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Oak Thistle LLC’s Edwards Lifesciences EW Stock Holding History

Oak Thistle LLC’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 		$3.01M Buy
+37,529
New +$3.09M 0.29% 118
2024
Q4 		– Sell
-30,245
Closed -$2M – 447
2024
Q3 		$2M Buy
+30,245
New +$2.2M 0.65% 18
2023
Q4 		– Sell
-10,100
Closed -$700K – 507
2023
Q3 		$700K Buy
+10,100
New +$812K 0.21% 212
2023
Q2 		– Sell
-8,121
Closed -$672K – 414
2023
Q1 		$672K Buy
+8,121
New +$638K 0.4% 71
2022
Q2 		– Sell
-7,749
Closed -$912K – 257
2022
Q1 		$912K Buy
+7,749
New +$869K 0.48% 40

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

Oak Thistle LLC's EW Position: Q1 2026 in Review

Oak Thistle LLC opened a new position in Edwards Lifesciences (EW) in Q1 2026: 37,529 shares worth $3.01M. The stake represents 0.29% of the portfolio and ranks #118 among its holdings. This is a return to the name: Oak Thistle LLC previously reported a position in EW as recently as Q3 2024.

Oak Thistle LLC first reported a position in EW in Q1 2022 and has held it in 5 quarters since. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Oak Thistle LLC held 37,529 shares of Edwards Lifesciences worth $3.01M as of Q1 2026.
  • Edwards Lifesciences was a new Oak Thistle LLC position in Q1 2026.
  • Edwards Lifesciences made up 0.29% of Oak Thistle LLC's portfolio in Q1 2026, its #118 holding.
  • Oak Thistle LLC first reported a position in Edwards Lifesciences in Q1 2022 and has held it in 5 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Oak Thistle LLC's 13F filing for Q1 2026, filed 13 Apr 2026.