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Pinnacle Associates’s Edwards Lifesciences EW Stock Holding History

Pinnacle 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 		$573K Buy
7,152
+126
+2% +$10.4K 0.01% 628
2025
Q4 		$599K Buy
7,026
+2,081
+42% +$171K 0.01% 615
2025
Q3 		$385K Sell
4,945
-177
-3% -$13.8K 0.01% 693
2025
Q2 		$401K Buy
5,122
+810
+19% +$60.4K 0.01% 676
2025
Q1 		$313K Sell
4,312
-167
-4% -$12K ﹤0.01% 706
2024
Q4 		$332K Sell
4,479
-1,056
-19% -$73.9K ﹤0.01% 691
2024
Q3 		$422K Sell
5,535
-178
-3% -$12.9K 0.01% 604
2024
Q2 		$528K Sell
5,713
-5
-0.1% -$443 0.01% 575
2024
Q1 		$546K Buy
5,718
+183
+3% +$15.4K 0.01% 569
2023
Q4 		$422K Sell
5,535
-193
-3% -$13.4K 0.01% 612
2023
Q3 		$397K Sell
5,728
-598
-9% -$48.1K 0.01% 597
2023
Q2 		$597K Buy
6,326
+248
+4% +$21.6K 0.01% 553
2023
Q1 		$503K Buy
6,078
+795
+15% +$62.5K 0.01% 517
2022
Q4 		$394K Buy
5,283
+336
+7% +$25.9K 0.01% 554
2022
Q3 		$409K Buy
4,947
+168
+4% +$16.2K 0.01% 534
2022
Q2 		$454K Buy
4,779
+971
+25% +$101K 0.01% 535
2022
Q1 		$448K Buy
+3,808
New +$427K 0.01% 585
2020
Q1 		– Sell
-3,285
Closed -$255K – 678
2019
Q4 		$255K Hold
3,285
– – 0.01% 633
2019
Q3 		$241K Buy
+3,285
New +$231K 0.01% 634
2019
Q1 		– Sell
-5,055
Closed -$258K – 718
2018
Q4 		$258K Hold
5,055
– – 0.01% 601
2018
Q3 		$293K Hold
5,055
– – 0.01% 606
2018
Q2 		$245K Hold
5,055
– – 0.01% 626
2018
Q1 		$235K Buy
+5,055
New +$220K ﹤0.01% 610

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

Pinnacle Associates's EW Position: Q1 2026 in Review

Pinnacle Associates increased its Edwards Lifesciences (EW) stake by 1.8% in Q1 2026, buying an estimated $10.4K and bringing the position to 7,152 shares worth $573K. The position accounts for 0.01% of the portfolio, ranked #628.

Pinnacle Associates first reported a position in EW in Q1 2018 and has held it in 23 quarters since. The position peaked at $599K in Q4 2025. 1,285 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Pinnacle Associates held 7,152 shares of Edwards Lifesciences worth $573K as of Q1 2026.
  • Pinnacle Associates bought 126 Edwards Lifesciences shares in Q1 2026, an estimated $10.4K.
  • Edwards Lifesciences made up 0.01% of Pinnacle Associates's portfolio in Q1 2026, its #628 holding.
  • Pinnacle Associates first reported a position in Edwards Lifesciences in Q1 2018 and has held it in 23 quarters since.
  • Pinnacle Associates's Edwards Lifesciences position peaked at $599K in Q4 2025.
  • 1,285 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.