PF
EW icon

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
2024
Q2 		– Sell
-23,700
Closed -$2.27K – 383
2024
Q1 		$2.27K Buy
+23,700
New +$1.99M ﹤0.01% 416

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

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. 1,285 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.
  • 1,285 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.