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Exencial Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Exencial 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 		$244K Sell
3,041
-2,082
-41% -$172K 0.01% 522
2025
Q4 		$437K Sell
5,123
-140,392
-96% -$11.5M 0.01% 416
2025
Q3 		$11.3M Sell
145,515
-449
-0.3% -$35.1K 0.37% 85
2025
Q2 		$11.4M Sell
145,964
-6,923
-5% -$516K 0.4% 80
2025
Q1 		$11.1M Buy
152,887
+74
+0% +$5.3K 0.41% 77
2024
Q4 		$11.3M Sell
152,813
-3,207
-2% -$224K 0.41% 69
2024
Q3 		$10.3M Buy
156,020
+146,477
+1,535% +$10.6M 0.37% 86
2024
Q2 		$881K Sell
9,543
-917
-9% -$81.2K 0.03% 287
2024
Q1 		$1,000K Buy
+10,460
New +$879K 0.04% 276
2021
Q3 		– Sell
-2,527
Closed -$262K – 359
2021
Q2 		$262K Buy
2,527
+27
+1% +$2.54K 0.01% 394
2021
Q1 		$209K Buy
2,500
+145
+6% +$12.3K 0.01% 414
2020
Q4 		$215K Buy
+2,355
New +$195K 0.01% 354
2020
Q2 		– Sell
-3,375
Closed -$212K – 324
2020
Q1 		$212K Sell
3,375
-768
-19% -$55.4K 0.04% 223
2019
Q4 		$322K Hold
4,143
– – 0.06% 202
2019
Q3 		$304K Sell
4,143
-111
-3% -$7.8K 0.07% 197
2019
Q2 		$262K Buy
+4,254
New +$257K 0.06% 192

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Exencial Wealth Advisors reduced its Edwards Lifesciences (EW) stake by 41% in Q1 2026, selling an estimated $172K and leaving 3,041 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #522.

Exencial Wealth Advisors first reported a position in EW in Q2 2019 and has held it in 16 quarters since. The position peaked at $11.4M in Q2 2025. 1,288 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Exencial Wealth Advisors held 3,041 shares of Edwards Lifesciences worth $244K as of Q1 2026.
  • Exencial Wealth Advisors sold 2,082 Edwards Lifesciences shares in Q1 2026, an estimated $172K.
  • Edwards Lifesciences made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #522 holding.
  • Exencial Wealth Advisors first reported a position in Edwards Lifesciences in Q2 2019 and has held it in 16 quarters since.
  • Exencial Wealth Advisors's Edwards Lifesciences position peaked at $11.4M in Q2 2025.
  • 1,288 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.