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KCM Investment Advisors’s Edwards Lifesciences EW Stock Holding History

KCM Investment 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
2023
Q3 		– Sell
-4,496
Closed -$424K – 374
2023
Q2 		$424K Buy
+4,496
New +$391K 0.02% 275

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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
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KCM Investment Advisors's EW Position: Q1 2026 in Review

KCM Investment Advisors sold out of Edwards Lifesciences (EW) in Q1 2026, closing a stake of 2,518 shares — an estimated $215K sold.

KCM Investment Advisors first reported a position in EW in Q4 2016 and held it in 28 quarters. The position peaked at $680K in Q4 2021. 1,285 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • KCM Investment Advisors reported no remaining Edwards Lifesciences position as of Q1 2026 after selling out during the quarter.
  • KCM Investment Advisors sold 2,518 Edwards Lifesciences shares in Q1 2026, an estimated $215K.
  • KCM Investment Advisors first reported a position in Edwards Lifesciences in Q4 2016 and held it in 28 quarters.
  • KCM Investment Advisors's Edwards Lifesciences position peaked at $680K in Q4 2021.
  • 1,285 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.