FIA
EW icon

Foundations Investment Advisors’s Edwards Lifesciences EW Stock Holding History

Foundations Investment 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 		$300K Sell
3,746
-1,323
-26% -$109K ﹤0.01% 908
2025
Q4 		$432K Buy
+5,069
New +$416K 0.01% 761
2023
Q4 		– Sell
-3,095
Closed -$214K – 681
2023
Q3 		$214K Buy
3,095
+804
+35% +$64.6K 0.01% 597
2023
Q2 		$216K Buy
+2,291
New +$199K 0.01% 533

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

Foundations Investment Advisors's EW Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Edwards Lifesciences (EW) stake by 26% in Q1 2026, selling an estimated $109K and leaving 3,746 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Foundations Investment Advisors first reported a position in EW in Q2 2023 and has held it in 4 quarters since. The position peaked at $432K in Q4 2025. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Foundations Investment Advisors held 3,746 shares of Edwards Lifesciences worth $300K as of Q1 2026.
  • Foundations Investment Advisors sold 1,323 Edwards Lifesciences shares in Q1 2026, an estimated $109K.
  • Edwards Lifesciences made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #908 holding.
  • Foundations Investment Advisors first reported a position in Edwards Lifesciences in Q2 2023 and has held it in 4 quarters since.
  • Foundations Investment Advisors's Edwards Lifesciences position peaked at $432K in Q4 2025.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.