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Montis Financial’s Edwards Lifesciences EW Stock Holding History

Montis Financial’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 		$349K Buy
4,353
+21
+0.5% +$1.73K 0.07% 115
2025
Q4 		$369K Buy
4,332
+79
+2% +$6.48K 0.07% 117
2025
Q3 		$331K Sell
4,253
-613
-13% -$47.9K 0.08% 125
2025
Q2 		$381K Hold
4,866
– – 0.11% 99
2025
Q1 		$353K Hold
4,866
– – 0.1% 107
2024
Q4 		$360K Sell
4,866
-102
-2% -$7.14K 0.11% 105
2024
Q3 		$328K Buy
+4,968
New +$361K 0.12% 89

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

Montis Financial's EW Position: Q1 2026 in Review

Montis Financial increased its Edwards Lifesciences (EW) stake by 0.48% in Q1 2026, buying an estimated $1.73K and bringing the position to 4,353 shares worth $349K. The position accounts for 0.07% of the portfolio, ranked #115.

Montis Financial first reported a position in EW in Q3 2024 and has held it in 7 quarters since. The position peaked at $381K in Q2 2025. 1,285 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Montis Financial held 4,353 shares of Edwards Lifesciences worth $349K as of Q1 2026.
  • Montis Financial bought 21 Edwards Lifesciences shares in Q1 2026, an estimated $1.73K.
  • Edwards Lifesciences made up 0.07% of Montis Financial's portfolio in Q1 2026, its #115 holding.
  • Montis Financial first reported a position in Edwards Lifesciences in Q3 2024 and has held it in 7 quarters since.
  • Montis Financial's Edwards Lifesciences position peaked at $381K in Q2 2025.
  • 1,285 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.