Red Tortoise LLC’s Edwards Lifesciences EW Stock Holding History

Red Tortoise LLC’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	$12.4K	Hold	155	–	–	0.01%	260
2025 Q4	$13.2K	Hold	155	–	–	0.01%	245
2025 Q3	$12.1K	Hold	155	–	–	0.01%	250
2025 Q2	$12.1K	Hold	155	–	–	0.01%	237
2025 Q1	$11.2K	Hold	155	–	–	0.01%	219
2024 Q4	$11.5K	Hold	155	–	–	0.01%	229
2024 Q3	$10.2K	Hold	155	–	–	0.01%	244
2024 Q2	$14.3K	Hold	155	–	–	0.01%	192
2024 Q1	$14.8K	Buy	155 +74	+91%	+$6.22K	0.01%	177
2023 Q4	$6.18K	Hold	81	–	–	﹤0.01%	263
2023 Q3	$5.61K	Hold	81	–	–	﹤0.01%	260
2023 Q2	$7.64K	Hold	81	–	–	﹤0.01%	219
2023 Q1	$6.7K	Hold	81	–	–	﹤0.01%	223
2022 Q4	$6.04K	Buy	+81	New	+$6.24K	﹤0.01%	289
2021 Q4	–	Sell	-81	Closed	-$7K	–	212
2021 Q3	$7K	Buy	+81	New	+$9.25K	0.01%	237

Other funds holding EW

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Red Tortoise LLC's EW Position: Q1 2026 in Review

Red Tortoise LLC held its Edwards Lifesciences (EW) position steady in Q1 2026 at 155 shares worth $12.4K. The position accounts for 0.01% of the portfolio, ranked #260.

Red Tortoise LLC first reported a position in EW in Q3 2021 and has held it in 15 quarters since. The position peaked at $14.8K in Q1 2024. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Red Tortoise LLC held 155 shares of Edwards Lifesciences worth $12.4K as of Q1 2026.
Red Tortoise LLC left its Edwards Lifesciences share count unchanged in Q1 2026.
Edwards Lifesciences made up 0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #260 holding.
Red Tortoise LLC first reported a position in Edwards Lifesciences in Q3 2021 and has held it in 15 quarters since.
Red Tortoise LLC's Edwards Lifesciences position peaked at $14.8K in Q1 2024.
1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.