Occudo Quantitative Strategies’s Edwards Lifesciences EW Stock Holding History

Occudo Quantitative Strategies’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	–	Sell	-63,919	Closed	-$5.45M	–	798
2025 Q4	$5.45M	Buy	+63,919	New	+$5.25M	0.37%	88
2025 Q3	–	Sell	-39,277	Closed	-$3.07M	–	721
2025 Q2	$3.07M	Buy	39,277 +5,420	+16%	+$404K	0.34%	76
2025 Q1	$2.4M	Buy	+33,857	New	+$2.42M	0.32%	80
2024 Q4	–	Sell	-18,997	Closed	-$1.25M	–	759
2024 Q3	$1.25M	Buy	+18,997	New	+$1.38M	0.23%	112
2024 Q1	–	Sell	-9,500	Closed	-$724K	–	820
2023 Q4	$724K	Sell	9,500 -2,600	-21%	-$181K	0.1%	288
2023 Q3	$838K	Buy	+12,100	New	+$972K	0.11%	319
2023 Q1	–	Sell	-8,313	Closed	-$620K	–	983
2022 Q4	$620K	Sell	8,313 -74,784	-90%	-$5.76M	0.07%	433
2022 Q3	$6.87M	Buy	83,097 +80,461	+3,052%	+$7.74M	0.53%	5
2022 Q2	$251K	Buy	+2,636	New	+$273K	0.02%	845

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

Occudo Quantitative Strategies's EW Position: Q1 2026 in Review

Occudo Quantitative Strategies sold out of Edwards Lifesciences (EW) in Q1 2026, closing a stake of 63,919 shares — an estimated $5.45M sold.

Occudo Quantitative Strategies first reported a position in EW in Q2 2022 and held it in 9 quarters. The position peaked at $6.87M in Q3 2022. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Occudo Quantitative Strategies reported no remaining Edwards Lifesciences position as of Q1 2026 after selling out during the quarter.
Occudo Quantitative Strategies sold 63,919 Edwards Lifesciences shares in Q1 2026, an estimated $5.45M.
Occudo Quantitative Strategies first reported a position in Edwards Lifesciences in Q2 2022 and held it in 9 quarters.
Occudo Quantitative Strategies's Edwards Lifesciences position peaked at $6.87M in Q3 2022.
1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.