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Twin Peaks Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Twin Peaks Wealth 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 		$38.1K Buy
+476
New +$39.2K 0.01% 501
2025
Q3 		– Sell
-283
Closed -$21.8K – 785
2025
Q2 		$21.8K Buy
+283
New +$21.1K 0.01% 574

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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

Twin Peaks Wealth Advisors's EW Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Edwards Lifesciences (EW) in Q1 2026: 476 shares worth $38.1K. The stake represents 0.01% of the portfolio and ranks #501 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in EW as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in EW in Q2 2025 and has held it in 2 quarters since. 1,284 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Twin Peaks Wealth Advisors held 476 shares of Edwards Lifesciences worth $38.1K as of Q1 2026.
  • Edwards Lifesciences was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Edwards Lifesciences made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #501 holding.
  • Twin Peaks Wealth Advisors first reported a position in Edwards Lifesciences in Q2 2025 and has held it in 2 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.