Jefferies Financial Group’s Edwards Lifesciences EW Stock Holding History

Jefferies Financial Group’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	$3.55M	Buy	44,351 +18,762	+73%	+$1.55M	0.02%	425
2025 Q4	$2.18M	Sell	25,589 -26,911	-51%	-$2.21M	0.01%	773
2025 Q3	$4.08M	Buy	+52,500	New	+$4.1M	0.02%	431
2025 Q2	–	Sell	-41,969	Closed	-$3.04M	–	1468
2025 Q1	$3.04M	Sell	41,969 -8,769	-17%	-$628K	0.03%	442
2024 Q4	$3.76M	Sell	50,738 -40,964	-45%	-$2.87M	0.02%	455
2024 Q3	$6.05M	Buy	91,702 +51,202	+126%	+$3.72M	0.04%	269
2024 Q2	$3.74M	Sell	40,500 -69,087	-63%	-$6.12M	0.04%	373
2024 Q1	$10.5M	Sell	109,587 -68,726	-39%	-$5.77M	0.1%	165
2023 Q4	$13.6M	Buy	178,313 +171,304	+2,444%	+$11.9M	0.09%	166
2023 Q3	$486K	Buy	7,009 +4,790	+216%	+$385K	﹤0.01%	1075
2023 Q2	$209K	Sell	2,219 -44,481	-95%	-$3.87M	﹤0.01%	1416
2023 Q1	$3.86M	Buy	+46,700	New	+$3.67M	0.03%	437

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

Jefferies Financial Group's EW Position: Q1 2026 in Review

Jefferies Financial Group increased its Edwards Lifesciences (EW) stake by 73% in Q1 2026, buying an estimated $1.55M and bringing the position to 44,351 shares worth $3.55M. The position accounts for 0.02% of the portfolio, ranked #425.

Jefferies Financial Group first reported a position in EW in Q1 2023 and has held it in 12 quarters since. The position peaked at $13.6M in Q4 2023. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Jefferies Financial Group held 44,351 shares of Edwards Lifesciences worth $3.55M as of Q1 2026.
Jefferies Financial Group bought 18,762 Edwards Lifesciences shares in Q1 2026, an estimated $1.55M.
Edwards Lifesciences made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #425 holding.
Jefferies Financial Group first reported a position in Edwards Lifesciences in Q1 2023 and has held it in 12 quarters since.
Jefferies Financial Group's Edwards Lifesciences position peaked at $13.6M in Q4 2023.
1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.