IWM
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IHT Wealth Management’s Edwards Lifesciences EW Stock Holding History

IHT Wealth Management’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 		$261K Buy
3,255
+26
+0.8% +$2.14K 0.01% 1059
2025
Q4 		$275K Buy
3,229
+60
+2% +$4.92K 0.01% 993
2025
Q3 		$246K Hold
3,169
– – 0.01% 1029
2025
Q2 		$248K Sell
3,169
-1,189
-27% -$88.7K 0.01% 981
2025
Q1 		$316K Sell
4,358
-169
-4% -$12.1K 0.01% 839
2024
Q4 		$335K Sell
4,527
-1,489
-25% -$104K 0.01% 820
2024
Q3 		$397K Sell
6,016
-4,632
-44% -$337K 0.01% 797
2024
Q2 		$984K Sell
10,648
-1,270
-11% -$112K 0.04% 439
2024
Q1 		$1.14M Buy
11,918
+2,061
+21% +$173K 0.05% 379
2023
Q4 		$752K Buy
9,857
+2,542
+35% +$177K 0.03% 472
2023
Q3 		$507K Sell
7,315
-221
-3% -$17.8K 0.03% 551
2023
Q2 		$711K Sell
7,536
-995
-12% -$86.5K 0.04% 431
2023
Q1 		$706K Sell
8,531
-346
-4% -$27.2K 0.04% 399
2022
Q4 		$662K Sell
8,877
-244
-3% -$18.8K 0.04% 404
2022
Q3 		$754K Buy
9,121
+1,883
+26% +$181K 0.06% 346
2022
Q2 		$688K Sell
7,238
-323
-4% -$33.4K 0.06% 301
2022
Q1 		$890K Sell
7,561
-218
-3% -$24.5K 0.07% 278
2021
Q4 		$1.01M Buy
7,779
+2,715
+54% +$317K 0.07% 258
2021
Q3 		$573K Sell
5,064
-390
-7% -$44.5K 0.05% 382
2021
Q2 		$565K Sell
5,454
-5,052
-48% -$476K 0.04% 495
2021
Q1 		$879K Buy
10,506
+4,006
+62% +$339K 0.06% 295
2020
Q4 		$593K Buy
6,500
+2,061
+46% +$171K 0.05% 356
2020
Q3 		$354K Sell
4,439
-25
-0.6% -$1.95K 0.04% 432
2020
Q2 		$309K Sell
4,464
-141
-3% -$10K 0.04% 404
2020
Q1 		$290K Sell
4,605
-315
-6% -$22.7K 0.04% 399
2019
Q4 		$383K Buy
4,920
+384
+8% +$30K 0.05% 381
2019
Q3 		$333K Buy
4,536
+1,251
+38% +$87.9K 0.05% 397
2019
Q2 		$202K Sell
3,285
-300
-8% -$18.1K 0.03% 492
2019
Q1 		$229K Buy
+3,585
New +$205K 0.04% 428
2018
Q4 		– Sell
-3,534
Closed -$205K – 486
2018
Q3 		$205K Buy
+3,534
New +$173K 0.04% 402
2018
Q2 		– Sell
-2,796
Closed -$126K – 714
2018
Q1 		$126K Buy
2,796
+1,281
+85% +$55.6K 0.03% 430
2017
Q4 		$60K Buy
1,515
+78
+5% +$2.86K 0.02% 637
2017
Q3 		$53K Sell
1,437
-177
-11% -$6.75K 0.02% 504
2017
Q2 		$1 Buy
1,614
+300
+23% +$10.9K ﹤0.01% 1300
2017
Q1 		$41K Buy
1,314
+174
+15% +$5.45K 0.03% 466
2016
Q4 		$36K Buy
+1,140
New +$36.9K 0.03% 460

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

IHT Wealth Management's EW Position: Q1 2026 in Review

IHT Wealth Management increased its Edwards Lifesciences (EW) stake by 0.81% in Q1 2026, buying an estimated $2.14K and bringing the position to 3,255 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #1059.

IHT Wealth Management first reported a position in EW in Q4 2016 and has held it in 36 quarters since. The position peaked at $1.14M in Q1 2024. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • IHT Wealth Management held 3,255 shares of Edwards Lifesciences worth $261K as of Q1 2026.
  • IHT Wealth Management bought 26 Edwards Lifesciences shares in Q1 2026, an estimated $2.14K.
  • Edwards Lifesciences made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #1059 holding.
  • IHT Wealth Management first reported a position in Edwards Lifesciences in Q4 2016 and has held it in 36 quarters since.
  • IHT Wealth Management's Edwards Lifesciences position peaked at $1.14M in Q1 2024.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

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