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Key Financial Inc’s Edwards Lifesciences EW Stock Holding History

Key Financial Inc’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 		$153K Hold
1,912
– – 0.03% 331
2025
Q4 		$163K Hold
1,912
– – 0.03% 324
2025
Q3 		$146K Hold
1,912
– – 0.03% 339
2025
Q2 		$150K Sell
1,912
-400
-17% -$29.8K 0.03% 320
2025
Q1 		$168K Hold
2,312
– – 0.04% 291
2024
Q4 		$171K Hold
2,312
– – 0.04% 271
2024
Q3 		$153K Hold
2,312
– – 0.03% 283
2024
Q2 		$214K Hold
2,312
– – 0.05% 236
2024
Q1 		$221K Sell
2,312
-589
-20% -$49.5K 0.06% 220
2023
Q4 		$221K Hold
2,901
– – 0.06% 210
2023
Q3 		$201K Hold
2,901
– – 0.07% 201
2023
Q2 		$274K Hold
2,901
– – 0.09% 176
2023
Q1 		$240K Hold
2,901
– – 0.09% 176
2022
Q4 		$240K Hold
2,901
– – 0.11% 145
2022
Q3 		$240K Hold
2,901
– – 0.11% 146
2022
Q2 		$283K Hold
2,901
– – 0.15% 116
2022
Q1 		$342K Hold
2,901
– – 0.17% 112
2021
Q4 		$376K Hold
2,901
– – 0.19% 105
2021
Q3 		$328K Buy
2,901
+18
+0.6% +$2.06K 0.19% 105
2021
Q2 		$324K Hold
2,883
– – 0.18% 107
2021
Q1 		$241K Hold
2,883
– – 0.16% 125
2020
Q4 		$263K Hold
2,883
– – 0.2% 95
2020
Q3 		$230K Buy
+2,883
New +$225K 0.24% 99
2020
Q2 		– Sell
-2,883
Closed -$188K – 260
2020
Q1 		$188K Hold
2,883
– – 0.19% 94
2019
Q4 		$224K Buy
+2,883
New +$225K 0.21% 100

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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

Key Financial Inc's EW Position: Q1 2026 in Review

Key Financial Inc held its Edwards Lifesciences (EW) position steady in Q1 2026 at 1,912 shares worth $153K. The position accounts for 0.03% of the portfolio, ranked #331.

Key Financial Inc first reported a position in EW in Q4 2019 and has held it in 25 quarters since. The position peaked at $376K in Q4 2021. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Key Financial Inc held 1,912 shares of Edwards Lifesciences worth $153K as of Q1 2026.
  • Key Financial Inc left its Edwards Lifesciences share count unchanged in Q1 2026.
  • Edwards Lifesciences made up 0.03% of Key Financial Inc's portfolio in Q1 2026, its #331 holding.
  • Key Financial Inc first reported a position in Edwards Lifesciences in Q4 2019 and has held it in 25 quarters since.
  • Key Financial Inc's Edwards Lifesciences position peaked at $376K in Q4 2021.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.