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NorthRock Partners’s Edwards Lifesciences EW Stock Holding History

NorthRock Partners’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 		$1.28M Sell
16,038
-567
-3% -$46.7K 0.02% 258
2025
Q4 		$1.42M Sell
16,605
-8,922
-35% -$732K 0.02% 232
2025
Q3 		$1.99M Buy
25,527
+2,822
+12% +$220K 0.04% 213
2025
Q2 		$1.78M Buy
22,705
+2,650
+13% +$198K 0.05% 144
2025
Q1 		$1.45M Sell
20,055
-42
-0.2% -$3.01K 0.05% 154
2024
Q4 		$1.49M Buy
20,097
+2,040
+11% +$143K 0.05% 150
2024
Q3 		$1.19M Sell
18,057
-1,991
-10% -$145K 0.04% 195
2024
Q2 		$1.85M Buy
20,048
+757
+4% +$67K 0.07% 119
2024
Q1 		$1.84M Buy
19,291
+640
+3% +$53.8K 0.07% 129
2023
Q4 		$1.42M Buy
18,651
+5,149
+38% +$358K 0.06% 149
2023
Q3 		$935K Sell
13,502
-1,154
-8% -$92.7K 0.1% 102
2023
Q2 		$1.38M Sell
14,656
-527
-3% -$45.8K 0.15% 64
2023
Q1 		$1.26M Buy
15,183
+958
+7% +$75.3K 0.13% 73
2022
Q4 		$1.06M Sell
14,225
-1,220
-8% -$94K 0.12% 87
2022
Q3 		$1.28M Sell
15,445
-595
-4% -$57.3K 0.15% 69
2022
Q2 		$1.52M Buy
16,040
+1,753
+12% +$181K 0.16% 70
2022
Q1 		$1.68M Sell
14,287
-2,757
-16% -$309K 0.15% 66
2021
Q4 		$2.21M Buy
17,044
+383
+2% +$44.7K 0.17% 54
2021
Q3 		$1.89M Buy
16,661
+824
+5% +$94.1K 0.15% 59
2021
Q2 		$1.64M Sell
15,837
-1,346
-8% -$127K 0.14% 59
2021
Q1 		$1.44M Sell
17,183
-168
-1% -$14.2K 0.13% 63
2020
Q4 		$1.58M Sell
17,351
-1,442
-8% -$120K 0.16% 58
2020
Q3 		$1.5M Buy
18,793
+243
+1% +$19K 0.17% 57
2020
Q2 		$1.28M Sell
18,550
-134
-0.7% -$9.52K 0.15% 65
2020
Q1 		$1.18M Sell
18,684
-321
-2% -$23.1K 0.16% 68
2019
Q4 		$1.48M Buy
19,005
+2,328
+14% +$182K 0.16% 80
2019
Q3 		$1.22M Buy
+16,677
New +$1.17M 0.17% 81

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

NorthRock Partners's EW Position: Q1 2026 in Review

NorthRock Partners reduced its Edwards Lifesciences (EW) stake by 3.4% in Q1 2026, selling an estimated $46.7K and leaving 16,038 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #258.

NorthRock Partners first reported a position in EW in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.21M in Q4 2021. 1,285 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • NorthRock Partners held 16,038 shares of Edwards Lifesciences worth $1.28M as of Q1 2026.
  • NorthRock Partners sold 567 Edwards Lifesciences shares in Q1 2026, an estimated $46.7K.
  • Edwards Lifesciences made up 0.02% of NorthRock Partners's portfolio in Q1 2026, its #258 holding.
  • NorthRock Partners first reported a position in Edwards Lifesciences in Q3 2019 and has held it in 27 quarters since.
  • NorthRock Partners's Edwards Lifesciences position peaked at $2.21M in Q4 2021.
  • 1,285 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.