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Evolution Wealth Management’s Edwards Lifesciences EW Stock Holding History

Evolution Wealth 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 		$76.9K Hold
960
– – 0.06% 203
2025
Q4 		$81.8K Hold
960
– – 0.07% 190
2025
Q3 		$74.7K Hold
960
– – 0.08% 168
2025
Q2 		$75.1K Buy
+960
New +$71.6K 0.09% 142

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

Evolution Wealth Management's EW Position: Q1 2026 in Review

Evolution Wealth Management held its Edwards Lifesciences (EW) position steady in Q1 2026 at 960 shares worth $76.9K. The position accounts for 0.06% of the portfolio, ranked #203.

Evolution Wealth Management first reported a position in EW in Q2 2025 and has held it in 4 quarters since. The position peaked at $81.8K in Q4 2025. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Evolution Wealth Management held 960 shares of Edwards Lifesciences worth $76.9K as of Q1 2026.
  • Evolution Wealth Management left its Edwards Lifesciences share count unchanged in Q1 2026.
  • Edwards Lifesciences made up 0.06% of Evolution Wealth Management's portfolio in Q1 2026, its #203 holding.
  • Evolution Wealth Management first reported a position in Edwards Lifesciences in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's Edwards Lifesciences position peaked at $81.8K in Q4 2025.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.