Shelton Capital Management’s Edwards Lifesciences EW Stock Holding History

Shelton Capital 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	$255K	Hold	3,179	–	–	0.01%	575
2025 Q4	$271K	Hold	3,179	–	–	0.01%	526
2025 Q3	$247K	Sell	3,179 -122	-4%	-$9.53K	0.01%	580
2025 Q2	$258K	Hold	3,301	–	–	0.01%	552
2025 Q1	$239K	Sell	3,301 -102	-3%	-$7.3K	0.01%	578
2024 Q4	$252K	Sell	3,403 -186	-5%	-$13K	0.01%	578
2024 Q3	$237K	Hold	3,589	–	–	0.01%	627
2024 Q2	$332K	Hold	3,589	–	–	0.01%	449
2024 Q1	$343K	Hold	3,589	–	–	0.01%	476
2023 Q4	$274K	Sell	3,589 -366	-9%	-$25.5K	0.01%	552
2023 Q3	$274K	Hold	3,955	–	–	0.01%	512
2023 Q2	$373K	Hold	3,955	–	–	0.01%	396
2023 Q1	$327K	Hold	3,955	–	–	0.01%	432
2022 Q4	$295K	Hold	3,955	–	–	0.03%	436
2022 Q3	$327K	Hold	3,955	–	–	0.02%	407
2022 Q2	$376K	Hold	3,955	–	–	0.02%	384
2022 Q1	$466K	Hold	3,955	–	–	0.02%	379
2021 Q4	$512K	Sell	3,955 -115	-3%	-$13.4K	0.02%	370
2021 Q3	$461K	Hold	4,070	–	–	0.02%	378
2021 Q2	$422K	Hold	4,070	–	–	0.02%	425
2021 Q1	$340K	Sell	4,070 -25,053	-86%	-$2.12M	0.01%	508
2020 Q4	$2.66M	Hold	29,123	–	–	0.12%	173
2020 Q3	$2.33M	Sell	29,123 -181	-0.6%	-$14.1K	0.1%	237
2020 Q2	$2.02M	Hold	29,304	–	–	0.11%	177
2020 Q1	$1.84M	Buy	29,304 +21,000	+253%	+$1.51M	0.13%	143
2019 Q4	$646K	Sell	8,304 -924	-10%	-$72.2K	0.04%	298
2019 Q3	$676K	Hold	9,228	–	–	0.04%	282
2019 Q2	$568K	Buy	9,228 +7,461	+422%	+$451K	0.03%	316
2019 Q1	$3.08K	Sell	1,767 -7,461	-81%	-$426K	0.01%	713
2018 Q4	$471K	Hold	9,228	–	–	0.03%	326
2018 Q3	$536K	Hold	9,228	–	–	0.03%	345
2018 Q2	$448K	Hold	9,228	–	–	0.03%	388
2018 Q1	$429K	Hold	9,228	–	–	0.03%	397
2017 Q4	$347K	Hold	9,228	–	–	0.02%	510
2017 Q3	$336K	Hold	9,228	–	–	0.02%	509
2017 Q2	$364K	Sell	9,228 -300	-3%	-$10.9K	0.03%	474
2017 Q1	$299K	Sell	9,528 -420	-4%	-$13.2K	0.02%	574
2016 Q4	$311K	Buy	9,948 +300	+3%	+$9.72K	0.02%	595
2016 Q3	$388K	Sell	9,648 -15,600	-62%	-$587K	0.03%	469
2016 Q2	$839K	Sell	25,248 -6,600	-21%	-$226K	0.07%	229
2016 Q1	$936K	Buy	31,848 +12,900	+68%	+$356K	0.08%	208
2015 Q4	$499K	Sell	18,948 -1,200	-6%	-$31.2K	0.05%	365
2015 Q3	$477K	Sell	20,148 -37,242	-65%	-$899K	0.05%	360
2015 Q2	$1.36M	Hold	57,390	–	–	0.14%	143
2015 Q1	$1.36M	Sell	57,390 -6,000	-9%	-$135K	0.15%	144
2014 Q4	$1.35M	Buy	63,390 +29,442	+87%	+$591K	0.16%	128
2014 Q3	$578K	Hold	33,948	–	–	0.08%	288
2014 Q2	$486K	Hold	33,948	–	–	0.07%	358
2014 Q1	$420K	Buy	+33,948	New	+$392K	0.06%	394

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

Shelton Capital Management's EW Position: Q1 2026 in Review

Shelton Capital Management held its Edwards Lifesciences (EW) position steady in Q1 2026 at 3,179 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #575.

Shelton Capital Management first reported a position in EW in Q1 2014 and has held it in 49 quarters since. The position peaked at $2.66M in Q4 2020. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Shelton Capital Management held 3,179 shares of Edwards Lifesciences worth $255K as of Q1 2026.
Shelton Capital Management left its Edwards Lifesciences share count unchanged in Q1 2026.
Edwards Lifesciences made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #575 holding.
Shelton Capital Management first reported a position in Edwards Lifesciences in Q1 2014 and has held it in 49 quarters since.
Shelton Capital Management's Edwards Lifesciences position peaked at $2.66M in Q4 2020.
1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.