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Premier Path Wealth Partners’s Edwards Lifesciences EW Stock Holding History

Premier Path 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 		$311K Buy
3,880
+162
+4% +$13.4K 0.04% 341
2025
Q4 		$317K Sell
3,718
-476
-11% -$39.1K 0.04% 316
2025
Q3 		$326K Sell
4,194
-16
-0.4% -$1.25K 0.04% 316
2025
Q2 		$329K Buy
4,210
+395
+10% +$29.5K 0.05% 312
2025
Q1 		$277K Buy
3,815
+8
+0.2% +$573 0.04% 315
2024
Q4 		$282K Sell
3,807
-467
-11% -$32.7K 0.04% 313
2024
Q3 		$282K Sell
4,274
-1,256
-23% -$91.3K 0.04% 308
2024
Q2 		$511K Buy
5,530
+726
+15% +$64.3K 0.09% 220
2024
Q1 		$459K Buy
4,804
+1
+0% +$84 0.09% 221
2023
Q4 		$366K Buy
+4,803
New +$334K 0.08% 225

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

Premier Path Wealth Partners's EW Position: Q1 2026 in Review

Premier Path Wealth Partners increased its Edwards Lifesciences (EW) stake by 4.4% in Q1 2026, buying an estimated $13.4K and bringing the position to 3,880 shares worth $311K. The position accounts for 0.04% of the portfolio, ranked #341.

Premier Path Wealth Partners first reported a position in EW in Q4 2023 and has held it in 10 quarters since. The position peaked at $511K in Q2 2024. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Premier Path Wealth Partners held 3,880 shares of Edwards Lifesciences worth $311K as of Q1 2026.
  • Premier Path Wealth Partners bought 162 Edwards Lifesciences shares in Q1 2026, an estimated $13.4K.
  • Edwards Lifesciences made up 0.04% of Premier Path Wealth Partners's portfolio in Q1 2026, its #341 holding.
  • Premier Path Wealth Partners first reported a position in Edwards Lifesciences in Q4 2023 and has held it in 10 quarters since.
  • Premier Path Wealth Partners's Edwards Lifesciences position peaked at $511K in Q2 2024.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.