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Sone Capital Management’s Edwards Lifesciences EW Stock Holding History

Sone 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 		$14.1M Buy
176,039
+150,984
+603% +$12.4M 1.18% 32
2025
Q4 		$2.14M Sell
25,055
-6,848
-21% -$562K 0.17% 92
2025
Q3 		$2.48M Buy
31,903
+28,194
+760% +$2.2M 0.21% 92
2025
Q2 		$290K Buy
+3,709
New +$277K 0.03% 97

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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

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

Sone Capital Management increased its Edwards Lifesciences (EW) stake by 603% in Q1 2026, buying an estimated $12.4M and bringing the position to 176,039 shares worth $14.1M. The position accounts for 1.18% of the portfolio, ranked #32.

Sone Capital Management first reported a position in EW in Q2 2025 and has held it in 4 quarters since. 1,284 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Sone Capital Management held 176,039 shares of Edwards Lifesciences worth $14.1M as of Q1 2026.
  • Sone Capital Management bought 150,984 Edwards Lifesciences shares in Q1 2026, an estimated $12.4M.
  • Edwards Lifesciences made up 1.18% of Sone Capital Management's portfolio in Q1 2026, its #32 holding.
  • Sone Capital Management first reported a position in Edwards Lifesciences in Q2 2025 and has held it in 4 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

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