Smartleaf Asset Management’s Edwards Lifesciences EW Stock Holding History

Smartleaf Asset 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	$490K	Buy	6,165 +203	+3%	+$16.7K	0.02%	536
2025 Q4	$514K	Buy	5,962 +222	+4%	+$18.2K	0.02%	522
2025 Q3	$443K	Buy	5,740 +1,398	+32%	+$109K	0.03%	503
2025 Q2	$340K	Sell	4,342 -383	-8%	-$28.6K	0.03%	449
2025 Q1	$335K	Sell	4,725 -1,064	-18%	-$76.2K	0.03%	444
2024 Q4	$430K	Buy	5,789 +797	+16%	+$55.8K	0.04%	358
2024 Q3	$332K	Buy	4,992 +1,576	+46%	+$115K	0.04%	362
2024 Q2	$319K	Buy	3,416 +1,913	+127%	+$169K	0.05%	306
2024 Q1	$143K	Buy	1,503 +1,119	+291%	+$94K	0.03%	437
2023 Q4	$28.2K	Buy	+384	New	+$26.7K	0.01%	623

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

Smartleaf Asset Management's EW Position: Q1 2026 in Review

Smartleaf Asset Management increased its Edwards Lifesciences (EW) stake by 3.4% in Q1 2026, buying an estimated $16.7K and bringing the position to 6,165 shares worth $490K. The position accounts for 0.02% of the portfolio, ranked #536.

Smartleaf Asset Management first reported a position in EW in Q4 2023 and has held it in 10 quarters since. The position peaked at $514K in Q4 2025. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Smartleaf Asset Management held 6,165 shares of Edwards Lifesciences worth $490K as of Q1 2026.
Smartleaf Asset Management bought 203 Edwards Lifesciences shares in Q1 2026, an estimated $16.7K.
Edwards Lifesciences made up 0.02% of Smartleaf Asset Management's portfolio in Q1 2026, its #536 holding.
Smartleaf Asset Management first reported a position in Edwards Lifesciences in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's Edwards Lifesciences position peaked at $514K in Q4 2025.
1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

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