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Pinnacle Wealth Management Advisory Group’s Edwards Lifesciences EW Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$304K Buy
3,794
+98
+3% +$8.08K 0.02% 408
2025
Q4 		$315K Buy
+3,696
New +$303K 0.02% 394
2023
Q3 		– Sell
-2,483
Closed -$234K – 327
2023
Q2 		$234K Buy
2,483
+20
+0.8% +$1.74K 0.03% 287
2023
Q1 		$204K Buy
+2,463
New +$194K 0.03% 300

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 Wealth Management Advisory Group's EW Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Edwards Lifesciences (EW) stake by 2.7% in Q1 2026, buying an estimated $8.08K and bringing the position to 3,794 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #408.

Pinnacle Wealth Management Advisory Group first reported a position in EW in Q1 2023 and has held it in 4 quarters since. The position peaked at $315K in Q4 2025. 1,284 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 3,794 shares of Edwards Lifesciences worth $304K as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group bought 98 Edwards Lifesciences shares in Q1 2026, an estimated $8.08K.
  • Edwards Lifesciences made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #408 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Edwards Lifesciences in Q1 2023 and has held it in 4 quarters since.
  • Pinnacle Wealth Management Advisory Group's Edwards Lifesciences position peaked at $315K in Q4 2025.
  • 1,284 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.