Howe & Rusling’s Edwards Lifesciences EW Stock Holding History

Howe & Rusling’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	$8.11M	Buy	101,227 +15,364	+18%	+$1.27M	0.53%	59
2025 Q4	$7.32M	Sell	85,863 -45	-0.1%	-$3.69K	0.48%	60
2025 Q3	$6.68M	Buy	85,908 +968	+1%	+$75.6K	0.46%	62
2025 Q2	$6.64M	Buy	84,940 +3,026	+4%	+$226K	0.49%	61
2025 Q1	$5.94M	Buy	81,914 +4,351	+6%	+$311K	0.5%	63
2024 Q4	$5.74M	Sell	77,563 -14,055	-15%	-$984K	0.49%	62
2024 Q3	$6.05M	Buy	91,618 +18,648	+26%	+$1.35M	0.52%	63
2024 Q2	$6.74M	Buy	72,970 +3,198	+5%	+$283K	0.61%	57
2024 Q1	$6.67M	Buy	69,772 +20,384	+41%	+$1.71M	0.64%	57
2023 Q4	$3.77M	Buy	49,388 +6,952	+16%	+$484K	0.4%	71
2023 Q3	$2.94M	Buy	42,436 +8,881	+26%	+$714K	0.35%	71
2023 Q2	$3.17M	Buy	33,555 +645	+2%	+$56.1K	0.35%	69
2023 Q1	$2.72M	Buy	32,910 +24,387	+286%	+$1.92M	0.32%	74
2022 Q4	$636K	Sell	8,523 -88	-1%	-$6.78K	0.08%	118
2022 Q3	$712K	Buy	8,611 +11	+0.1%	+$1.06K	0.09%	115
2022 Q2	$818K	Buy	8,600 +35	+0.4%	+$3.62K	0.1%	109
2022 Q1	$1.01M	Hold	8,565	–	–	0.12%	103
2021 Q4	$1.11M	Sell	8,565 -213	-2%	-$24.8K	0.13%	102
2021 Q3	$994K	Hold	8,778	–	–	0.12%	103
2021 Q2	$909K	Hold	8,778	–	–	0.11%	98
2021 Q1	$734K	Hold	8,778	–	–	0.1%	98
2020 Q4	$801K	Hold	8,778	–	–	0.12%	89
2020 Q3	$701K	Hold	8,778	–	–	0.12%	88
2020 Q2	$607K	Sell	8,778 -855	-9%	-$60.8K	0.11%	83
2020 Q1	$606K	Hold	9,633	–	–	0.13%	87
2019 Q4	$749K	Hold	9,633	–	–	0.12%	114
2019 Q3	$706K	Hold	9,633	–	–	0.12%	117
2019 Q2	$593K	Sell	9,633 -1,215	-11%	-$73.5K	0.1%	121
2019 Q1	$692K	Sell	10,848 -390	-3%	-$22.3K	0.12%	117
2018 Q4	$574K	Hold	11,238	–	–	0.12%	105
2018 Q3	$652K	Buy	11,238 +1,824	+19%	+$89.2K	0.11%	92
2018 Q2	$457K	Sell	9,414 -669	-7%	-$31.2K	0.08%	103
2018 Q1	$469K	Sell	10,083 -107,757	-91%	-$4.68M	0.08%	112
2017 Q4	$4.43M	Buy	117,840 +2,424	+2%	+$89K	0.8%	51
2017 Q3	$4.21M	Sell	115,416 -9,594	-8%	-$366K	0.78%	52
2017 Q2	$4.93M	Sell	125,010 -5,712	-4%	-$208K	1%	39
2017 Q1	$4.1M	Sell	130,722 -5,931	-4%	-$186K	0.82%	47
2016 Q4	$4.27M	Sell	136,653 -8,085	-6%	-$262K	0.94%	43
2016 Q3	$5.82M	Sell	144,738 -2,220	-2%	-$83.6K	1.25%	31
2016 Q2	$4.88M	Sell	146,958 -26,487	-15%	-$906K	1.08%	40
2016 Q1	$5.1M	Buy	+173,445	New	+$4.79M	1.15%	41

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 $167B AUM 44.17% 1-Year Est. Return

Howe & Rusling's EW Position: Q1 2026 in Review

Howe & Rusling increased its Edwards Lifesciences (EW) stake by 18% in Q1 2026, buying an estimated $1.27M and bringing the position to 101,227 shares worth $8.11M. The position accounts for 0.53% of the portfolio, ranked #59.

Howe & Rusling first reported a position in EW in Q1 2016 and has held it in 41 quarters since. 1,285 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Howe & Rusling held 101,227 shares of Edwards Lifesciences worth $8.11M as of Q1 2026.
Howe & Rusling bought 15,364 Edwards Lifesciences shares in Q1 2026, an estimated $1.27M.
Edwards Lifesciences made up 0.53% of Howe & Rusling's portfolio in Q1 2026, its #59 holding.
Howe & Rusling first reported a position in Edwards Lifesciences in Q1 2016 and has held it in 41 quarters since.
1,285 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.