Independent Advisor Alliance’s Edwards Lifesciences EW Stock Holding History

Independent Advisor Alliance’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	$1.77M	Sell	22,140 -235	-1%	-$19.4K	0.02%	598
2025 Q4	$1.91M	Buy	22,375 +4,548	+26%	+$373K	0.05%	315
2025 Q3	$1.39M	Buy	17,827 +9,522	+115%	+$744K	0.04%	369
2025 Q2	$650K	Buy	8,305 +3,168	+62%	+$236K	0.02%	510
2025 Q1	$372K	Buy	5,137 +90	+2%	+$6.44K	0.01%	597
2024 Q4	$374K	Buy	+5,047	New	+$353K	﹤0.01%	1049
2024 Q3	–	Sell	-2,931	Closed	-$271K	–	726
2024 Q2	$271K	Buy	+2,931	New	+$260K	0.01%	594

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

Independent Advisor Alliance's EW Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Edwards Lifesciences (EW) stake by 1.1% in Q1 2026, selling an estimated $19.4K and leaving 22,140 shares worth $1.77M. The position accounts for 0.02% of the portfolio, ranked #598.

Independent Advisor Alliance first reported a position in EW in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.91M in Q4 2025. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Independent Advisor Alliance held 22,140 shares of Edwards Lifesciences worth $1.77M as of Q1 2026.
Independent Advisor Alliance sold 235 Edwards Lifesciences shares in Q1 2026, an estimated $19.4K.
Edwards Lifesciences made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #598 holding.
Independent Advisor Alliance first reported a position in Edwards Lifesciences in Q2 2024 and has held it in 7 quarters since.
Independent Advisor Alliance's Edwards Lifesciences position peaked at $1.91M in Q4 2025.
1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.