SN
EW icon

Sittner & Nelson’s Edwards Lifesciences EW Stock Holding History

Sittner & Nelson’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 		$1.94M Sell
24,275
-300
-1% -$24.7K 0.71% 31
2025
Q4 		$1.93M Sell
24,575
-570
-2% -$46.8K 0.68% 32
2025
Q3 		$1.96M Hold
25,145
– – 0.71% 28
2025
Q2 		$1.97M Hold
25,145
– – 0.79% 27
2025
Q1 		$1.82M Sell
25,145
-200
-0.8% -$14.3K 0.78% 25
2024
Q4 		$1.88M Buy
25,345
+600
+2% +$42K 0.81% 25
2024
Q3 		$1.63M Buy
24,745
+730
+3% +$53K 0.73% 27
2024
Q2 		$2.22M Sell
24,015
-600
-2% -$53.1K 1.09% 20
2024
Q1 		$2.35M Buy
24,615
+340
+1% +$28.6K 1.19% 20
2023
Q4 		$1.85M Buy
24,275
+550
+2% +$38.3K 0.99% 23
2023
Q3 		$1.64M Sell
23,725
-240
-1% -$19.3K 0.95% 25
2023
Q2 		$2.26M Hold
23,965
– – 1.24% 18
2023
Q1 		$1.98M Sell
23,965
-300
-1% -$23.6K 1.14% 16
2022
Q4 		$1.81M Sell
24,265
-400
-2% -$30.8K 1.11% 17
2022
Q3 		$2.04M Hold
24,665
– – 1.37% 15
2022
Q2 		$2.35M Buy
24,665
+400
+2% +$41.4K 1.53% 11
2022
Q1 		$2.86M Buy
24,265
+1,073
+5% +$120K 1.65% 10
2021
Q4 		$3M Buy
23,192
+127
+0.6% +$14.8K 1.75% 10
2021
Q3 		$2.61M Hold
23,065
– – 1.69% 12
2021
Q2 		$2.39M Hold
23,065
– – 1.68% 14
2021
Q1 		$1.93M Hold
23,065
– – 1.44% 17
2020
Q4 		$2.1M Buy
+23,065
New +$1.91M 1.89% 12

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

Sittner & Nelson's EW Position: Q1 2026 in Review

Sittner & Nelson reduced its Edwards Lifesciences (EW) stake by 1.2% in Q1 2026, selling an estimated $24.7K and leaving 24,275 shares worth $1.94M. The position accounts for 0.71% of the portfolio, ranked #31.

Sittner & Nelson first reported a position in EW in Q4 2020 and has held it in 22 quarters since. The position peaked at $3M in Q4 2021. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Sittner & Nelson held 24,275 shares of Edwards Lifesciences worth $1.94M as of Q1 2026.
  • Sittner & Nelson sold 300 Edwards Lifesciences shares in Q1 2026, an estimated $24.7K.
  • Edwards Lifesciences made up 0.71% of Sittner & Nelson's portfolio in Q1 2026, its #31 holding.
  • Sittner & Nelson first reported a position in Edwards Lifesciences in Q4 2020 and has held it in 22 quarters since.
  • Sittner & Nelson's Edwards Lifesciences position peaked at $3M in Q4 2021.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.