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LeClair Wealth Partners’s Edwards Lifesciences EW Stock Holding History

LeClair Wealth Partners’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
-3,156
Closed -$269K – 132
2025
Q4 		$269K Hold
3,156
– – 0.16% 88
2025
Q3 		$245K Sell
3,156
-6,085
-66% -$475K 0.15% 84
2025
Q2 		$723K Sell
9,241
-964
-9% -$71.9K 0.49% 40
2025
Q1 		$740K Buy
10,205
+2,539
+33% +$182K 0.53% 39
2024
Q4 		$568K Buy
+7,666
New +$537K 0.38% 52

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JP Morgan Chase
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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

LeClair Wealth Partners's EW Position: Q1 2026 in Review

LeClair Wealth Partners sold out of Edwards Lifesciences (EW) in Q1 2026, closing a stake of 3,156 shares — an estimated $269K sold.

LeClair Wealth Partners first reported a position in EW in Q4 2024 and held it in 5 quarters. The position peaked at $740K in Q1 2025. 1,284 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • LeClair Wealth Partners reported no remaining Edwards Lifesciences position as of Q1 2026 after selling out during the quarter.
  • LeClair Wealth Partners sold 3,156 Edwards Lifesciences shares in Q1 2026, an estimated $269K.
  • LeClair Wealth Partners first reported a position in Edwards Lifesciences in Q4 2024 and held it in 5 quarters.
  • LeClair Wealth Partners's Edwards Lifesciences position peaked at $740K in Q1 2025.
  • 1,284 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on LeClair Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.