IMA Advisory Services’s Edwards Lifesciences EW Stock Holding History

IMA Advisory Services’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	$240	Hold	3	–	–	﹤0.01%	945
2025 Q4	$255	Hold	3	–	–	﹤0.01%	921
2025 Q3	$233	Hold	3	–	–	﹤0.01%	480
2025 Q2	$235	Buy	+3	New	+$224	﹤0.01%	463
2023 Q4	–	Sell	-42	Closed	-$2.91K	–	124
2023 Q3	$2.91K	Hold	42	–	–	﹤0.01%	264
2023 Q2	$3.96K	Hold	42	–	–	﹤0.01%	268
2023 Q1	$3.48K	Hold	42	–	–	﹤0.01%	271
2022 Q4	$3.13K	Hold	42	–	–	﹤0.01%	299
2022 Q3	$3K	Hold	42	–	–	﹤0.01%	289
2022 Q2	$4K	Hold	42	–	–	﹤0.01%	287
2022 Q1	$5K	Hold	42	–	–	﹤0.01%	267
2021 Q4	$5K	Hold	42	–	–	﹤0.01%	278
2021 Q3	$5K	Hold	42	–	–	﹤0.01%	257
2021 Q2	$4K	Hold	42	–	–	﹤0.01%	259
2021 Q1	$4K	Hold	42	–	–	﹤0.01%	266
2020 Q4	$4K	Sell	42 -15	-26%	-$1.24K	﹤0.01%	258
2020 Q3	$5K	Buy	57 +15	+36%	+$1.17K	﹤0.01%	231
2020 Q2	$3K	Hold	42	–	–	﹤0.01%	235
2020 Q1	$3K	Hold	42	–	–	﹤0.01%	237
2019 Q4	$3K	Sell	42 -81	-66%	-$6.33K	﹤0.01%	265
2019 Q3	$9K	Hold	123	–	–	﹤0.01%	213
2019 Q2	$8K	Buy	123 +81	+193%	+$4.9K	﹤0.01%	208
2019 Q1	$3K	Sell	42 -150	-78%	-$8.56K	﹤0.01%	254
2018 Q4	$10K	Hold	192	–	–	﹤0.01%	221
2018 Q3	$11K	Sell	192 -75	-28%	-$3.67K	﹤0.01%	218
2018 Q2	$13K	Buy	+267	New	+$12.5K	0.01%	246

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

IMA Advisory Services's EW Position: Q1 2026 in Review

IMA Advisory Services held its Edwards Lifesciences (EW) position steady in Q1 2026 at 3 shares worth $240. The position accounts for ﹤0.01% of the portfolio, ranked #945.

IMA Advisory Services first reported a position in EW in Q2 2018 and has held it in 26 quarters since. The position peaked at $13K in Q2 2018. 1,284 funds tracked by Wall St. Rank hold EW as of Q1 2026.

IMA Advisory Services held 3 shares of Edwards Lifesciences worth $240 as of Q1 2026.
IMA Advisory Services left its Edwards Lifesciences share count unchanged in Q1 2026.
Edwards Lifesciences made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #945 holding.
IMA Advisory Services first reported a position in Edwards Lifesciences in Q2 2018 and has held it in 26 quarters since.
IMA Advisory Services's Edwards Lifesciences position peaked at $13K in Q2 2018.
1,284 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.