JSW
EW icon

Journey Strategic Wealth’s Edwards Lifesciences EW Stock Holding History

Journey Strategic Wealth’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 		$507K Sell
6,329
-17
-0.3% -$1.4K 0.01% 342
2025
Q4 		$541K Buy
6,346
+1,943
+44% +$159K 0.01% 292
2025
Q3 		$342K Buy
4,403
+404
+10% +$31.6K 0.01% 424
2025
Q2 		$313K Buy
+3,999
New +$298K 0.01% 413

Other funds holding EW

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Journey Strategic Wealth's EW Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Edwards Lifesciences (EW) stake by 0.27% in Q1 2026, selling an estimated $1.4K and leaving 6,329 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #342.

Journey Strategic Wealth first reported a position in EW in Q2 2025 and has held it in 4 quarters since. The position peaked at $541K in Q4 2025. 1,284 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Journey Strategic Wealth held 6,329 shares of Edwards Lifesciences worth $507K as of Q1 2026.
  • Journey Strategic Wealth sold 17 Edwards Lifesciences shares in Q1 2026, an estimated $1.4K.
  • Edwards Lifesciences made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #342 holding.
  • Journey Strategic Wealth first reported a position in Edwards Lifesciences in Q2 2025 and has held it in 4 quarters since.
  • Journey Strategic Wealth's Edwards Lifesciences position peaked at $541K in Q4 2025.
  • 1,284 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.