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Jackson Thornton Wealth Management’s Edwards Lifesciences EW Stock Holding History

Jackson Thornton 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 		$207K Sell
2,654
-653
-20% -$53.8K 0.02% 271
2025
Q4 		$284K Sell
3,307
-89
-3% -$7.3K 0.03% 209
2025
Q3 		$257K Buy
+3,396
New +$265K 0.03% 216

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State Street
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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

Jackson Thornton Wealth Management's EW Position: Q1 2026 in Review

Jackson Thornton Wealth Management reduced its Edwards Lifesciences (EW) stake by 20% in Q1 2026, selling an estimated $53.8K and leaving 2,654 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #271.

Jackson Thornton Wealth Management first reported a position in EW in Q3 2025 and has held it in 3 quarters since. The position peaked at $284K in Q4 2025. 1,284 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Jackson Thornton Wealth Management held 2,654 shares of Edwards Lifesciences worth $207K as of Q1 2026.
  • Jackson Thornton Wealth Management sold 653 Edwards Lifesciences shares in Q1 2026, an estimated $53.8K.
  • Edwards Lifesciences made up 0.02% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #271 holding.
  • Jackson Thornton Wealth Management first reported a position in Edwards Lifesciences in Q3 2025 and has held it in 3 quarters since.
  • Jackson Thornton Wealth Management's Edwards Lifesciences position peaked at $284K in Q4 2025.
  • 1,284 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.