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Magnolia Capital Advisors’s Edwards Lifesciences EW Stock Holding History

Magnolia Capital Advisors’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 		$788K Sell
9,845
-986
-9% -$81.3K 0.16% 156
2025
Q4 		$923K Sell
10,831
-608
-5% -$49.9K 0.19% 127
2025
Q3 		$890K Buy
11,439
+224
+2% +$17.5K 0.23% 115
2025
Q2 		$877K Sell
11,215
-606
-5% -$45.2K 0.22% 115
2025
Q1 		$857K Buy
11,821
+1,400
+13% +$100K 0.23% 109
2024
Q4 		$771K Buy
10,421
+3,776
+57% +$264K 0.2% 117
2024
Q3 		$439K Buy
6,645
+60
+0.9% +$4.36K 0.22% 100
2024
Q2 		$608K Buy
+6,585
New +$583K 0.34% 78
2024
Q1 		– Sell
-6,911
Closed -$511K – 107
2023
Q4 		$511K Buy
+6,911
New +$481K 0.37% 68
2023
Q2 		– Sell
-5,459
Closed -$452K – 132
2023
Q1 		$452K Buy
5,459
+413
+8% +$32.5K 0.23% 98
2022
Q4 		$376K Sell
5,046
-104
-2% -$8.02K 0.25% 98
2022
Q3 		$426K Buy
5,150
+150
+3% +$14.4K 0.36% 78
2022
Q2 		$475K Buy
5,000
+715
+17% +$74K 0.43% 74
2022
Q1 		$504K Buy
4,285
+51
+1% +$5.72K 0.2% 110
2021
Q4 		$549K Buy
4,234
+213
+5% +$24.8K 0.16% 110
2021
Q3 		$455K Buy
+4,021
New +$459K 0.16% 119
2021
Q2 		– Sell
-3,765
Closed -$315K – 148
2021
Q1 		$315K Buy
+3,765
New +$318K 0.62% 58

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

Magnolia Capital Advisors's EW Position: Q1 2026 in Review

Magnolia Capital Advisors reduced its Edwards Lifesciences (EW) stake by 9.1% in Q1 2026, selling an estimated $81.3K and leaving 9,845 shares worth $788K. The position accounts for 0.16% of the portfolio, ranked #156.

Magnolia Capital Advisors first reported a position in EW in Q1 2021 and has held it in 17 quarters since. The position peaked at $923K in Q4 2025. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Magnolia Capital Advisors held 9,845 shares of Edwards Lifesciences worth $788K as of Q1 2026.
  • Magnolia Capital Advisors sold 986 Edwards Lifesciences shares in Q1 2026, an estimated $81.3K.
  • Edwards Lifesciences made up 0.16% of Magnolia Capital Advisors's portfolio in Q1 2026, its #156 holding.
  • Magnolia Capital Advisors first reported a position in Edwards Lifesciences in Q1 2021 and has held it in 17 quarters since.
  • Magnolia Capital Advisors's Edwards Lifesciences position peaked at $923K in Q4 2025.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Magnolia Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.