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Phoenix Financial’s Edwards Lifesciences EW Stock Holding History

Phoenix Financial’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 		$1.89M Buy
23,583
+13,193
+127% +$1.09M 0.02% 184
2025
Q4 		$886K Buy
10,390
+6,502
+167% +$534K 0.01% 240
2025
Q3 		$302K Buy
3,888
+577
+17% +$45.1K ﹤0.01% 387
2025
Q2 		$259K Buy
3,311
+246
+8% +$18.3K ﹤0.01% 354
2025
Q1 		$222K Sell
3,065
-41,244
-93% -$2.95M ﹤0.01% 335
2024
Q4 		$3.28M Sell
44,309
-4,524
-9% -$317K 0.04% 164
2024
Q3 		$3.22M Buy
48,833
+25,104
+106% +$1.82M 0.05% 165
2024
Q2 		$2.19M Buy
23,729
+20,930
+748% +$1.85M 0.03% 178
2024
Q1 		$267K Sell
2,799
-29,534
-91% -$2.48M ﹤0.01% 344
2023
Q4 		$2.76M Buy
32,333
+4,202
+15% +$292K 0.05% 170
2023
Q3 		$1.95M Buy
28,131
+12,137
+76% +$975K 0.04% 188
2023
Q2 		$1.5M Buy
15,994
+3,357
+27% +$292K 0.03% 186
2023
Q1 		$1.05M Buy
12,637
+1,544
+14% +$121K 0.02% 184
2022
Q4 		$829K Buy
11,093
+293
+3% +$22.6K 0.02% 196
2022
Q3 		$907K Buy
10,800
+1,111
+11% +$107K 0.02% 206
2022
Q2 		$921K Sell
9,689
-205
-2% -$21.2K 0.02% 232
2022
Q1 		$1.17M Buy
9,894
+5,409
+121% +$607K 0.02% 250
2021
Q4 		$585K Sell
4,485
-961
-18% -$112K 0.01% 273
2021
Q3 		$616K Buy
+5,446
New +$622K 0.01% 300
2021
Q2 		– Sell
-7,010
Closed -$581K – 335
2021
Q1 		$581K Buy
7,010
+1,969
+39% +$166K 0.01% 305
2020
Q4 		$450K Buy
+5,041
New +$418K 0.01% 260

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $609B AUM 40.19% 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 $167B AUM 44.17% 1-Year Est. Return

Phoenix Financial's EW Position: Q1 2026 in Review

Phoenix Financial increased its Edwards Lifesciences (EW) stake by 127% in Q1 2026, buying an estimated $1.09M and bringing the position to 23,583 shares worth $1.89M. The position accounts for 0.02% of the portfolio, ranked #184.

Phoenix Financial first reported a position in EW in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.28M in Q4 2024. 1,287 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Phoenix Financial held 23,583 shares of Edwards Lifesciences worth $1.89M as of Q1 2026.
  • Phoenix Financial bought 13,193 Edwards Lifesciences shares in Q1 2026, an estimated $1.09M.
  • Edwards Lifesciences made up 0.02% of Phoenix Financial's portfolio in Q1 2026, its #184 holding.
  • Phoenix Financial first reported a position in Edwards Lifesciences in Q4 2020 and has held it in 21 quarters since.
  • Phoenix Financial's Edwards Lifesciences position peaked at $3.28M in Q4 2024.
  • 1,287 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.