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Strategic Wealth Partners’s Edwards Lifesciences EW Stock Holding History

Strategic Wealth Partners’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 		$265K Hold
3,303
– – 0.02% 267
2025
Q4 		$282K Sell
3,303
-1,218
-27% -$100K 0.02% 274
2025
Q3 		$352K Buy
4,521
+920
+26% +$71.9K 0.03% 263
2025
Q2 		$282K Buy
+3,601
New +$269K 0.02% 281
2024
Q4 		$366K Sell
4,811
-440
-8% -$30.8K 0.03% 242
2024
Q3 		$347K Sell
5,251
-15,146
-74% -$1.1M 0.03% 236
2024
Q2 		$1.88M Buy
20,397
+1,610
+9% +$143K 0.2% 94
2024
Q1 		$1.8M Buy
18,787
+4,264
+29% +$358K 0.2% 95
2023
Q4 		$1.11M Buy
14,523
+3,565
+33% +$248K 0.14% 122
2023
Q3 		$759K Buy
10,958
+7,225
+194% +$581K 0.1% 168
2023
Q2 		$352K Sell
3,733
-40
-1% -$3.48K 0.05% 231
2023
Q1 		$312K Sell
3,773
-3,713
-50% -$292K 0.05% 211
2022
Q4 		$559K Sell
7,486
-7,801
-51% -$601K 0.1% 160
2022
Q3 		$1.26M Buy
15,287
+207
+1% +$19.9K 0.27% 111
2022
Q2 		$1.43M Sell
15,080
-4,581
-23% -$474K 0.31% 97
2022
Q1 		$2.31M Buy
19,661
+406
+2% +$45.5K 0.45% 76
2021
Q4 		$2.49M Buy
19,255
+1,934
+11% +$226K 0.47% 66
2021
Q3 		$1.96M Buy
17,321
+1,900
+12% +$217K 0.58% 40
2021
Q2 		$1.6M Buy
15,421
+6,227
+68% +$587K 0.52% 46
2021
Q1 		$769K Buy
9,194
+1,611
+21% +$136K 0.31% 83
2020
Q4 		$692K Buy
7,583
+2,149
+40% +$178K 0.29% 88
2020
Q3 		$434K Buy
+5,434
New +$424K 0.22% 106
2019
Q2 		– Sell
-84
Closed -$5K – 754
2019
Q1 		$5K Hold
84
– – ﹤0.01% 626
2018
Q4 		$4K Buy
+84
New +$4.25K ﹤0.01% 588
2018
Q3 		– Sell
-60
Closed -$3K – 653
2018
Q2 		$3K Sell
60
-171
-74% -$7.98K ﹤0.01% 667
2018
Q1 		$11K Buy
231
+60
+35% +$2.61K 0.01% 474
2017
Q4 		$6K Buy
+171
New +$6.28K ﹤0.01% 582

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

Strategic Wealth Partners's EW Position: Q1 2026 in Review

Strategic Wealth Partners held its Edwards Lifesciences (EW) position steady in Q1 2026 at 3,303 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #267.

Strategic Wealth Partners first reported a position in EW in Q4 2017 and has held it in 27 quarters since. The position peaked at $2.49M in Q4 2021. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Strategic Wealth Partners held 3,303 shares of Edwards Lifesciences worth $265K as of Q1 2026.
  • Strategic Wealth Partners left its Edwards Lifesciences share count unchanged in Q1 2026.
  • Edwards Lifesciences made up 0.02% of Strategic Wealth Partners's portfolio in Q1 2026, its #267 holding.
  • Strategic Wealth Partners first reported a position in Edwards Lifesciences in Q4 2017 and has held it in 27 quarters since.
  • Strategic Wealth Partners's Edwards Lifesciences position peaked at $2.49M in Q4 2021.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.