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SHP Wealth Management’s Edwards Lifesciences EW Stock Holding History

SHP Wealth 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 		$6.48K Buy
81
+78
+2,600% +$6.43K ﹤0.01% 1008
2025
Q4 		$248 Buy
+3
New +$246 ﹤0.01% 1452

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $609B AUM 40.19% 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 $167B AUM 44.17% 1-Year Est. Return

SHP Wealth Management's EW Position: Q1 2026 in Review

SHP Wealth Management increased its Edwards Lifesciences (EW) stake by 2,600% in Q1 2026, buying an estimated $6.43K and bringing the position to 81 shares worth $6.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

SHP Wealth Management first reported a position in EW in Q4 2025 and has held it in 2 quarters since. 1,287 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • SHP Wealth Management held 81 shares of Edwards Lifesciences worth $6.48K as of Q1 2026.
  • SHP Wealth Management bought 78 Edwards Lifesciences shares in Q1 2026, an estimated $6.43K.
  • Edwards Lifesciences made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1008 holding.
  • SHP Wealth Management first reported a position in Edwards Lifesciences in Q4 2025 and has held it in 2 quarters since.
  • 1,287 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

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