MOTCO’s Edwards Lifesciences EW Stock Holding History

MOTCO’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	$561	Hold	7	–	–	﹤0.01%	581
2025 Q4	$597	Hold	7	–	–	﹤0.01%	608
2025 Q3	$544	Hold	7	–	–	﹤0.01%	624
2025 Q2	$555	Hold	7	–	–	﹤0.01%	588
2025 Q1	$507	Hold	7	–	–	﹤0.01%	582
2024 Q4	$518	Hold	7	–	–	﹤0.01%	479
2024 Q3	$462	Hold	7	–	–	﹤0.01%	583
2024 Q2	$647	Sell	7 -87	-93%	-$7.7K	﹤0.01%	700
2024 Q1	$8.98K	Hold	94	–	–	﹤0.01%	522
2023 Q4	$7.17K	Hold	94	–	–	﹤0.01%	498
2023 Q3	$6.51K	Sell	94 -11	-10%	-$884	﹤0.01%	536
2023 Q2	$9.9K	Buy	105 +11	+12%	+$956	﹤0.01%	507
2023 Q1	$7.78K	Hold	94	–	–	﹤0.01%	481
2022 Q4	$7.01K	Hold	94	–	–	﹤0.01%	495
2022 Q3	$8K	Buy	94 +7	+8%	+$674	﹤0.01%	522
2022 Q2	$8K	Hold	87	–	–	﹤0.01%	489
2022 Q1	$10K	Hold	87	–	–	﹤0.01%	487
2021 Q4	$11K	Hold	87	–	–	﹤0.01%	473
2021 Q3	$10K	Hold	87	–	–	﹤0.01%	501
2021 Q2	$9K	Hold	87	–	–	﹤0.01%	502
2021 Q1	$7K	Sell	87 -72	-45%	-$6.09K	﹤0.01%	496
2020 Q4	$15K	Hold	159	–	–	﹤0.01%	483
2020 Q3	$13K	Hold	159	–	–	﹤0.01%	440
2020 Q2	$11K	Hold	159	–	–	﹤0.01%	426
2020 Q1	$10K	Buy	159 +72	+83%	+$5.19K	﹤0.01%	441
2019 Q4	$7K	Hold	87	–	–	﹤0.01%	455
2019 Q3	$6K	Sell	87 -570	-87%	-$40K	﹤0.01%	452
2019 Q2	$40K	Sell	657 -627	-49%	-$37.9K	﹤0.01%	394
2019 Q1	$82K	Buy	1,284 +1,197	+1,376%	+$68.3K	0.01%	277
2018 Q4	$4K	Sell	87 -912	-91%	-$46.1K	﹤0.01%	496
2018 Q3	$58K	Buy	999 +498	+99%	+$24.4K	0.01%	319
2018 Q2	$24K	Hold	501	–	–	﹤0.01%	377
2018 Q1	$23K	Sell	501 -690	-58%	-$30K	﹤0.01%	388
2017 Q4	$45K	Hold	1,191	–	–	﹤0.01%	315
2017 Q3	$43K	Hold	1,191	–	–	﹤0.01%	318
2017 Q2	$47K	Buy	1,191 +501	+73%	+$18.3K	﹤0.01%	328
2017 Q1	$22K	Hold	690	–	–	﹤0.01%	403
2016 Q4	$22K	Hold	690	–	–	﹤0.01%	406
2016 Q3	$28K	Hold	690	–	–	﹤0.01%	362
2016 Q2	$23K	Hold	690	–	–	﹤0.01%	332
2016 Q1	$20K	Hold	690	–	–	﹤0.01%	345
2015 Q4	$18K	Hold	690	–	–	﹤0.01%	356
2015 Q3	$16K	Hold	690	–	–	﹤0.01%	399
2015 Q2	$16K	Hold	690	–	–	﹤0.01%	388
2015 Q1	$16K	Hold	690	–	–	﹤0.01%	377
2014 Q4	$15K	Hold	690	–	–	﹤0.01%	400
2014 Q3	$12K	Sell	690 -690	-50%	-$10.9K	﹤0.01%	437
2014 Q2	$20K	Hold	1,380	–	–	﹤0.01%	358
2014 Q1	$17K	Hold	1,380	–	–	﹤0.01%	367
2013 Q4	$15K	Hold	1,380	–	–	﹤0.01%	397
2013 Q3	$16K	Hold	1,380	–	–	﹤0.01%	392
2013 Q2	$15K	Buy	+1,380	New	+$16.3K	﹤0.01%	411

Other funds holding EW

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

MOTCO's EW Position: Q1 2026 in Review

MOTCO held its Edwards Lifesciences (EW) position steady in Q1 2026 at 7 shares worth $561. The position accounts for ﹤0.01% of the portfolio, ranked #581.

MOTCO first reported a position in EW in Q2 2013 and has held it in 52 quarters since. The position peaked at $82K in Q1 2019. 1,285 funds tracked by Wall St. Rank hold EW as of Q1 2026.

MOTCO held 7 shares of Edwards Lifesciences worth $561 as of Q1 2026.
MOTCO left its Edwards Lifesciences share count unchanged in Q1 2026.
Edwards Lifesciences made up ﹤0.01% of MOTCO's portfolio in Q1 2026, its #581 holding.
MOTCO first reported a position in Edwards Lifesciences in Q2 2013 and has held it in 52 quarters since.
MOTCO's Edwards Lifesciences position peaked at $82K in Q1 2019.
1,285 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.