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Sentry Investment Management’s Edwards Lifesciences EW Stock Holding History

Sentry 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 		– Sell
-1,407
Closed -$120K – 173
2025
Q4 		$120K Hold
1,407
– – 0.08% 210
2025
Q3 		$107K Sell
1,407
-346
-20% -$27K 0.07% 230
2025
Q2 		$134K Hold
1,753
– – 0.07% 232
2025
Q1 		$121K Sell
1,753
-523
-23% -$37.4K 0.08% 223
2024
Q4 		$168K Sell
2,276
-371
-14% -$26K 0.08% 215
2024
Q3 		$175K Hold
2,647
– – 0.07% 238
2024
Q2 		$245K Sell
2,647
-542
-17% -$48K 0.11% 180
2024
Q1 		$305K Hold
3,189
– – 0.12% 181
2023
Q4 		$243K Sell
3,189
-343
-10% -$23.9K 0.1% 199
2023
Q3 		$245K Sell
3,532
-556
-14% -$44.7K 0.12% 170
2023
Q2 		$386K Hold
4,088
– – 0.15% 160
2023
Q1 		$338K Buy
4,088
+2,028
+98% +$159K 0.14% 169
2022
Q4 		$154K Sell
2,060
-2,724
-57% -$210K 0.07% 303
2022
Q3 		$395K Buy
4,784
+626
+15% +$60.2K 0.19% 115
2022
Q2 		$395K Sell
4,158
-810
-16% -$83.9K 0.18% 124
2022
Q1 		$585K Sell
4,968
-836
-14% -$93.8K 0.19% 118
2021
Q4 		$752K Buy
5,804
+281
+5% +$32.8K 0.2% 128
2021
Q3 		$625K Buy
+5,523
New +$630K 0.18% 137
2021
Q2 		– Sell
-6,709
Closed -$561K – 511
2021
Q1 		$561K Sell
6,709
-32,163
-83% -$2.72M 0.16% 155
2020
Q4 		$3.55M Hold
38,872
– – 0.18% 139
2020
Q3 		$3.1M Hold
38,872
– – 0.17% 139
2020
Q2 		$2.69M Buy
38,872
+124
+0.3% +$8.81K 0.16% 152
2020
Q1 		$2.44M Hold
38,748
– – 0.18% 136
2019
Q4 		$3.01M Hold
38,748
– – 0.18% 140
2019
Q3 		$2.84M Buy
38,748
+2,370
+7% +$166K 0.19% 142
2019
Q2 		$2.24M Hold
36,378
– – 0.15% 164
2019
Q1 		$2.32M Sell
36,378
-3,231
-8% -$184K 0.16% 159
2018
Q4 		$2.02M Sell
39,609
-1,053
-3% -$53.3K 0.15% 168
2018
Q3 		$2.36M Hold
40,662
– – 0.14% 173
2018
Q2 		$1.97M Sell
40,662
-4,047
-9% -$189K 0.13% 187
2018
Q1 		$2.08M Sell
44,709
-4,275
-9% -$186K 0.13% 202
2017
Q4 		$1.84M Hold
48,984
– – 0.1% 225
2017
Q3 		$1.78M Hold
48,984
– – 0.07% 223
2017
Q2 		$1.93M Hold
48,984
– – 0.08% 213
2017
Q1 		$1.54M Sell
48,984
-2,277
-4% -$71.3K 0.06% 244
2016
Q4 		$1.6M Buy
51,261
+9,087
+22% +$294K 0.07% 236
2016
Q3 		$1.7M Buy
42,174
+3,450
+9% +$130K 0.07% 229
2016
Q2 		$1.29M Hold
38,724
– – 0.06% 268
2016
Q1 		$1.14M Hold
38,724
– – 0.05% 279
2015
Q4 		$1.02M Buy
38,724
+2,850
+8% +$74K 0.05% 304
2015
Q3 		$850K Hold
35,874
– – 0.04% 297
2015
Q2 		$852K Buy
35,874
+8,496
+31% +$192K 0.04% 320
2015
Q1 		$650K Hold
27,378
– – 0.03% 367
2014
Q4 		$581K Hold
27,378
– – 0.03% 356
2014
Q3 		$466K Sell
27,378
-3,372
-11% -$53.2K 0.02% 402
2014
Q2 		$440K Sell
30,750
-2,250
-7% -$30.5K 0.02% 438
2014
Q1 		$408K Hold
33,000
– – 0.02% 442
2013
Q4 		$362K Sell
33,000
-91,800
-74% -$1.03M 0.02% 469
2013
Q3 		$1.45M Buy
124,800
+90,600
+265% +$1.06M 0.09% 180
2013
Q2 		$383K Buy
+34,200
New +$405K 0.02% 385

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

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

Sentry Investment Management sold out of Edwards Lifesciences (EW) in Q1 2026, closing a stake of 1,407 shares — an estimated $120K sold.

Sentry Investment Management first reported a position in EW in Q2 2013 and held it in 50 quarters. The position peaked at $3.55M in Q4 2020. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Sentry Investment Management reported no remaining Edwards Lifesciences position as of Q1 2026 after selling out during the quarter.
  • Sentry Investment Management sold 1,407 Edwards Lifesciences shares in Q1 2026, an estimated $120K.
  • Sentry Investment Management first reported a position in Edwards Lifesciences in Q2 2013 and held it in 50 quarters.
  • Sentry Investment Management's Edwards Lifesciences position peaked at $3.55M in Q4 2020.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.