Ritholtz Wealth Management’s Edwards Lifesciences EW Stock Holding History

Ritholtz Wealth Management’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	$258K	Sell	3,221 -510	-14%	-$42K	﹤0.01%	1038
2025 Q4	$318K	Buy	+3,731	New	+$306K	0.01%	870
2025 Q3	–	Sell	-2,590	Closed	-$203K	–	1068
2025 Q2	$203K	Buy	+2,590	New	+$193K	﹤0.01%	915
2024 Q3	–	Sell	-2,807	Closed	-$259K	–	879
2024 Q2	$259K	Buy	2,807 +58	+2%	+$5.14K	0.01%	686
2024 Q1	$263K	Buy	2,749 +96	+4%	+$8.06K	0.01%	674
2023 Q4	$202K	Buy	+2,653	New	+$185K	0.01%	702
2023 Q3	–	Sell	-3,030	Closed	-$286K	–	716
2023 Q2	$286K	Buy	3,030 +170	+6%	+$14.8K	0.01%	551
2023 Q1	$237K	Buy	+2,860	New	+$225K	0.01%	575
2022 Q4	–	Sell	-11,057	Closed	-$914K	–	632
2022 Q3	$914K	Buy	11,057 +7,696	+229%	+$741K	0.05%	261
2022 Q2	$320K	Buy	3,361 +813	+32%	+$84.2K	0.02%	406
2022 Q1	$300K	Buy	2,548 +370	+17%	+$41.5K	0.02%	416
2021 Q4	$282K	Buy	+2,178	New	+$254K	0.02%	425

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

Ritholtz Wealth Management's EW Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its Edwards Lifesciences (EW) stake by 14% in Q1 2026, selling an estimated $42K and leaving 3,221 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

Ritholtz Wealth Management first reported a position in EW in Q4 2021 and has held it in 12 quarters since. The position peaked at $914K in Q3 2022. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Ritholtz Wealth Management held 3,221 shares of Edwards Lifesciences worth $258K as of Q1 2026.
Ritholtz Wealth Management sold 510 Edwards Lifesciences shares in Q1 2026, an estimated $42K.
Edwards Lifesciences made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #1038 holding.
Ritholtz Wealth Management first reported a position in Edwards Lifesciences in Q4 2021 and has held it in 12 quarters since.
Ritholtz Wealth Management's Edwards Lifesciences position peaked at $914K in Q3 2022.
1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.