Objective Capital Management’s Edwards Lifesciences EW Stock Holding History

Objective Capital 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	$784K	Buy	9,785 +723	+8%	+$59.6K	0.79%	41
2025 Q4	$773K	Sell	9,062 -750	-8%	-$61.5K	0.79%	37
2025 Q3	$763K	Sell	9,812 -200	-2%	-$15.6K	0.79%	33
2025 Q2	$783K	Buy	10,012 +37	+0.4%	+$2.76K	0.88%	31
2025 Q1	$723K	Sell	9,975 -100	-1%	-$7.16K	0.92%	30
2024 Q4	$746K	Sell	10,075 -35	-0.3%	-$2.45K	0.5%	48
2024 Q3	$667K	Buy	+10,110	New	+$735K	0.39%	59
2024 Q1	$979K	Buy	10,245 +10	+0.1%	+$840	0.66%	39
2023 Q4	$780K	Buy	10,235 +10	+0.1%	+$696	0.59%	40
2023 Q3	$708K	Sell	10,225 -72	-0.7%	-$5.79K	0.63%	39
2023 Q2	$971K	Hold	10,297	–	–	0.85%	36
2023 Q1	$852K	Hold	10,297	–	–	0.78%	36
2022 Q4	$768K	Hold	10,297	–	–	0.76%	37
2022 Q3	$851K	Hold	10,297	–	–	0.91%	34
2022 Q2	$979K	Sell	10,297 -75	-0.7%	-$7.76K	0.99%	31
2022 Q1	$1.22M	Hold	10,372	–	–	0.94%	28
2021 Q4	$1.34M	Buy	+10,372	New	+$1.21M	0.95%	27

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

Objective Capital Management's EW Position: Q1 2026 in Review

Objective Capital Management increased its Edwards Lifesciences (EW) stake by 8% in Q1 2026, buying an estimated $59.6K and bringing the position to 9,785 shares worth $784K. The position accounts for 0.79% of the portfolio, ranked #41.

Objective Capital Management first reported a position in EW in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.34M in Q4 2021. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Objective Capital Management held 9,785 shares of Edwards Lifesciences worth $784K as of Q1 2026.
Objective Capital Management bought 723 Edwards Lifesciences shares in Q1 2026, an estimated $59.6K.
Edwards Lifesciences made up 0.79% of Objective Capital Management's portfolio in Q1 2026, its #41 holding.
Objective Capital Management first reported a position in Edwards Lifesciences in Q4 2021 and has held it in 17 quarters since.
Objective Capital Management's Edwards Lifesciences position peaked at $1.34M in Q4 2021.
1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Objective Capital Management's 13F filing for Q1 2026, filed 4 May 2026.