Unique Wealth’s Edwards Lifesciences EW Stock Holding History

Unique Wealth’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	–	Sell	-3,291	Closed	-$281K	–	196
2025 Q4	$281K	Sell	3,291 -459	-12%	-$37.7K	0.04%	158
2025 Q3	$292K	Buy	3,750 +68	+2%	+$5.31K	0.04%	150
2025 Q2	$288K	Buy	3,682 +256	+7%	+$19.1K	0.05%	148
2025 Q1	$248K	Buy	+3,426	New	+$245K	0.05%	141

Other funds holding EW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Unique Wealth's EW Position: Q1 2026 in Review

Unique Wealth sold out of Edwards Lifesciences (EW) in Q1 2026, closing a stake of 3,291 shares — an estimated $281K sold.

Unique Wealth first reported a position in EW in Q1 2025 and held it in 4 quarters. The position peaked at $292K in Q3 2025. 1,288 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Unique Wealth reported no remaining Edwards Lifesciences position as of Q1 2026 after selling out during the quarter.
Unique Wealth sold 3,291 Edwards Lifesciences shares in Q1 2026, an estimated $281K.
Unique Wealth first reported a position in Edwards Lifesciences in Q1 2025 and held it in 4 quarters.
Unique Wealth's Edwards Lifesciences position peaked at $292K in Q3 2025.
1,288 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Unique Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.