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Synergy Investment Management’s Edwards Lifesciences EW Stock Holding History

Synergy Investment Management’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 		$23.1K Buy
+288
New +$23.7K 0.01% 378
2025
Q2 		– Sell
-302
Closed -$21.9K – 230
2025
Q1 		$21.9K Hold
302
– – 0.01% 303
2024
Q4 		$22.4K Buy
+302
New +$21.1K 0.01% 310

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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

Synergy Investment Management's EW Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Edwards Lifesciences (EW) in Q1 2026: 288 shares worth $23.1K. The stake represents 0.01% of the portfolio and ranks #378 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in EW as recently as Q1 2025.

Synergy Investment Management first reported a position in EW in Q4 2024 and has held it in 3 quarters since. 1,284 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Synergy Investment Management held 288 shares of Edwards Lifesciences worth $23.1K as of Q1 2026.
  • Edwards Lifesciences was a new Synergy Investment Management position in Q1 2026.
  • Edwards Lifesciences made up 0.01% of Synergy Investment Management's portfolio in Q1 2026, its #378 holding.
  • Synergy Investment Management first reported a position in Edwards Lifesciences in Q4 2024 and has held it in 3 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.