Invera Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Invera Wealth Advisors’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	$891K	Sell	11,128 -358	-3%	-$29.5K	0.57%	57
2025 Q4	$979K	Sell	11,486 -540	-4%	-$44.3K	0.62%	48
2025 Q3	$935K	Buy	12,026 +29	+0.2%	+$2.27K	0.58%	55
2025 Q2	$938K	Sell	11,997 -15,928	-57%	-$1.19M	0.61%	53
2025 Q1	$2.02M	Buy	+27,925	New	+$2M	1.31%	25
2024 Q2	–	Sell	-31,078	Closed	-$2.69M	–	60
2024 Q1	$2.69M	Buy	31,078 +12,809	+70%	+$1.08M	2.28%	17
2023 Q4	$1.39M	Buy	+18,269	New	+$1.27M	0.87%	37

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

Invera Wealth Advisors's EW Position: Q1 2026 in Review

Invera Wealth Advisors reduced its Edwards Lifesciences (EW) stake by 3.1% in Q1 2026, selling an estimated $29.5K and leaving 11,128 shares worth $891K. The position accounts for 0.57% of the portfolio, ranked #57.

Invera Wealth Advisors first reported a position in EW in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.69M in Q1 2024. 1,285 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Invera Wealth Advisors held 11,128 shares of Edwards Lifesciences worth $891K as of Q1 2026.
Invera Wealth Advisors sold 358 Edwards Lifesciences shares in Q1 2026, an estimated $29.5K.
Edwards Lifesciences made up 0.57% of Invera Wealth Advisors's portfolio in Q1 2026, its #57 holding.
Invera Wealth Advisors first reported a position in Edwards Lifesciences in Q4 2023 and has held it in 7 quarters since.
Invera Wealth Advisors's Edwards Lifesciences position peaked at $2.69M in Q1 2024.
1,285 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.