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Stephens Inc’s Edwards Lifesciences EW Stock Holding History

Stephens Inc’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 		$330K Buy
4,122
+1,323
+47% +$109K ﹤0.01% 999
2025
Q4 		$239K Buy
2,799
+144
+5% +$11.8K ﹤0.01% 1132
2025
Q3 		$206K Buy
+2,655
New +$207K ﹤0.01% 1206
2024
Q3 		– Sell
-3,217
Closed -$297K – 1309
2024
Q2 		$297K Sell
3,217
-1,842
-36% -$163K ﹤0.01% 1007
2024
Q1 		$483K Sell
5,059
-18,132
-78% -$1.52M 0.01% 820
2023
Q4 		$1.77M Sell
23,191
-450
-2% -$31.3K 0.03% 421
2023
Q3 		$1.64M Sell
23,641
-428
-2% -$34.4K 0.03% 416
2023
Q2 		$2.27M Sell
24,069
-18
-0.1% -$1.56K 0.04% 351
2023
Q1 		$1.99M Sell
24,087
-182
-0.7% -$14.3K 0.04% 388
2022
Q4 		$1.81M Sell
24,269
-5,097
-17% -$393K 0.04% 389
2022
Q3 		$2.43M Buy
29,366
+4,644
+19% +$447K 0.05% 328
2022
Q2 		$2.35M Buy
24,722
+240
+1% +$24.8K 0.05% 336
2022
Q1 		$2.88M Sell
24,482
-1,874
-7% -$210K 0.05% 355
2021
Q4 		$3.41M Sell
26,356
-540
-2% -$63K 0.05% 343
2021
Q3 		$3.04M Buy
26,896
+405
+2% +$46.2K 0.05% 370
2021
Q2 		$2.74M Buy
26,491
+517
+2% +$48.7K 0.04% 415
2021
Q1 		$2.17M Buy
25,974
+18,282
+238% +$1.55M 0.04% 443
2020
Q4 		$702K Sell
7,692
-18,102
-70% -$1.5M 0.01% 686
2020
Q3 		$2.06M Buy
25,794
+88
+0.3% +$6.87K 0.04% 381
2020
Q2 		$1.78M Buy
25,706
+2,366
+10% +$168K 0.04% 395
2020
Q1 		$1.47M Buy
23,340
+18,243
+358% +$1.32M 0.04% 400
2019
Q4 		$396K Sell
5,097
-17,349
-77% -$1.35M 0.01% 792
2019
Q3 		$1.65M Buy
22,446
+135
+0.6% +$9.48K 0.04% 440
2019
Q2 		$1.37M Sell
22,311
-24
-0.1% -$1.45K 0.03% 496
2019
Q1 		$1.42M Sell
22,335
-465
-2% -$26.5K 0.03% 482
2018
Q4 		$1.16M Sell
22,800
-6,090
-21% -$308K 0.03% 483
2018
Q3 		$1.68M Buy
+28,890
New +$1.41M 0.04% 439
2017
Q3 		– Sell
-23,493
Closed -$926K – 759
2017
Q2 		$926K Buy
23,493
+273
+1% +$9.96K 0.03% 451
2017
Q1 		$728K Sell
23,220
-1,500
-6% -$47K 0.03% 484
2016
Q4 		$772K Buy
24,720
+5,343
+28% +$173K 0.03% 414
2016
Q3 		$779K Buy
19,377
+867
+5% +$32.7K 0.03% 416
2016
Q2 		$615K Sell
18,510
-1,116
-6% -$38.2K 0.03% 464
2016
Q1 		$577K Sell
19,626
-150
-0.8% -$4.14K 0.03% 437
2015
Q4 		$521K Sell
19,776
-3,882
-16% -$101K 0.03% 441
2015
Q3 		$561K Buy
23,658
+492
+2% +$11.9K 0.03% 424
2015
Q2 		$550K Buy
23,166
+648
+3% +$14.6K 0.03% 483
2015
Q1 		$535K Buy
22,518
+138
+0.6% +$3.1K 0.02% 487
2014
Q4 		$475K Buy
22,380
+2,820
+14% +$56.7K 0.02% 510
2014
Q3 		$333K Hold
19,560
– – 0.02% 587
2014
Q2 		$280K Hold
19,560
– – 0.01% 655
2014
Q1 		$242K Sell
19,560
-1,170
-6% -$13.5K 0.01% 660
2013
Q4 		$227K Sell
20,730
-3,072
-13% -$34.6K 0.01% 736
2013
Q3 		$276K Buy
+23,802
New +$278K 0.01% 622

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

Stephens Inc's EW Position: Q1 2026 in Review

Stephens Inc increased its Edwards Lifesciences (EW) stake by 47% in Q1 2026, buying an estimated $109K and bringing the position to 4,122 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Stephens Inc first reported a position in EW in Q3 2013 and has held it in 43 quarters since. The position peaked at $3.41M in Q4 2021. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Stephens Inc held 4,122 shares of Edwards Lifesciences worth $330K as of Q1 2026.
  • Stephens Inc bought 1,323 Edwards Lifesciences shares in Q1 2026, an estimated $109K.
  • Edwards Lifesciences made up ﹤0.01% of Stephens Inc's portfolio in Q1 2026, its #999 holding.
  • Stephens Inc first reported a position in Edwards Lifesciences in Q3 2013 and has held it in 43 quarters since.
  • Stephens Inc's Edwards Lifesciences position peaked at $3.41M in Q4 2021.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.