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North Star Investment Management’s Edwards Lifesciences EW Stock Holding History

North Star Investment Management’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 		$551K Sell
6,883
-12
-0.2% -$989 0.03% 361
2025
Q4 		$588K Buy
6,895
+43
+0.6% +$3.53K 0.04% 313
2025
Q3 		$533K Hold
6,852
– – 0.03% 317
2025
Q2 		$536K Sell
6,852
-30
-0.4% -$2.24K 0.04% 304
2025
Q1 		$499K Hold
6,882
– – 0.04% 316
2024
Q4 		$509K Hold
6,882
– – 0.04% 322
2024
Q3 		$454K Hold
6,882
– – 0.03% 330
2024
Q2 		$636K Hold
6,882
– – 0.05% 292
2024
Q1 		$658K Hold
6,882
– – 0.05% 293
2023
Q4 		$525K Hold
6,882
– – 0.04% 318
2023
Q3 		$477K Hold
6,882
– – 0.04% 331
2023
Q2 		$649K Hold
6,882
– – 0.05% 304
2023
Q1 		$569K Buy
6,882
+6,000
+680% +$472K 0.05% 328
2022
Q4 		$65.8K Buy
882
+30
+4% +$2.31K 0.01% 557
2022
Q3 		$70K Hold
852
– – 0.01% 486
2022
Q2 		$81K Hold
852
– – 0.01% 477
2022
Q1 		$100K Hold
852
– – 0.01% 467
2021
Q4 		$110K Hold
852
– – 0.01% 469
2021
Q3 		$96K Hold
852
– – 0.01% 479
2021
Q2 		$88K Hold
852
– – 0.01% 497
2021
Q1 		$71K Buy
852
+612
+255% +$51.7K 0.01% 495
2020
Q4 		$22K Hold
240
– – ﹤0.01% 666
2020
Q3 		$19K Hold
240
– – ﹤0.01% 665
2020
Q2 		$17K Hold
240
– – ﹤0.01% 654
2020
Q1 		$15K Hold
240
– – ﹤0.01% 670
2019
Q4 		$19K Hold
240
– – ﹤0.01% 715
2019
Q3 		$18K Buy
+240
New +$16.9K ﹤0.01% 722
2019
Q2 		– Sell
-240
Closed -$15K – 563
2019
Q1 		$15K Hold
240
– – ﹤0.01% 760
2018
Q4 		$12K Hold
240
– – ﹤0.01% 769
2018
Q3 		$14K Buy
+240
New +$11.7K ﹤0.01% 782

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

North Star Investment Management's EW Position: Q1 2026 in Review

North Star Investment Management reduced its Edwards Lifesciences (EW) stake by 0.17% in Q1 2026, selling an estimated $989 and leaving 6,883 shares worth $551K. The position accounts for 0.03% of the portfolio, ranked #361.

North Star Investment Management first reported a position in EW in Q3 2018 and has held it in 30 quarters since. The position peaked at $658K in Q1 2024. 1,284 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • North Star Investment Management held 6,883 shares of Edwards Lifesciences worth $551K as of Q1 2026.
  • North Star Investment Management sold 12 Edwards Lifesciences shares in Q1 2026, an estimated $989.
  • Edwards Lifesciences made up 0.03% of North Star Investment Management's portfolio in Q1 2026, its #361 holding.
  • North Star Investment Management first reported a position in Edwards Lifesciences in Q3 2018 and has held it in 30 quarters since.
  • North Star Investment Management's Edwards Lifesciences position peaked at $658K in Q1 2024.
  • 1,284 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.