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Savvy Advisors Inc’s Edwards Lifesciences EW Stock Holding History

Savvy Advisors Inc’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 		$367K Buy
4,585
+2,118
+86% +$175K 0.01% 784
2025
Q4 		$210K Buy
+2,467
New +$202K 0.01% 935
2025
Q3 		– Sell
-2,587
Closed -$202K – 828
2025
Q2 		$202K Buy
+2,587
New +$193K 0.01% 612

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Wellington Management Group
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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

Savvy Advisors Inc's EW Position: Q1 2026 in Review

Savvy Advisors Inc increased its Edwards Lifesciences (EW) stake by 86% in Q1 2026, buying an estimated $175K and bringing the position to 4,585 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #784.

Savvy Advisors Inc first reported a position in EW in Q2 2025 and has held it in 3 quarters since. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Savvy Advisors Inc held 4,585 shares of Edwards Lifesciences worth $367K as of Q1 2026.
  • Savvy Advisors Inc bought 2,118 Edwards Lifesciences shares in Q1 2026, an estimated $175K.
  • Edwards Lifesciences made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #784 holding.
  • Savvy Advisors Inc first reported a position in Edwards Lifesciences in Q2 2025 and has held it in 3 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

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