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Spectrum Asset Management (California)’s Edwards Lifesciences EW Stock Holding History

Spectrum Asset Management (California)’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 		$2.88M Buy
35,995
+225
+0.6% +$18.6K 0.92% 38
2025
Q4 		$3.05M Sell
35,770
-3,190
-8% -$262K 1.02% 37
2025
Q3 		$3.03M Sell
38,960
-123
-0.3% -$9.61K 1.07% 34
2025
Q2 		$3.06M Buy
39,083
+540
+1% +$40.3K 1.33% 30
2025
Q1 		$2.79M Buy
38,543
+2,910
+8% +$208K 1.24% 33
2024
Q4 		$2.64M Sell
35,633
-2,421
-6% -$169K 1.19% 34
2024
Q3 		$2.51M Buy
38,054
+35,423
+1,346% +$2.57M 1.06% 35
2024
Q2 		$243K Buy
+2,631
New +$233K 0.11% 85
2024
Q1 		– Sell
-2,761
Closed -$211K – 104
2023
Q4 		$211K Buy
+2,761
New +$192K 0.09% 81
2023
Q3 		– Sell
-2,736
Closed -$258K – 94
2023
Q2 		$258K Hold
2,736
– – 0.13% 75
2023
Q1 		$226K Hold
2,736
– – 0.11% 83
2022
Q4 		$204K Hold
2,736
– – 0.1% 92
2022
Q3 		$226K Hold
2,736
– – 0.12% 82
2022
Q2 		$260K Buy
2,736
+20
+0.7% +$2.07K 0.13% 83
2022
Q1 		$320K Buy
2,716
+40
+1% +$4.49K 0.13% 88
2021
Q4 		$347K Hold
2,676
– – 0.1% 99
2021
Q3 		$303K Sell
2,676
-889
-25% -$101K 0.09% 99
2021
Q2 		$369K Hold
3,565
– – 0.11% 95
2021
Q1 		$298K Buy
3,565
+120
+3% +$10.1K 0.09% 103
2020
Q4 		$314K Buy
+3,445
New +$286K 0.11% 88
2018
Q2 		– Sell
-13,980
Closed -$593K – 66
2018
Q1 		$593K Sell
13,980
-3,405
-20% -$148K 0.52% 40
2017
Q4 		$653K Buy
17,385
+1,200
+7% +$44K 0.5% 45
2017
Q3 		$590K Sell
16,185
-1,800
-10% -$68.7K 0.51% 39
2017
Q2 		$709K Sell
17,985
-150
-0.8% -$5.47K 0.65% 35
2017
Q1 		$569K Hold
18,135
– – 0.52% 43
2016
Q4 		$566K Buy
+18,135
New +$588K 0.55% 41

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

Spectrum Asset Management (California)'s EW Position: Q1 2026 in Review

Spectrum Asset Management (California) increased its Edwards Lifesciences (EW) stake by 0.63% in Q1 2026, buying an estimated $18.6K and bringing the position to 35,995 shares worth $2.88M. The position accounts for 0.92% of the portfolio, ranked #38.

Spectrum Asset Management (California) first reported a position in EW in Q4 2016 and has held it in 26 quarters since. The position peaked at $3.06M in Q2 2025. 1,284 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Spectrum Asset Management (California) held 35,995 shares of Edwards Lifesciences worth $2.88M as of Q1 2026.
  • Spectrum Asset Management (California) bought 225 Edwards Lifesciences shares in Q1 2026, an estimated $18.6K.
  • Edwards Lifesciences made up 0.92% of Spectrum Asset Management (California)'s portfolio in Q1 2026, its #38 holding.
  • Spectrum Asset Management (California) first reported a position in Edwards Lifesciences in Q4 2016 and has held it in 26 quarters since.
  • Spectrum Asset Management (California)'s Edwards Lifesciences position peaked at $3.06M in Q2 2025.
  • 1,284 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Spectrum Asset Management (California)'s 13F filing for Q1 2026, filed 22 Apr 2026.