Goodman Advisory Group’s Edwards Lifesciences EW Stock Holding History

Goodman Advisory Group’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	-1,130	Closed	-$96.3K	–	191
2025 Q4	$96.3K	Sell	1,130 -550	-33%	-$45.1K	0.02%	87
2025 Q3	$131K	Hold	1,680	–	–	0.03%	80
2025 Q2	$131K	Hold	1,680	–	–	0.04%	67
2025 Q1	$122K	Buy	+1,680	New	+$120K	0.04%	85
2024 Q4	–	Sell	-1,680	Closed	-$111K	–	90
2024 Q3	$111K	Hold	1,680	–	–	0.03%	97
2024 Q2	$155K	Hold	1,680	–	–	0.05%	89
2024 Q1	$161K	Hold	1,680	–	–	0.05%	75
2023 Q4	$128K	Hold	1,680	–	–	0.04%	74
2023 Q3	$116K	Hold	1,680	–	–	0.04%	80
2023 Q2	$158K	Hold	1,680	–	–	0.06%	64
2023 Q1	$139K	Hold	1,680	–	–	0.08%	58
2022 Q4	$125K	Hold	1,680	–	–	0.07%	58
2022 Q3	$139K	Hold	1,680	–	–	0.08%	56
2022 Q2	$160K	Buy	+1,680	New	+$174K	0.07%	52

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

Goodman Advisory Group's EW Position: Q1 2026 in Review

Goodman Advisory Group sold out of Edwards Lifesciences (EW) in Q1 2026, closing a stake of 1,130 shares — an estimated $96.3K sold.

Goodman Advisory Group first reported a position in EW in Q2 2022 and held it in 14 quarters. The position peaked at $161K in Q1 2024. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Goodman Advisory Group reported no remaining Edwards Lifesciences position as of Q1 2026 after selling out during the quarter.
Goodman Advisory Group sold 1,130 Edwards Lifesciences shares in Q1 2026, an estimated $96.3K.
Goodman Advisory Group first reported a position in Edwards Lifesciences in Q2 2022 and held it in 14 quarters.
Goodman Advisory Group's Edwards Lifesciences position peaked at $161K in Q1 2024.
1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Goodman Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.