Sage Mountain Advisors’s Edwards Lifesciences EW Stock Holding History

Sage Mountain Advisors’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	–	Sell	-3,080	Closed	-$263K	–	385
2025 Q4	$263K	Buy	3,080 +294	+11%	+$24.1K	0.01%	415
2025 Q3	$217K	Sell	2,786 -903	-24%	-$70.6K	0.01%	446
2025 Q2	$289K	Buy	3,689 +773	+27%	+$57.6K	0.02%	333
2025 Q1	$211K	Buy	+2,916	New	+$209K	0.02%	366
2024 Q3	–	Sell	-2,849	Closed	-$263K	–	492
2024 Q2	$263K	Buy	+2,849	New	+$252K	0.02%	284
2022 Q1	–	Sell	-2,819	Closed	-$365K	–	643
2021 Q4	$365K	Buy	2,819 +158	+6%	+$18.4K	0.04%	394
2021 Q3	$301K	Hold	2,661	–	–	0.04%	362
2021 Q2	$276K	Buy	2,661 +234	+10%	+$22.1K	0.05%	331
2021 Q1	$203K	Buy	2,427 +18	+0.7%	+$1.52K	0.04%	299
2020 Q4	$220K	Buy	+2,409	New	+$200K	0.07%	165

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

Sage Mountain Advisors's EW Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Edwards Lifesciences (EW) in Q1 2026, closing a stake of 3,080 shares — an estimated $263K sold.

Sage Mountain Advisors first reported a position in EW in Q4 2020 and held it in 10 quarters. The position peaked at $365K in Q4 2021. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Sage Mountain Advisors reported no remaining Edwards Lifesciences position as of Q1 2026 after selling out during the quarter.
Sage Mountain Advisors sold 3,080 Edwards Lifesciences shares in Q1 2026, an estimated $263K.
Sage Mountain Advisors first reported a position in Edwards Lifesciences in Q4 2020 and held it in 10 quarters.
Sage Mountain Advisors's Edwards Lifesciences position peaked at $365K in Q4 2021.
1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.