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Mutual Advisors’s Edwards Lifesciences EW Stock Holding History

Mutual 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 		$245K Sell
3,058
-5
-0.2% -$412 0.01% 1202
2025
Q4 		$261K Sell
3,063
-108
-3% -$8.86K 0.01% 1139
2025
Q3 		$243K Sell
3,171
-110
-3% -$8.6K 0.01% 1145
2025
Q2 		$262K Sell
3,281
-217
-6% -$16.2K 0.01% 1022
2025
Q1 		$266K Sell
3,498
-218
-6% -$15.6K 0.01% 932
2024
Q4 		$260K Sell
3,716
-110
-3% -$7.7K 0.01% 937
2024
Q3 		$269K Buy
+3,826
New +$278K 0.01% 946
2024
Q2 		– Sell
-3,402
Closed -$325K – 1104
2024
Q1 		$325K Buy
3,402
+765
+29% +$64.3K 0.01% 837
2023
Q4 		$201K Buy
+2,637
New +$183K 0.01% 966
2023
Q3 		– Sell
-3,123
Closed -$295K – 999
2023
Q2 		$295K Buy
3,123
+553
+22% +$48.1K 0.01% 811
2023
Q1 		$213K Sell
2,570
-131
-5% -$10.3K 0.01% 907
2022
Q4 		$202K Buy
+2,701
New +$208K 0.01% 876
2022
Q3 		– Sell
-2,161
Closed -$205K – 891
2022
Q2 		$205K Sell
2,161
-270
-11% -$28K 0.01% 785
2022
Q1 		$286K Buy
2,431
+66
+3% +$7.4K 0.02% 732
2021
Q4 		$306K Buy
2,365
+45
+2% +$5.25K 0.02% 737
2021
Q3 		$263K Buy
2,320
+360
+18% +$41.1K 0.02% 748
2021
Q2 		$203K Buy
+1,960
New +$185K 0.01% 788

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

Mutual Advisors's EW Position: Q1 2026 in Review

Mutual Advisors reduced its Edwards Lifesciences (EW) stake by 0.16% in Q1 2026, selling an estimated $412 and leaving 3,058 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #1202.

Mutual Advisors first reported a position in EW in Q2 2021 and has held it in 17 quarters since. The position peaked at $325K in Q1 2024. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Mutual Advisors held 3,058 shares of Edwards Lifesciences worth $245K as of Q1 2026.
  • Mutual Advisors sold 5 Edwards Lifesciences shares in Q1 2026, an estimated $412.
  • Edwards Lifesciences made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1202 holding.
  • Mutual Advisors first reported a position in Edwards Lifesciences in Q2 2021 and has held it in 17 quarters since.
  • Mutual Advisors's Edwards Lifesciences position peaked at $325K in Q1 2024.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.