Laurel Wealth Advisors (North Carolina)’s Edwards Lifesciences EW Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-69	Closed	-$5.88K	–	337
2025 Q4	$5.88K	Buy	+69	New	+$5.66K	﹤0.01%	526
2025 Q2	–	Sell	-69	Closed	-$5K	–	341
2025 Q1	$5K	Hold	69	–	–	﹤0.01%	534
2024 Q4	$5.11K	Hold	69	–	–	﹤0.01%	553
2024 Q3	$4.55K	Hold	69	–	–	﹤0.01%	526
2024 Q2	$6.37K	Hold	69	–	–	﹤0.01%	460
2024 Q1	$6.59K	Hold	69	–	–	﹤0.01%	467
2023 Q4	$5.26K	Hold	69	–	–	﹤0.01%	447
2023 Q3	$4.78K	Hold	69	–	–	﹤0.01%	453
2023 Q2	$6.51K	Hold	69	–	–	﹤0.01%	436
2023 Q1	$5.71K	Hold	69	–	–	﹤0.01%	447
2022 Q4	$5.15K	Hold	69	–	–	﹤0.01%	429
2022 Q3	$6K	Hold	69	–	–	﹤0.01%	410
2022 Q2	$7K	Hold	69	–	–	﹤0.01%	406
2022 Q1	$8K	Hold	69	–	–	﹤0.01%	419
2021 Q4	$9K	Sell	69 -486	-88%	-$56.7K	﹤0.01%	419
2021 Q3	$63K	Hold	555	–	–	0.01%	253
2021 Q2	$57K	Sell	555 -69	-11%	-$6.5K	0.01%	266
2021 Q1	$52K	Hold	624	–	–	0.01%	266
2020 Q4	$57K	Hold	624	–	–	0.01%	248
2020 Q3	$50K	Hold	624	–	–	0.01%	237
2020 Q2	$43K	Sell	624 -69	-10%	-$4.9K	0.01%	245
2020 Q1	$44K	Buy	693 +69	+11%	+$4.98K	0.02%	232
2019 Q4	$49K	Hold	624	–	–	0.02%	242
2019 Q3	$46K	Buy	624 +66	+12%	+$4.64K	0.02%	243
2019 Q2	$34K	Sell	558 -66	-11%	-$3.99K	0.01%	272
2019 Q1	$40K	Hold	624	–	–	0.01%	247
2018 Q4	$32K	Buy	+624	New	+$31.6K	0.01%	253

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VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s EW Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Edwards Lifesciences (EW) in Q1 2026, closing a stake of 69 shares — an estimated $5.88K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in EW in Q4 2018 and held it in 27 quarters. The position peaked at $63K in Q3 2021. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Edwards Lifesciences position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 69 Edwards Lifesciences shares in Q1 2026, an estimated $5.88K.
Laurel Wealth Advisors (North Carolina) first reported a position in Edwards Lifesciences in Q4 2018 and held it in 27 quarters.
Laurel Wealth Advisors (North Carolina)'s Edwards Lifesciences position peaked at $63K in Q3 2021.
1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.