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Fortis Capital Advisors’s Edwards Lifesciences EW Stock Holding History

Fortis Capital 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 		– Sell
-10,468
Closed -$892K – 387
2025
Q4 		$892K Buy
+10,468
New +$859K 0.13% 143
2023
Q2 		– Sell
-203
Closed -$16.8K – 276
2023
Q1 		$16.8K Hold
203
– – 0.01% 419
2022
Q4 		$15.1K Buy
+203
New +$15.6K 0.01% 440

Other funds holding EW

BlackRock
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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

Fortis Capital Advisors's EW Position: Q1 2026 in Review

Fortis Capital Advisors sold out of Edwards Lifesciences (EW) in Q1 2026, closing a stake of 10,468 shares — an estimated $892K sold.

Fortis Capital Advisors first reported a position in EW in Q4 2022 and held it in 3 quarters. The position peaked at $892K in Q4 2025. 1,288 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Fortis Capital Advisors reported no remaining Edwards Lifesciences position as of Q1 2026 after selling out during the quarter.
  • Fortis Capital Advisors sold 10,468 Edwards Lifesciences shares in Q1 2026, an estimated $892K.
  • Fortis Capital Advisors first reported a position in Edwards Lifesciences in Q4 2022 and held it in 3 quarters.
  • Fortis Capital Advisors's Edwards Lifesciences position peaked at $892K in Q4 2025.
  • 1,288 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

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