NewEdge Wealth’s Edwards Lifesciences EW Stock Holding History

NewEdge Wealth’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	$325K	Sell	4,057 -2,646	-39%	-$218K	﹤0.01%	943
2025 Q4	$571K	Buy	+6,703	New	+$550K	0.01%	790
2024 Q4	–	Sell	-4,589	Closed	-$303K	–	928
2024 Q3	$303K	Sell	4,589 -2,114	-32%	-$154K	0.01%	726
2024 Q2	$619K	Sell	6,703 -505	-7%	-$44.7K	0.01%	501
2024 Q1	$613K	Buy	7,208 +110	+2%	+$9.24K	0.01%	518
2023 Q4	$541K	Buy	7,098 +1,039	+17%	+$72.3K	0.01%	495
2023 Q3	$420K	Sell	6,059 -1,190	-16%	-$95.6K	0.01%	479
2023 Q2	$684K	Buy	+7,249	New	+$630K	0.02%	413
2023 Q1	–	Sell	-6,941	Closed	-$518K	–	622
2022 Q4	$518K	Sell	6,941 -39	-0.6%	-$3.01K	0.02%	362
2022 Q3	$577K	Buy	+6,980	New	+$672K	0.03%	332
2022 Q2	–	Sell	-7,607	Closed	-$895K	–	558
2022 Q1	$895K	Buy	7,607 +34	+0.4%	+$3.81K	0.04%	229
2021 Q4	$981K	Buy	7,573 +709	+10%	+$82.7K	0.04%	236
2021 Q3	$777K	Buy	6,864 +1,239	+22%	+$141K	0.05%	196
2021 Q2	$583K	Hold	5,625	–	–	0.04%	207
2021 Q1	$470K	Buy	+5,625	New	+$476K	0.05%	225

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

NewEdge Wealth's EW Position: Q1 2026 in Review

NewEdge Wealth reduced its Edwards Lifesciences (EW) stake by 39% in Q1 2026, selling an estimated $218K and leaving 4,057 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #943.

NewEdge Wealth first reported a position in EW in Q1 2021 and has held it in 15 quarters since. The position peaked at $981K in Q4 2021. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

NewEdge Wealth held 4,057 shares of Edwards Lifesciences worth $325K as of Q1 2026.
NewEdge Wealth sold 2,646 Edwards Lifesciences shares in Q1 2026, an estimated $218K.
Edwards Lifesciences made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #943 holding.
NewEdge Wealth first reported a position in Edwards Lifesciences in Q1 2021 and has held it in 15 quarters since.
NewEdge Wealth's Edwards Lifesciences position peaked at $981K in Q4 2021.
1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.