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Perfromance Wealth Partners’s Edwards Lifesciences EW Stock Holding History

Perfromance Wealth Partners’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 		$221K Sell
2,760
-500
-15% -$41.2K 0.01% 195
2025
Q4 		$278K Hold
3,260
– – 0.01% 173
2025
Q3 		$254K Sell
3,260
-115
-3% -$8.98K 0.01% 178
2025
Q2 		$264K Sell
3,375
-150
-4% -$11.2K 0.01% 158
2025
Q1 		$255K Sell
3,525
-185
-5% -$13.2K 0.01% 147
2024
Q4 		$275K Sell
3,710
-802
-18% -$56.1K 0.01% 146
2024
Q3 		$298K Buy
4,512
+248
+6% +$18K 0.01% 148
2024
Q2 		$394K Sell
4,264
-2,940
-41% -$260K 0.01% 99
2024
Q1 		$688K Sell
7,204
-235
-3% -$19.7K 0.03% 76
2023
Q4 		$567K Sell
7,439
-2,525
-25% -$176K 0.02% 98
2023
Q3 		$690K Sell
9,964
-850
-8% -$68.3K 0.03% 88
2023
Q2 		$984K Sell
10,814
-904
-8% -$78.6K 0.05% 80
2023
Q1 		$969K Buy
11,718
+3,265
+39% +$257K 0.05% 77
2022
Q4 		$631K Sell
8,453
-625
-7% -$48.2K 0.04% 91
2022
Q3 		$750K Sell
9,078
-20
-0.2% -$1.92K 0.04% 79
2022
Q2 		$865K Sell
9,098
-2,000
-18% -$207K 0.05% 76
2022
Q1 		$1.31M Buy
11,098
+6
+0.1% +$673 0.06% 66
2021
Q4 		$1.44M Buy
+11,092
New +$1.29M 0.06% 69

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

Perfromance Wealth Partners's EW Position: Q1 2026 in Review

Perfromance Wealth Partners reduced its Edwards Lifesciences (EW) stake by 15% in Q1 2026, selling an estimated $41.2K and leaving 2,760 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #195.

Perfromance Wealth Partners first reported a position in EW in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.44M in Q4 2021. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Perfromance Wealth Partners held 2,760 shares of Edwards Lifesciences worth $221K as of Q1 2026.
  • Perfromance Wealth Partners sold 500 Edwards Lifesciences shares in Q1 2026, an estimated $41.2K.
  • Edwards Lifesciences made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #195 holding.
  • Perfromance Wealth Partners first reported a position in Edwards Lifesciences in Q4 2021 and has held it in 18 quarters since.
  • Perfromance Wealth Partners's Edwards Lifesciences position peaked at $1.44M in Q4 2021.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.