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Moneta Group Investment Advisors’s Edwards Lifesciences EW Stock Holding History

Moneta Group Investment 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 		$895K Sell
11,173
-217
-2% -$17.9K 0.01% 377
2025
Q4 		$971K Sell
11,390
-4,804
-30% -$394K 0.01% 366
2025
Q3 		$1.26M Buy
16,194
+3,770
+30% +$295K 0.01% 310
2025
Q2 		$972K Sell
12,424
-2,106
-14% -$157K 0.01% 314
2025
Q1 		$1.05M Buy
14,530
+316
+2% +$22.6K 0.01% 285
2024
Q4 		$1.05M Sell
14,214
-330
-2% -$23.1K 0.01% 277
2024
Q3 		$960K Sell
14,544
-622
-4% -$45.2K 0.01% 285
2024
Q2 		$1.4M Sell
15,166
-19
-0.1% -$1.68K 0.02% 228
2024
Q1 		$1.45M Buy
15,185
+281
+2% +$23.6K 0.02% 225
2023
Q4 		$1.14M Sell
14,904
-22
-0.1% -$1.53K 0.02% 224
2023
Q3 		$1.03M Buy
14,926
+601
+4% +$48.3K 0.02% 218
2023
Q2 		$1.35M Sell
14,325
-797
-5% -$69.3K 0.03% 201
2023
Q1 		$1.25M Buy
15,122
+318
+2% +$25K 0.03% 198
2022
Q4 		$1.1M Buy
14,804
+148
+1% +$11.4K 0.03% 195
2022
Q3 		$1.21M Sell
14,656
-1,034
-7% -$99.5K 0.05% 177
2022
Q2 		$1.49M Buy
15,690
+1,793
+13% +$186K 0.05% 168
2022
Q1 		$1.64M Sell
13,897
-98
-0.7% -$11K 0.06% 154
2021
Q4 		$1.81M Buy
13,995
+940
+7% +$110K 0.07% 142
2021
Q3 		$1.48M Sell
13,055
-1,795
-12% -$205K 0.07% 151
2021
Q2 		$1.54M Sell
14,850
-23
-0.2% -$2.17K 0.07% 154
2021
Q1 		$1.24M Buy
+14,873
New +$1.26M 0.07% 156
2018
Q1 		– Sell
-9
Closed – – 645
2017
Q4 		$0 Buy
+9
New +$330 ﹤0.01% 490
2015
Q4 		– Sell
-1,062
Closed -$25K – 228
2015
Q3 		$25K Buy
+1,062
New +$25.6K 0.01% 296

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

Moneta Group Investment Advisors's EW Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Edwards Lifesciences (EW) stake by 1.9% in Q1 2026, selling an estimated $17.9K and leaving 11,173 shares worth $895K. The position accounts for 0.01% of the portfolio, ranked #377.

Moneta Group Investment Advisors first reported a position in EW in Q3 2015 and has held it in 23 quarters since. The position peaked at $1.81M in Q4 2021. 1,285 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Moneta Group Investment Advisors held 11,173 shares of Edwards Lifesciences worth $895K as of Q1 2026.
  • Moneta Group Investment Advisors sold 217 Edwards Lifesciences shares in Q1 2026, an estimated $17.9K.
  • Edwards Lifesciences made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #377 holding.
  • Moneta Group Investment Advisors first reported a position in Edwards Lifesciences in Q3 2015 and has held it in 23 quarters since.
  • Moneta Group Investment Advisors's Edwards Lifesciences position peaked at $1.81M in Q4 2021.
  • 1,285 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.