RW Investment Management’s Edwards Lifesciences EW Stock Holding History

RW Investment 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	$315K	Buy	+3,936	New	+$324K	0.03%	87
2025 Q3	$306K	Hold	3,936	–	–	0.03%	83
2025 Q2	$308K	Sell	3,936 -368	-9%	-$27.4K	0.03%	85
2025 Q1	$312K	Hold	4,304	–	–	0.04%	74
2024 Q4	$319K	Hold	4,304	–	–	0.04%	77
2024 Q3	$284K	Hold	4,304	–	–	0.04%	80
2024 Q2	$398K	Hold	4,304	–	–	0.05%	67
2024 Q1	$411K	Hold	4,304	–	–	0.06%	67
2023 Q4	$328K	Sell	4,304 -295	-6%	-$20.5K	0.05%	69
2023 Q3	$319K	Hold	4,599	–	–	0.06%	67
2023 Q2	$434K	Sell	4,599 -106	-2%	-$9.21K	0.09%	56
2023 Q1	$389K	Sell	4,705 -295	-6%	-$23.2K	0.11%	57
2022 Q4	$373K	Buy	+5,000	New	+$385K	0.15%	54

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

RW Investment Management's EW Position: Q1 2026 in Review

RW Investment Management opened a new position in Edwards Lifesciences (EW) in Q1 2026: 3,936 shares worth $315K. The stake represents 0.03% of the portfolio and ranks #87 among its holdings. This is a return to the name: RW Investment Management previously reported a position in EW as recently as Q3 2025.

RW Investment Management first reported a position in EW in Q4 2022 and has held it in 13 quarters since. The position peaked at $434K in Q2 2023. 1,285 funds tracked by Wall St. Rank hold EW as of Q1 2026.

RW Investment Management held 3,936 shares of Edwards Lifesciences worth $315K as of Q1 2026.
Edwards Lifesciences was a new RW Investment Management position in Q1 2026.
Edwards Lifesciences made up 0.03% of RW Investment Management's portfolio in Q1 2026, its #87 holding.
RW Investment Management first reported a position in Edwards Lifesciences in Q4 2022 and has held it in 13 quarters since.
RW Investment Management's Edwards Lifesciences position peaked at $434K in Q2 2023.
1,285 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.