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Summit Financial’s Edwards Lifesciences EW Stock Holding History

Summit Financial’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 		$466K Buy
5,823
+635
+12% +$52.4K 0.01% 1024
2025
Q4 		$442K Sell
5,188
-3,403
-40% -$279K 0.01% 927
2025
Q3 		$668K Buy
8,591
+4,866
+131% +$380K 0.01% 780
2025
Q2 		$291K Sell
3,725
-396
-10% -$29.5K 0.01% 690
2025
Q1 		$299K Sell
4,121
-1,955
-32% -$140K 0.01% 611
2024
Q4 		$450K Buy
6,076
+288
+5% +$20.2K 0.02% 464
2024
Q3 		$382K Buy
5,788
+1,795
+45% +$130K 0.02% 420
2024
Q2 		$369K Buy
3,993
+1,143
+40% +$101K 0.02% 377
2024
Q1 		$272K Buy
+2,850
New +$239K 0.02% 331
2023
Q4 		– Sell
-9,658
Closed -$669K – 358
2023
Q3 		$669K Buy
9,658
+776
+9% +$62.4K 0.05% 204
2023
Q2 		$838K Buy
+8,882
New +$772K 0.06% 171

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

Summit Financial's EW Position: Q1 2026 in Review

Summit Financial increased its Edwards Lifesciences (EW) stake by 12% in Q1 2026, buying an estimated $52.4K and bringing the position to 5,823 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #1024.

Summit Financial first reported a position in EW in Q2 2023 and has held it in 11 quarters since. The position peaked at $838K in Q2 2023. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Summit Financial held 5,823 shares of Edwards Lifesciences worth $466K as of Q1 2026.
  • Summit Financial bought 635 Edwards Lifesciences shares in Q1 2026, an estimated $52.4K.
  • Edwards Lifesciences made up 0.01% of Summit Financial's portfolio in Q1 2026, its #1024 holding.
  • Summit Financial first reported a position in Edwards Lifesciences in Q2 2023 and has held it in 11 quarters since.
  • Summit Financial's Edwards Lifesciences position peaked at $838K in Q2 2023.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.