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Stonebridge Capital Advisors’s Edwards Lifesciences EW Stock Holding History

Stonebridge Capital 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 		$2.02M Sell
25,208
-205
-0.8% -$16.9K 0.14% 90
2025
Q4 		$2.17M Sell
25,413
-547
-2% -$44.9K 0.15% 88
2025
Q3 		$2.02M Sell
25,960
-290
-1% -$22.7K 0.14% 88
2025
Q2 		$2.05M Sell
26,250
-480
-2% -$35.8K 0.16% 85
2025
Q1 		$1.94M Buy
26,730
+736
+3% +$52.7K 0.16% 86
2024
Q4 		$1.92M Sell
25,994
-621
-2% -$43.5K 0.15% 90
2024
Q3 		$1.76M Buy
26,615
+1,299
+5% +$94.4K 0.14% 101
2024
Q2 		$2.34M Buy
25,316
+374
+1% +$33.1K 0.21% 84
2024
Q1 		$2.38M Buy
24,942
+554
+2% +$46.5K 0.21% 89
2023
Q4 		$1.86M Buy
24,388
+1,575
+7% +$110K 0.19% 97
2023
Q3 		$1.58M Buy
22,813
+472
+2% +$37.9K 0.17% 97
2023
Q2 		$2.11M Buy
22,341
+175
+0.8% +$15.2K 0.22% 89
2023
Q1 		$1.83M Buy
22,166
+13,945
+170% +$1.1M 0.21% 92
2022
Q4 		$613K Sell
8,221
-897
-10% -$69.1K 0.07% 131
2022
Q3 		$753K Buy
9,118
+43
+0.5% +$4.14K 0.1% 124
2022
Q2 		$863K Hold
9,075
– – 0.1% 119
2022
Q1 		$1.07M Hold
9,075
– – 0.12% 117
2021
Q4 		$1.18M Hold
9,075
– – 0.13% 112
2021
Q3 		$1.03M Sell
9,075
-9,075
-50% -$1.04M 0.12% 115
2021
Q2 		$1.7M Buy
18,150
+9,075
+100% +$855K 0.11% 120
2021
Q1 		$759K Hold
9,075
– – 0.1% 119
2020
Q4 		$828K Hold
9,075
– – 0.13% 116
2020
Q3 		$724K Hold
9,075
– – 0.13% 110
2020
Q2 		$627K Sell
9,075
-75
-0.8% -$5.33K 0.12% 114
2020
Q1 		$575K Sell
9,150
-300
-3% -$21.6K 0.12% 112
2019
Q4 		$735K Hold
9,450
– – 0.12% 113
2019
Q3 		$693K Sell
9,450
-321
-3% -$22.5K 0.12% 114
2019
Q2 		$602K Hold
9,771
– – 0.11% 122
2019
Q1 		$623K Buy
9,771
+21
+0.2% +$1.2K 0.12% 122
2018
Q4 		$498K Sell
9,750
-240
-2% -$12.1K 0.12% 113
2018
Q3 		$580K Buy
9,990
+240
+2% +$11.7K 0.12% 115
2018
Q2 		$473K Hold
9,750
– – 0.1% 116
2018
Q1 		$453K Sell
9,750
-450
-4% -$19.5K 0.1% 116
2017
Q4 		$383K Sell
10,200
-180
-2% -$6.61K 0.09% 123
2017
Q3 		$378K Hold
10,380
– – 0.09% 122
2017
Q2 		$409K Hold
10,380
– – 0.11% 116
2017
Q1 		$325K Hold
10,380
– – 0.09% 124
2016
Q4 		$324K Hold
10,380
– – 0.1% 122
2016
Q3 		$417K Buy
10,380
+1,620
+18% +$61K 0.13% 113
2016
Q2 		$291K Hold
8,760
– – 0.1% 121
2016
Q1 		$258K Buy
8,760
+360
+4% +$9.93K 0.09% 125
2015
Q4 		$221K Buy
+8,400
New +$218K 0.08% 131
2015
Q3 		– Sell
-10,500
Closed -$249K – 148
2015
Q2 		$249K Hold
10,500
– – 0.1% 129
2015
Q1 		$249K Buy
+10,500
New +$236K 0.1% 131
2014
Q1 		– Sell
-79,710
Closed -$874K – 142
2013
Q4 		$874K Buy
+79,710
New +$899K 0.45% 78

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

Stonebridge Capital Advisors's EW Position: Q1 2026 in Review

Stonebridge Capital Advisors reduced its Edwards Lifesciences (EW) stake by 0.81% in Q1 2026, selling an estimated $16.9K and leaving 25,208 shares worth $2.02M. The position accounts for 0.14% of the portfolio, ranked #90.

Stonebridge Capital Advisors first reported a position in EW in Q4 2013 and has held it in 45 quarters since. The position peaked at $2.38M in Q1 2024. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Stonebridge Capital Advisors held 25,208 shares of Edwards Lifesciences worth $2.02M as of Q1 2026.
  • Stonebridge Capital Advisors sold 205 Edwards Lifesciences shares in Q1 2026, an estimated $16.9K.
  • Edwards Lifesciences made up 0.14% of Stonebridge Capital Advisors's portfolio in Q1 2026, its #90 holding.
  • Stonebridge Capital Advisors first reported a position in Edwards Lifesciences in Q4 2013 and has held it in 45 quarters since.
  • Stonebridge Capital Advisors's Edwards Lifesciences position peaked at $2.38M in Q1 2024.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Stonebridge Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.