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Sound View Wealth Advisors Group’s Edwards Lifesciences EW Stock Holding History

Sound View Wealth Advisors Group’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 		$374K Sell
4,665
-15
-0.3% -$1.24K 0.03% 311
2025
Q4 		$399K Sell
4,680
-281
-6% -$23.1K 0.03% 306
2025
Q3 		$386K Buy
4,961
+11
+0.2% +$859 0.03% 311
2025
Q2 		$387K Buy
4,950
+36
+0.7% +$2.69K 0.03% 310
2025
Q1 		$356K Buy
4,914
+223
+5% +$16K 0.03% 310
2024
Q4 		$347K Sell
4,691
-336
-7% -$23.5K 0.03% 315
2024
Q3 		$332K Buy
5,027
+912
+22% +$66.3K 0.03% 319
2024
Q2 		$380K Hold
4,115
– – 0.04% 268
2024
Q1 		$393K Sell
4,115
-21
-0.5% -$1.76K 0.04% 269
2023
Q4 		$315K Hold
4,136
– – 0.03% 296
2023
Q3 		$287K Buy
4,136
+276
+7% +$22.2K 0.04% 295
2023
Q2 		$364K Sell
3,860
-291
-7% -$25.3K 0.05% 265
2023
Q1 		$343K Buy
4,151
+15
+0.4% +$1.18K 0.05% 267
2022
Q4 		$315K Buy
+4,136
New +$319K 0.03% 296
2022
Q3 		– Sell
-2,561
Closed -$244K – 273
2022
Q2 		$244K Buy
2,561
+415
+19% +$43K 0.05% 247
2022
Q1 		$253K Buy
2,146
+2
+0.1% +$224 0.05% 259
2021
Q4 		$278K Hold
2,144
– – 0.05% 252
2021
Q3 		$243K Hold
2,144
– – 0.05% 259
2021
Q2 		$222K Buy
+2,144
New +$202K 0.05% 266

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

Sound View Wealth Advisors Group's EW Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Edwards Lifesciences (EW) stake by 0.32% in Q1 2026, selling an estimated $1.24K and leaving 4,665 shares worth $374K. The position accounts for 0.03% of the portfolio, ranked #311.

Sound View Wealth Advisors Group first reported a position in EW in Q2 2021 and has held it in 19 quarters since. The position peaked at $399K in Q4 2025. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Sound View Wealth Advisors Group held 4,665 shares of Edwards Lifesciences worth $374K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 15 Edwards Lifesciences shares in Q1 2026, an estimated $1.24K.
  • Edwards Lifesciences made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #311 holding.
  • Sound View Wealth Advisors Group first reported a position in Edwards Lifesciences in Q2 2021 and has held it in 19 quarters since.
  • Sound View Wealth Advisors Group's Edwards Lifesciences position peaked at $399K in Q4 2025.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.