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Soltis Investment Advisors’s Edwards Lifesciences EW Stock Holding History

Soltis Investment Advisors’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 		$576K Buy
7,197
+342
+5% +$28.2K 0.04% 313
2025
Q4 		$584K Buy
6,855
+1
+0% +$82 0.04% 303
2025
Q3 		$533K Buy
6,854
+2
+0% +$156 0.04% 287
2025
Q2 		$536K Sell
6,852
-275
-4% -$20.5K 0.04% 247
2025
Q1 		$517K Buy
7,127
+41
+0.6% +$2.94K 0.05% 237
2024
Q4 		$525K Buy
7,086
+86
+1% +$6.02K 0.05% 232
2024
Q3 		$462K Sell
7,000
-149
-2% -$10.8K 0.05% 230
2024
Q2 		$660K Buy
7,149
+179
+3% +$15.9K 0.07% 181
2024
Q1 		$666K Buy
6,970
+8
+0.1% +$672 0.07% 175
2023
Q4 		$531K Sell
6,962
-143
-2% -$9.95K 0.06% 181
2023
Q3 		$492K Buy
7,105
+34
+0.5% +$2.73K 0.06% 172
2023
Q2 		$667K Buy
7,071
+2
+0% +$174 0.08% 149
2023
Q1 		$585K Buy
7,069
+16
+0.2% +$1.26K 0.07% 157
2022
Q4 		$526K Buy
+7,053
New +$544K 0.07% 167

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

Soltis Investment Advisors's EW Position: Q1 2026 in Review

Soltis Investment Advisors increased its Edwards Lifesciences (EW) stake by 5% in Q1 2026, buying an estimated $28.2K and bringing the position to 7,197 shares worth $576K. The position accounts for 0.04% of the portfolio, ranked #313.

Soltis Investment Advisors first reported a position in EW in Q4 2022 and has held it in 14 quarters since. The position peaked at $667K in Q2 2023. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Soltis Investment Advisors held 7,197 shares of Edwards Lifesciences worth $576K as of Q1 2026.
  • Soltis Investment Advisors bought 342 Edwards Lifesciences shares in Q1 2026, an estimated $28.2K.
  • Edwards Lifesciences made up 0.04% of Soltis Investment Advisors's portfolio in Q1 2026, its #313 holding.
  • Soltis Investment Advisors first reported a position in Edwards Lifesciences in Q4 2022 and has held it in 14 quarters since.
  • Soltis Investment Advisors's Edwards Lifesciences position peaked at $667K in Q2 2023.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.