% 911
2024
Q3 		$67.4K Buy
1,022
+90
+10% +$6.54K ﹤0.01% 934
2024
Q2 		$58.8K Buy
932
+280
+43% +$24.8K ﹤0.01% 1013
2024
Q1 		$55.2K Sell
652
-846
-56% -$71.1K ﹤0.01% 939
2023
Q4 		$114K Sell
1,498
-416
-22% -$28.9K 0.01% 591
2023
Q3 		$133K Sell
1,914
-1,496
-44% -$120K 0.01% 487
2023
Q2 		$322K Sell
3,410
-12
-0.4% -$1.04K 0.04% 293
2023
Q1 		$283K Buy
3,422
+31
+0.9% +$2.44K 0.04% 314
2022
Q4 		$253K Buy
3,391
+1,782
+111% +$137K 0.04% 316
2022
Q3 		$133K Sell
1,609
-5
-0.3% -$481 0.03% 362
2022
Q2 		$154K Buy
1,614
+629
+64% +$65.1K 0.04% 291
2022
Q1 		$116K Buy
985
+761
+340% +$85.4K 0.03% 312
2021
Q4 		$29K Buy
+224
New +$26.1K 0.01% 544

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

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

EverSource Wealth Advisors reduced its Edwards Lifesciences (EW) stake by 9.3% in Q1 2026, selling an estimated $37.8K and leaving 4,459 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #761.

EverSource Wealth Advisors first reported a position in EW in Q4 2021 and has held it in 18 quarters since. The position peaked at $419K in Q4 2025. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • EverSource Wealth Advisors held 4,459 shares of Edwards Lifesciences worth $357K as of Q1 2026.
  • EverSource Wealth Advisors sold 459 Edwards Lifesciences shares in Q1 2026, an estimated $37.8K.
  • Edwards Lifesciences made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #761 holding.
  • EverSource Wealth Advisors first reported a position in Edwards Lifesciences in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Edwards Lifesciences position peaked at $419K in Q4 2025.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

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