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Meridian Wealth Management’s Edwards Lifesciences EW Stock Holding History

Meridian Wealth Management’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 		$372K Sell
4,648
-364
-7% -$30K 0.01% 598
2025
Q4 		$440K Buy
5,012
+395
+9% +$32.4K 0.02% 529
2025
Q3 		$359K Buy
4,617
+1
+0% +$78 0.01% 551
2025
Q2 		$361K Buy
4,616
+15
+0.3% +$1.12K 0.02% 523
2025
Q1 		$333K Sell
4,601
-6
-0.1% -$429 0.02% 500
2024
Q4 		$341K Buy
4,607
+15
+0.3% +$1.05K 0.02% 495
2024
Q3 		$303K Buy
+4,592
New +$334K 0.01% 516
2024
Q1 		– Sell
-4,639
Closed -$354K – 299
2023
Q4 		$354K Buy
4,639
+79
+2% +$5.5K 0.02% 458
2023
Q3 		$316K Sell
4,560
-6,626
-59% -$532K 0.02% 444
2023
Q2 		$1.06M Hold
11,186
– – 0.09% 186
2023
Q1 		$925K Sell
11,186
-250
-2% -$19.7K 0.08% 218
2022
Q4 		$853K Hold
11,436
– – 0.08% 219
2022
Q3 		$945K Sell
11,436
-83
-0.7% -$7.99K 0.1% 194
2022
Q2 		$1.09M Buy
11,519
+19
+0.2% +$1.97K 0.09% 237
2022
Q1 		$1.35M Sell
11,500
-1
-0% -$112 0.15% 127
2021
Q4 		$1.49M Buy
11,501
+1
+0% +$117 0.16% 123
2021
Q3 		$1.3M Sell
11,500
-2
-0% -$228 0.16% 125
2021
Q2 		$1.19M Buy
11,502
+4
+0% +$377 0.15% 132
2021
Q1 		$962K Hold
11,498
– – 0.14% 143
2020
Q4 		$1.05M Buy
+11,498
New +$954K 0.17% 113
2020
Q1 		– Sell
-8,409
Closed -$653K – 215
2019
Q4 		$653K Sell
8,409
-705
-8% -$55K 0.31% 65
2019
Q3 		$668K Buy
9,114
+102
+1% +$7.17K 0.31% 61
2019
Q2 		$5.55K Sell
9,012
-177
-2% -$10.7K 0.22% 74
2019
Q1 		$586K Buy
+9,189
New +$524K 0.27% 72
2018
Q4 		– Sell
-3,750
Closed -$218K – 167
2018
Q3 		$218K Buy
+3,750
New +$183K 0.09% 154

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

Meridian Wealth Management's EW Position: Q1 2026 in Review

Meridian Wealth Management reduced its Edwards Lifesciences (EW) stake by 7.3% in Q1 2026, selling an estimated $30K and leaving 4,648 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #598.

Meridian Wealth Management first reported a position in EW in Q3 2018 and has held it in 25 quarters since. The position peaked at $1.49M in Q4 2021. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Meridian Wealth Management held 4,648 shares of Edwards Lifesciences worth $372K as of Q1 2026.
  • Meridian Wealth Management sold 364 Edwards Lifesciences shares in Q1 2026, an estimated $30K.
  • Edwards Lifesciences made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #598 holding.
  • Meridian Wealth Management first reported a position in Edwards Lifesciences in Q3 2018 and has held it in 25 quarters since.
  • Meridian Wealth Management's Edwards Lifesciences position peaked at $1.49M in Q4 2021.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.