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Keel Point’s Edwards Lifesciences EW Stock Holding History

Keel Point’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
-5,149
Closed -$439K – 504
2025
Q4 		$439K Sell
5,149
-142
-3% -$11.7K 0.03% 324
2025
Q3 		$411K Buy
5,291
+199
+4% +$15.5K 0.03% 343
2025
Q2 		$398K Sell
5,092
-230
-4% -$17.2K 0.03% 345
2025
Q1 		$386K Buy
5,322
+508
+11% +$36.4K 0.03% 300
2024
Q4 		$356K Buy
4,814
+976
+25% +$68.3K 0.03% 293
2024
Q3 		$253K Sell
3,838
-135
-3% -$9.81K 0.02% 370
2024
Q2 		$264K Buy
3,973
+924
+30% +$81.8K 0.02% 341
2024
Q1 		$291K Buy
3,049
+13
+0.4% +$1.09K 0.03% 287
2023
Q4 		$231K Buy
3,036
+91
+3% +$6.33K 0.03% 301
2023
Q3 		$204K Sell
2,945
-156
-5% -$12.5K 0.03% 296
2023
Q2 		$293K Buy
3,101
+140
+5% +$12.2K 0.04% 251
2023
Q1 		$245K Buy
2,961
+107
+4% +$8.41K 0.04% 256
2022
Q4 		$213K Sell
2,854
-122
-4% -$9.4K 0.03% 268
2022
Q3 		$246K Buy
2,976
+89
+3% +$8.56K 0.04% 208
2022
Q2 		$300K Sell
2,887
-565
-16% -$58.5K 0.05% 202
2022
Q1 		$406K Buy
3,452
+154
+5% +$17.3K 0.06% 175
2021
Q4 		$427K Buy
3,298
+234
+8% +$27.3K 0.05% 172
2021
Q3 		$347K Sell
3,064
-28
-0.9% -$3.2K 0.04% 182
2021
Q2 		$320K Buy
3,092
+118
+4% +$11.1K 0.04% 191
2021
Q1 		$249K Buy
2,974
+211
+8% +$17.8K 0.02% 231
2020
Q4 		$252K Buy
2,763
+5
+0.2% +$415 0.02% 212
2020
Q3 		$220K Buy
+2,758
New +$215K 0.02% 201

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

Keel Point's EW Position: Q1 2026 in Review

Keel Point sold out of Edwards Lifesciences (EW) in Q1 2026, closing a stake of 5,149 shares — an estimated $439K sold.

Keel Point first reported a position in EW in Q3 2020 and held it in 22 quarters. The position peaked at $439K in Q4 2025. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Keel Point reported no remaining Edwards Lifesciences position as of Q1 2026 after selling out during the quarter.
  • Keel Point sold 5,149 Edwards Lifesciences shares in Q1 2026, an estimated $439K.
  • Keel Point first reported a position in Edwards Lifesciences in Q3 2020 and held it in 22 quarters.
  • Keel Point's Edwards Lifesciences position peaked at $439K in Q4 2025.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.