Trifecta Capital Advisors’s Edwards Lifesciences EW Stock Holding History

Trifecta Capital 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	$348K	Hold	4,350	–	–	0.05%	79
2025 Q4	$371K	Sell	4,350 -17	-0.4%	-$1.4K	0.05%	80
2025 Q3	$340K	Hold	4,367	–	–	0.05%	82
2025 Q2	$342K	Buy	4,367 +4,350	+25,588%	+$324K	0.06%	80
2025 Q1	$1.23K	Sell	17 -300	-95%	-$21.5K	﹤0.01%	356
2024 Q4	$23.5K	Buy	317 +17	+6%	+$1.19K	﹤0.01%	180
2024 Q3	$19.8K	Hold	300	–	–	﹤0.01%	191
2024 Q2	$27.7K	Hold	300	–	–	0.01%	168
2024 Q1	$28.7K	Hold	300	–	–	0.01%	157
2023 Q4	$22.9K	Hold	300	–	–	0.01%	168
2023 Q3	$20.8K	Hold	300	–	–	0.01%	178
2023 Q2	$28.3K	Hold	300	–	–	0.01%	172
2023 Q1	$24.8K	Sell	300 -80	-21%	-$6.29K	0.01%	175
2022 Q4	$28.4K	Buy	+380	New	+$29.3K	0.01%	153

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

Trifecta Capital Advisors's EW Position: Q1 2026 in Review

Trifecta Capital Advisors held its Edwards Lifesciences (EW) position steady in Q1 2026 at 4,350 shares worth $348K. The position accounts for 0.05% of the portfolio, ranked #79.

Trifecta Capital Advisors first reported a position in EW in Q4 2022 and has held it in 14 quarters since. The position peaked at $371K in Q4 2025. 1,285 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Trifecta Capital Advisors held 4,350 shares of Edwards Lifesciences worth $348K as of Q1 2026.
Trifecta Capital Advisors left its Edwards Lifesciences share count unchanged in Q1 2026.
Edwards Lifesciences made up 0.05% of Trifecta Capital Advisors's portfolio in Q1 2026, its #79 holding.
Trifecta Capital Advisors first reported a position in Edwards Lifesciences in Q4 2022 and has held it in 14 quarters since.
Trifecta Capital Advisors's Edwards Lifesciences position peaked at $371K in Q4 2025.
1,285 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.