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UMB Bank’s Edwards Lifesciences EW Stock Holding History

UMB Bank’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 		$194K Sell
2,424
-137
-5% -$11.3K ﹤0.01% 704
2025
Q4 		$218K Buy
2,561
+101
+4% +$8.29K ﹤0.01% 658
2025
Q3 		$191K Sell
2,460
-559
-19% -$43.7K ﹤0.01% 632
2025
Q2 		$236K Buy
3,019
+96
+3% +$7.16K ﹤0.01% 564
2025
Q1 		$212K Sell
2,923
-1,837
-39% -$131K ﹤0.01% 565
2024
Q4 		$352K Sell
4,760
-4,906
-51% -$343K 0.01% 463
2024
Q3 		$638K Sell
9,666
-111,752
-92% -$8.12M 0.01% 374
2024
Q2 		$11.2M Buy
121,418
+3,760
+3% +$333K 0.18% 106
2024
Q1 		$11.2M Buy
117,658
+47,130
+67% +$3.96M 0.18% 110
2023
Q4 		$5.38M Buy
70,528
+58,737
+498% +$4.09M 0.08% 160
2023
Q3 		$817K Sell
11,791
-4,791
-29% -$385K 0.01% 345
2023
Q2 		$1.56M Sell
16,582
-297
-2% -$25.8K 0.02% 283
2023
Q1 		$1.4M Sell
16,879
-2,533
-13% -$199K 0.02% 296
2022
Q4 		$1.45M Sell
19,412
-19,310
-50% -$1.49M 0.02% 293
2022
Q3 		$3.2M Sell
38,722
-100,443
-72% -$9.66M 0.05% 207
2022
Q2 		$13.2M Buy
139,165
+3,903
+3% +$404K 0.21% 106
2022
Q1 		$15.9M Sell
135,262
-135,736
-50% -$15.2M 0.21% 106
2021
Q4 		$35.1M Buy
270,998
+28,151
+12% +$3.28M 0.44% 55
2021
Q3 		$27.5M Buy
242,847
+5,133
+2% +$586K 0.62% 40
2021
Q2 		$24.6M Sell
237,714
-258
-0.1% -$24.3K 0.56% 45
2021
Q1 		$19.9M Buy
237,972
+9,555
+4% +$808K 0.49% 53
2020
Q4 		$20.8M Buy
228,417
+173,165
+313% +$14.4M 0.56% 47
2020
Q3 		$3.82M Hold
55,252
– – 0.12% 133
2020
Q2 		$3.82M Buy
+55,252
New +$3.93M 0.12% 133
2017
Q1 		– Sell
-91,497
Closed -$2.86M – 338
2016
Q4 		$2.86M Buy
91,497
+8,622
+10% +$279K 0.11% 139
2016
Q3 		$3.33M Sell
82,875
-11,820
-12% -$445K 0.13% 129
2016
Q2 		$3.15M Buy
94,695
+40,077
+73% +$1.37M 0.13% 130
2016
Q1 		$1.61M Buy
+54,618
New +$1.51M 0.07% 165

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

UMB Bank's EW Position: Q1 2026 in Review

UMB Bank reduced its Edwards Lifesciences (EW) stake by 5.3% in Q1 2026, selling an estimated $11.3K and leaving 2,424 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

UMB Bank first reported a position in EW in Q1 2016 and has held it in 28 quarters since. The position peaked at $35.1M in Q4 2021. 1,284 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • UMB Bank held 2,424 shares of Edwards Lifesciences worth $194K as of Q1 2026.
  • UMB Bank sold 137 Edwards Lifesciences shares in Q1 2026, an estimated $11.3K.
  • Edwards Lifesciences made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #704 holding.
  • UMB Bank first reported a position in Edwards Lifesciences in Q1 2016 and has held it in 28 quarters since.
  • UMB Bank's Edwards Lifesciences position peaked at $35.1M in Q4 2021.
  • 1,284 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.