Mount Yale Investment Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $907K | Buy |
11,325
+3,416
| +43% | +$282K | 0.02% | 546 |
|
|
2025
Q4 | $674K | Buy |
7,909
+3,838
| +94% | +$315K | 0.03% | 387 |
|
|
2025
Q3 | $317K | Buy |
4,071
+266
| +7% | +$20.8K | 0.02% | 512 |
|
|
2025
Q2 | $298K | Sell |
3,805
-4,286
| -53% | -$320K | 0.02% | 459 |
|
|
2025
Q1 | $586K | Sell |
8,091
-472
| -6% | -$33.8K | 0.05% | 297 |
|
|
2024
Q4 | $634K | Buy |
8,563
+162
| +2% | +$11.3K | 0.05% | 303 |
|
|
2024
Q3 | $554K | Buy |
8,401
+2,441
| +41% | +$177K | 0.05% | 326 |
|
|
2024
Q2 | $551K | Sell |
5,960
-609
| -9% | -$53.9K | 0.04% | 324 |
|
|
2024
Q1 | $628K | Sell |
6,569
-1,651
| -20% | -$139K | 0.05% | 311 |
|
|
2023
Q4 | $627K | Buy |
8,220
+1,740
| +27% | +$121K | 0.06% | 279 |
|
|
2023
Q3 | $449K | Sell |
6,480
-101
| -2% | -$8.12K | 0.05% | 320 |
|
|
2023
Q2 | $621K | Sell |
6,581
-1,693
| -20% | -$147K | 0.07% | 278 |
|
|
2023
Q1 | $685K | Buy |
8,274
+1,573
| +23% | +$124K | 0.08% | 254 |
|
|
2022
Q4 | $500K | Sell |
6,701
-3,031
| -31% | -$234K | 0.06% | 280 |
|
|
2022
Q3 | $804K | Sell |
9,732
-103
| -1% | -$9.91K | 0.11% | 200 |
|
|
2022
Q2 | $935K | Buy |
9,835
+3,034
| +45% | +$314K | 0.12% | 178 |
|
|
2022
Q1 | $801K | Sell |
6,801
-447
| -6% | -$50.1K | 0.09% | 231 |
|
|
2021
Q4 | $939K | Sell |
7,248
-2,572
| -26% | -$300K | 0.1% | 213 |
|
|
2021
Q3 | $1.11M | Sell |
9,820
-976
| -9% | -$111K | 0.13% | 179 |
|
|
2021
Q2 | $1.12M | Sell |
10,796
-201
| -2% | -$18.9K | 0.14% | 162 |
|
|
2021
Q1 | $920K | Sell |
10,997
-4,019
| -27% | -$340K | 0.12% | 180 |
|
|
2020
Q4 | $1.37M | Buy |
15,016
+85
| +0.6% | +$7.05K | 0.19% | 119 |
|
|
2020
Q3 | $1.19M | Sell |
14,931
-1,097
| -7% | -$85.6K | 0.17% | 133 |
|
|
2020
Q2 | $1.11M | Sell |
16,028
-1,042
| -6% | -$74.1K | 0.2% | 117 |
|
|
2020
Q1 | $1.07M | Sell |
17,070
-1,554
| -8% | -$112K | 0.24% | 105 |
|
|
2019
Q4 | $1.36M | Buy |
18,624
+33
| +0.2% | +$2.58K | 0.24% | 103 |
|
|
2019
Q3 | $1.48M | Sell |
18,591
-1,389
| -7% | -$97.6K | 0.27% | 92 |
|
|
2019
Q2 | $1.42M | Sell |
19,980
-3,159
| -14% | -$191K | 0.26% | 89 |
|
|
2019
Q1 | $1.48M | Buy |
23,139
+393
| +2% | +$22.4K | 0.28% | 90 |
|
|
2018
Q4 | $1.31M | Sell |
22,746
-3,291
| -13% | -$167K | 0.27% | 91 |
|
|
2018
Q3 | $1.37M | Buy |
26,037
+369
| +1% | +$18K | 0.24% | 93 |
|
|
2018
Q2 | $1.25M | Sell |
25,668
-2,628
| -9% | -$123K | 0.24% | 99 |
|
|
2018
Q1 | $1.32M | Buy |
+28,296
| New | +$1.23M | 0.28% | 89 |
|
Other funds holding EW
VCM
VPM
Mount Yale Investment Advisors's EW Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its Edwards Lifesciences (EW) stake by 43% in Q1 2026, buying an estimated $282K and bringing the position to 11,325 shares worth $907K. The position accounts for 0.02% of the portfolio, ranked #546.
Mount Yale Investment Advisors first reported a position in EW in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.48M in Q3 2019. 1,287 funds tracked by Wall St. Rank hold EW as of Q1 2026.
- Mount Yale Investment Advisors held 11,325 shares of Edwards Lifesciences worth $907K as of Q1 2026.
- Mount Yale Investment Advisors bought 3,416 Edwards Lifesciences shares in Q1 2026, an estimated $282K.
- Edwards Lifesciences made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #546 holding.
- Mount Yale Investment Advisors first reported a position in Edwards Lifesciences in Q1 2018 and has held it in 33 quarters since.
- Mount Yale Investment Advisors's Edwards Lifesciences position peaked at $1.48M in Q3 2019.
- 1,287 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.