JWM
EW icon

Jessup Wealth Management’s Edwards Lifesciences EW Stock Holding History

Jessup 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 		– Sell
-123
Closed -$10.5K – 175
2025
Q4 		$10.5K Buy
+123
New +$10.1K ﹤0.01% 243

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Wellington Management Group
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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

Jessup Wealth Management's EW Position: Q1 2026 in Review

Jessup Wealth Management sold out of Edwards Lifesciences (EW) in Q1 2026, closing a stake of 123 shares — an estimated $10.5K sold.

Jessup Wealth Management first reported a position in EW in Q4 2025 and held it in 1 quarter. The position peaked at $10.5K in Q4 2025. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Jessup Wealth Management reported no remaining Edwards Lifesciences position as of Q1 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 123 Edwards Lifesciences shares in Q1 2026, an estimated $10.5K.
  • Jessup Wealth Management first reported a position in Edwards Lifesciences in Q4 2025 and held it in 1 quarter.
  • Jessup Wealth Management's Edwards Lifesciences position peaked at $10.5K in Q4 2025.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.