LWANC
EW icon

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

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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. 1,292 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.
  • 1,292 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.