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Summit Trail Advisors’s Edwards Lifesciences EW Stock Holding History

Summit Trail 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 		$2.43M Sell
30,314
-12,690
-30% -$1.05M 0.03% 410
2025
Q4 		$3.67M Sell
43,004
-157
-0.4% -$12.9K 0.06% 182
2025
Q3 		$3.36M Buy
43,161
+7,064
+20% +$552K 0.05% 223
2025
Q2 		$2.82M Buy
+36,097
New +$2.69M 0.05% 197
2024
Q4 		– Sell
-13,916
Closed -$918K – 512
2024
Q3 		$918K Buy
13,916
+103
+0.7% +$7.48K 0.02% 280
2024
Q2 		$1.28M Buy
13,813
+102
+0.7% +$9.03K 0.03% 198
2024
Q1 		$1.31M Buy
13,711
+189
+1% +$15.9K 0.03% 176
2023
Q4 		$1.03M Buy
13,522
+192
+1% +$13.4K 0.03% 172
2023
Q3 		$924K Buy
+13,330
New +$1.07M 0.03% 177
2023
Q2 		– Sell
-3,560
Closed -$295K – 543
2023
Q1 		$295K Buy
3,560
+657
+23% +$51.6K 0.01% 324
2022
Q4 		$217K Buy
+2,903
New +$224K 0.01% 345
2022
Q3 		– Sell
-2,501
Closed -$238K – 387
2022
Q2 		$238K Buy
+2,501
New +$259K 0.01% 315
2022
Q1 		– Sell
-2,837
Closed -$368K – 342
2021
Q4 		$368K Buy
2,837
+311
+12% +$36.3K 0.02% 200
2021
Q3 		$286K Buy
2,526
+164
+7% +$18.7K 0.02% 204
2021
Q2 		$245K Buy
+2,362
New +$223K 0.02% 191
2020
Q4 		– Sell
-2,631
Closed -$211K – 214
2020
Q3 		$211K Buy
+2,631
New +$205K 0.04% 196
2018
Q1 		– Sell
-2,097
Closed -$86K – 822
2017
Q4 		$86K Buy
+2,097
New +$77K 0.01% 668

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 Trail Advisors's EW Position: Q1 2026 in Review

Summit Trail Advisors reduced its Edwards Lifesciences (EW) stake by 30% in Q1 2026, selling an estimated $1.05M and leaving 30,314 shares worth $2.43M. The position accounts for 0.03% of the portfolio, ranked #410.

Summit Trail Advisors first reported a position in EW in Q4 2017 and has held it in 17 quarters since. The position peaked at $3.67M in Q4 2025. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Summit Trail Advisors held 30,314 shares of Edwards Lifesciences worth $2.43M as of Q1 2026.
  • Summit Trail Advisors sold 12,690 Edwards Lifesciences shares in Q1 2026, an estimated $1.05M.
  • Edwards Lifesciences made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #410 holding.
  • Summit Trail Advisors first reported a position in Edwards Lifesciences in Q4 2017 and has held it in 17 quarters since.
  • Summit Trail Advisors's Edwards Lifesciences position peaked at $3.67M in Q4 2025.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.