Patrick M. Sweeney & Associates’s Edwards Lifesciences EW Stock Holding History

Patrick M. Sweeney & Associates’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	$354K	Buy	4,425 +55	+1%	+$4.53K	0.23%	111
2025 Q4	$373K	Hold	4,370	–	–	0.23%	102
2025 Q3	$340K	Buy	4,370 +155	+4%	+$12.1K	0.22%	108
2025 Q2	$324K	Buy	4,215 +140	+3%	+$10.4K	0.22%	112
2025 Q1	$295K	Buy	4,075 +280	+7%	+$20K	0.22%	113
2024 Q4	$281K	Sell	3,795 -90	-2%	-$6.3K	0.21%	117
2024 Q3	$256K	Buy	3,885 +650	+20%	+$47.2K	0.19%	128
2024 Q2	$299K	Buy	3,235 +55	+2%	+$4.87K	0.24%	105
2024 Q1	$304K	Buy	3,180 +235	+8%	+$19.7K	0.25%	98
2023 Q4	$225K	Buy	+2,945	New	+$205K	0.21%	109

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

Patrick M. Sweeney & Associates's EW Position: Q1 2026 in Review

Patrick M. Sweeney & Associates increased its Edwards Lifesciences (EW) stake by 1.3% in Q1 2026, buying an estimated $4.53K and bringing the position to 4,425 shares worth $354K. The position accounts for 0.23% of the portfolio, ranked #111.

Patrick M. Sweeney & Associates first reported a position in EW in Q4 2023 and has held it in 10 quarters since. The position peaked at $373K in Q4 2025. 1,284 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Patrick M. Sweeney & Associates held 4,425 shares of Edwards Lifesciences worth $354K as of Q1 2026.
Patrick M. Sweeney & Associates bought 55 Edwards Lifesciences shares in Q1 2026, an estimated $4.53K.
Edwards Lifesciences made up 0.23% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #111 holding.
Patrick M. Sweeney & Associates first reported a position in Edwards Lifesciences in Q4 2023 and has held it in 10 quarters since.
Patrick M. Sweeney & Associates's Edwards Lifesciences position peaked at $373K in Q4 2025.
1,284 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.