Sunbelt Securities’s Edwards Lifesciences EW Stock Holding History

Sunbelt Securities’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	$51.8K	Sell	647 -15	-2%	-$1.24K	﹤0.01%	1007
2025 Q4	$56.4K	Buy	662 +7	+1%	+$574	﹤0.01%	965
2025 Q3	$50.9K	Buy	655 +55	+9%	+$4.3K	﹤0.01%	998
2025 Q2	$44.4K	Hold	600	–	–	﹤0.01%	972
2025 Q1	$43.5K	Hold	600	–	–	﹤0.01%	943
2024 Q4	$44.5K	Sell	600 -29	-5%	-$2.03K	﹤0.01%	970
2024 Q3	$41.5K	Hold	629	–	–	﹤0.01%	989
2024 Q2	$58.1K	Hold	629	–	–	0.01%	863
2024 Q1	$60.1K	Hold	629	–	–	0.01%	834
2023 Q4	$48K	Hold	629	–	–	0.01%	828
2023 Q3	$43.6K	Hold	629	–	–	0.01%	838
2023 Q2	$59.3K	Buy	629 +29	+5%	+$2.52K	0.01%	752
2023 Q1	$48.9K	Buy	+600	New	+$47.2K	0.01%	750
2020 Q1	–	Sell	-3,384	Closed	-$263K	–	459
2019 Q4	$263K	Buy	+3,384	New	+$264K	0.03%	473

Other funds holding EW

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Sunbelt Securities's EW Position: Q1 2026 in Review

Sunbelt Securities reduced its Edwards Lifesciences (EW) stake by 2.3% in Q1 2026, selling an estimated $1.24K and leaving 647 shares worth $51.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Sunbelt Securities first reported a position in EW in Q4 2019 and has held it in 14 quarters since. The position peaked at $263K in Q4 2019. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Sunbelt Securities held 647 shares of Edwards Lifesciences worth $51.8K as of Q1 2026.
Sunbelt Securities sold 15 Edwards Lifesciences shares in Q1 2026, an estimated $1.24K.
Edwards Lifesciences made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1007 holding.
Sunbelt Securities first reported a position in Edwards Lifesciences in Q4 2019 and has held it in 14 quarters since.
Sunbelt Securities's Edwards Lifesciences position peaked at $263K in Q4 2019.
1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.