Focus Partners Wealth
EW icon

Focus Partners Wealth’s Edwards Lifesciences EW Stock Holding History

Focus Partners Wealth’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 		$319K Sell
3,919
-25,003
-86% -$2.06M ﹤0.01% 2159
2025
Q4 		$2.47M Buy
28,922
+18,963
+190% +$1.56M ﹤0.01% 1231
2025
Q3 		$775K Sell
9,959
-962
-9% -$75.2K ﹤0.01% 1406
2025
Q2 		$854K Sell
10,921
-56,350
-84% -$4.2M ﹤0.01% 1213
2025
Q1 		$4.88M Sell
67,271
-1,470
-2% -$105K 0.01% 634
2024
Q4 		$5.09M Buy
68,741
+24,708
+56% +$1.73M 0.01% 607
2024
Q3 		$2.91M Buy
44,033
+949
+2% +$69K 0.01% 689
2024
Q2 		$3.98M Buy
43,084
+6,016
+16% +$533K 0.01% 535
2024
Q1 		$3.54M Buy
37,068
+24,002
+184% +$2.02M 0.03% 387
2023
Q4 		$996K Buy
+13,066
New +$909K 0.01% 451

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

Focus Partners Wealth's EW Position: Q1 2026 in Review

Focus Partners Wealth reduced its Edwards Lifesciences (EW) stake by 86% in Q1 2026, selling an estimated $2.06M and leaving 3,919 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #2159.

Focus Partners Wealth first reported a position in EW in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.09M in Q4 2024. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Focus Partners Wealth held 3,919 shares of Edwards Lifesciences worth $319K as of Q1 2026.
  • Focus Partners Wealth sold 25,003 Edwards Lifesciences shares in Q1 2026, an estimated $2.06M.
  • Edwards Lifesciences made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2159 holding.
  • Focus Partners Wealth first reported a position in Edwards Lifesciences in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Edwards Lifesciences position peaked at $5.09M in Q4 2024.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.