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Principal Securities’s Edwards Lifesciences EW Stock Holding History

Principal Securities’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 		$481K Buy
6,002
+1,188
+25% +$97.9K 0.01% 996
2025
Q4 		$410K Buy
4,814
+1,184
+33% +$97.2K 0.01% 1012
2025
Q3 		$282K Buy
3,630
+1,991
+121% +$156K ﹤0.01% 1139
2025
Q2 		$128K Sell
1,639
-997
-38% -$74.4K ﹤0.01% 1434
2025
Q1 		$195K Hold
2,636
– – ﹤0.01% 1147
2024
Q4 		$195K Sell
2,636
-1,281
-33% -$89.7K ﹤0.01% 1147
2024
Q3 		$258K Sell
3,917
-2,850
-42% -$207K 0.01% 1001
2024
Q2 		$625K Buy
6,767
+481
+8% +$42.6K 0.02% 627
2024
Q1 		$601K Sell
6,286
-253
-4% -$21.3K 0.02% 599
2023
Q4 		$499K Buy
+6,539
New +$455K 0.02% 603

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

Principal Securities's EW Position: Q1 2026 in Review

Principal Securities increased its Edwards Lifesciences (EW) stake by 25% in Q1 2026, buying an estimated $97.9K and bringing the position to 6,002 shares worth $481K. The position accounts for 0.01% of the portfolio, ranked #996.

Principal Securities first reported a position in EW in Q4 2023 and has held it in 10 quarters since. The position peaked at $625K in Q2 2024. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Principal Securities held 6,002 shares of Edwards Lifesciences worth $481K as of Q1 2026.
  • Principal Securities bought 1,188 Edwards Lifesciences shares in Q1 2026, an estimated $97.9K.
  • Edwards Lifesciences made up 0.01% of Principal Securities's portfolio in Q1 2026, its #996 holding.
  • Principal Securities first reported a position in Edwards Lifesciences in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Edwards Lifesciences position peaked at $625K in Q2 2024.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.