SWP
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Sagespring Wealth Partners’s Edwards Lifesciences EW Stock Holding History

Sagespring Wealth Partners’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 		$921K Buy
11,502
+930
+9% +$76.7K 0.02% 342
2025
Q4 		$901K Buy
10,572
+245
+2% +$20.1K 0.02% 326
2025
Q3 		$803K Sell
10,327
-202
-2% -$15.8K 0.02% 346
2025
Q2 		$823K Buy
10,529
+469
+5% +$35K 0.02% 323
2025
Q1 		$729K Sell
10,060
-1,185
-11% -$84.8K 0.02% 305
2024
Q4 		$832K Buy
+11,245
New +$787K 0.02% 248

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

Sagespring Wealth Partners's EW Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Edwards Lifesciences (EW) stake by 8.8% in Q1 2026, buying an estimated $76.7K and bringing the position to 11,502 shares worth $921K. The position accounts for 0.02% of the portfolio, ranked #342.

Sagespring Wealth Partners first reported a position in EW in Q4 2024 and has held it in 6 quarters since. 1,285 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Sagespring Wealth Partners held 11,502 shares of Edwards Lifesciences worth $921K as of Q1 2026.
  • Sagespring Wealth Partners bought 930 Edwards Lifesciences shares in Q1 2026, an estimated $76.7K.
  • Edwards Lifesciences made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #342 holding.
  • Sagespring Wealth Partners first reported a position in Edwards Lifesciences in Q4 2024 and has held it in 6 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.