First Foundation Advisors’s Edwards Lifesciences EW Stock Holding History

First Foundation 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	$307K	Sell	3,834 -7,307	-66%	-$602K	0.01%	291
2025 Q4	$950K	Sell	11,141 -28,537	-72%	-$2.34M	0.04%	182
2025 Q3	$3.09M	Buy	39,678 +471	+1%	+$36.8K	0.11%	118
2025 Q2	$3.07M	Buy	39,207 +905	+2%	+$67.5K	0.11%	113
2025 Q1	$2.78M	Sell	38,302 -1,999	-5%	-$143K	0.11%	109
2024 Q4	$2.98M	Sell	40,301 -626	-2%	-$43.8K	0.11%	111
2024 Q3	$2.7M	Buy	40,927 +31,547	+336%	+$2.29M	0.1%	113
2024 Q2	$866K	Buy	9,380 +471	+5%	+$41.7K	0.03%	177
2024 Q1	$851K	Hold	8,909	–	–	0.03%	183
2023 Q4	$679K	Sell	8,909 -3,713	-29%	-$258K	0.03%	199
2023 Q3	$874K	Sell	12,622 -16,852	-57%	-$1.35M	0.04%	185
2023 Q2	$2.78M	Sell	29,474 -181,642	-86%	-$15.8M	0.12%	114
2023 Q1	$17.5M	Sell	211,116 -3,303	-2%	-$260K	0.8%	33
2022 Q4	$16M	Buy	214,419 +36,046	+20%	+$2.78M	0.77%	34
2022 Q3	$14.7M	Buy	178,373 +137,744	+339%	+$13.3M	0.72%	39
2022 Q2	$3.86M	Buy	40,629 +6,590	+19%	+$682K	0.17%	85
2022 Q1	$4.01M	Buy	34,039 +3,744	+12%	+$420K	0.14%	89
2021 Q4	$3.92M	Buy	30,295 +1,845	+6%	+$215K	0.13%	90
2021 Q3	$3.22M	Buy	28,450 +3,434	+14%	+$392K	0.12%	99
2021 Q2	$2.59M	Buy	25,016 +2,556	+11%	+$241K	0.1%	120
2021 Q1	$1.88M	Buy	22,460 +3,398	+18%	+$287K	0.08%	138
2020 Q4	$1.74M	Buy	19,062 +5,541	+41%	+$460K	0.08%	139
2020 Q3	$1.08M	Buy	13,521 +1,262	+10%	+$98.5K	0.05%	171
2020 Q2	$847K	Buy	12,259 +1,795	+17%	+$128K	0.04%	183
2020 Q1	$658K	Sell	10,464 -3,693	-26%	-$266K	0.04%	200
2019 Q4	$1.1M	Buy	14,157 +234	+2%	+$18.3K	0.05%	172
2019 Q3	$1.02M	Sell	13,923 -6,117	-31%	-$430K	0.05%	163
2019 Q2	$1.23M	Buy	20,040 +14,607	+269%	+$883K	0.07%	157
2019 Q1	$346K	Sell	5,433 -22,227	-80%	-$1.27M	0.02%	250
2018 Q4	$1.41M	Buy	27,660 +22,623	+449%	+$1.14M	0.09%	142
2018 Q3	$292K	Hold	5,037	–	–	0.02%	295
2018 Q2	$244K	Sell	5,037 -75	-1%	-$3.5K	0.01%	290
2018 Q1	$238K	Sell	5,112 -507	-9%	-$22K	0.01%	284
2017 Q4	$211K	Buy	+5,619	New	+$206K	0.01%	302
2016 Q1	–	Sell	-19,788	Closed	-$521K	–	310
2015 Q4	$521K	Sell	19,788 -1,854	-9%	-$48.1K	0.04%	176
2015 Q3	$513K	Buy	+21,642	New	+$522K	0.04%	146

Other funds holding EW

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 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

First Foundation Advisors's EW Position: Q1 2026 in Review

First Foundation Advisors reduced its Edwards Lifesciences (EW) stake by 66% in Q1 2026, selling an estimated $602K and leaving 3,834 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #291.

First Foundation Advisors first reported a position in EW in Q3 2015 and has held it in 36 quarters since. The position peaked at $17.5M in Q1 2023. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

First Foundation Advisors held 3,834 shares of Edwards Lifesciences worth $307K as of Q1 2026.
First Foundation Advisors sold 7,307 Edwards Lifesciences shares in Q1 2026, an estimated $602K.
Edwards Lifesciences made up 0.01% of First Foundation Advisors's portfolio in Q1 2026, its #291 holding.
First Foundation Advisors first reported a position in Edwards Lifesciences in Q3 2015 and has held it in 36 quarters since.
First Foundation Advisors's Edwards Lifesciences position peaked at $17.5M in Q1 2023.
1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.