Pathstone Holdings’s Edwards Lifesciences EW Stock Holding History

Pathstone Holdings’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	$6.77M	Buy	84,551 +8,165	+11%	+$673K	0.03%	469
2025 Q4	$6.51M	Sell	76,386 -7,005	-8%	-$575K	0.03%	466
2025 Q3	$6.49M	Sell	83,391 -6,958	-8%	-$544K	0.02%	481
2025 Q2	$7.07M	Sell	90,349 -1,422	-2%	-$106K	0.03%	429
2025 Q1	$6.65M	Buy	91,771 +21,733	+31%	+$1.56M	0.03%	459
2024 Q4	$5.18M	Sell	70,038 -19,520	-22%	-$1.37M	0.02%	533
2024 Q3	$5.91M	Sell	89,558 -37,886	-30%	-$2.75M	0.03%	496
2024 Q2	$11.8M	Sell	127,444 -2,078	-2%	-$184K	0.05%	266
2024 Q1	$12.4M	Buy	129,522 +42,336	+49%	+$3.56M	0.06%	249
2023 Q4	$6.7M	Buy	+87,186	New	+$6.07M	0.04%	357

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

Pathstone Holdings's EW Position: Q1 2026 in Review

Pathstone Holdings increased its Edwards Lifesciences (EW) stake by 11% in Q1 2026, buying an estimated $673K and bringing the position to 84,551 shares worth $6.77M. The position accounts for 0.03% of the portfolio, ranked #469.

Pathstone Holdings first reported a position in EW in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.4M in Q1 2024. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Pathstone Holdings held 84,551 shares of Edwards Lifesciences worth $6.77M as of Q1 2026.
Pathstone Holdings bought 8,165 Edwards Lifesciences shares in Q1 2026, an estimated $673K.
Edwards Lifesciences made up 0.03% of Pathstone Holdings's portfolio in Q1 2026, its #469 holding.
Pathstone Holdings first reported a position in Edwards Lifesciences in Q4 2023 and has held it in 10 quarters since.
Pathstone Holdings's Edwards Lifesciences position peaked at $12.4M in Q1 2024.
1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.