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Waverly Advisors’s Edwards Lifesciences EW Stock Holding History

Waverly 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 		$2.69M Buy
33,583
+991
+3% +$81.7K 0.02% 583
2025
Q4 		$2.78M Buy
32,592
+9,198
+39% +$755K 0.02% 515
2025
Q3 		$1.82M Buy
23,394
+1,101
+5% +$86K 0.02% 523
2025
Q2 		$1.74M Sell
22,293
-1,916
-8% -$143K 0.02% 517
2025
Q1 		$1.75M Buy
24,209
+6,895
+40% +$494K 0.02% 501
2024
Q4 		$1.28M Buy
17,314
+11,963
+224% +$837K 0.02% 470
2024
Q3 		$353K Buy
5,351
+113
+2% +$8.21K 0.01% 645
2024
Q2 		$484K Buy
5,238
+24
+0.5% +$2.13K 0.01% 583
2024
Q1 		$498K Buy
5,214
+1,849
+55% +$155K 0.01% 478
2023
Q4 		$257K Sell
3,365
-250
-7% -$17.4K 0.01% 385
2023
Q3 		$250K Buy
3,615
+3
+0.1% +$241 0.01% 356
2023
Q2 		$341K Buy
3,612
+216
+6% +$18.8K 0.01% 284
2023
Q1 		$281K Buy
3,396
+250
+8% +$19.7K 0.01% 244
2022
Q4 		$235K Buy
3,146
+113
+4% +$8.71K 0.01% 247
2022
Q3 		$251K Buy
3,033
+316
+12% +$30.4K 0.02% 209
2022
Q2 		$259K Buy
2,717
+927
+52% +$96K 0.02% 179
2022
Q1 		$210K Buy
+1,790
New +$201K 0.02% 191
2021
Q4 		– Sell
-2,894
Closed -$331K – 209
2021
Q3 		$331K Buy
2,894
+445
+18% +$50.8K 0.03% 162
2021
Q2 		$277K Buy
+2,449
New +$231K 0.03% 161
2015
Q4 		– Sell
-348
Closed -$8K – 209
2015
Q3 		$8K Hold
348
– – 0.01% 355
2015
Q2 		$8K Buy
+348
New +$7.85K ﹤0.01% 289

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

Waverly Advisors's EW Position: Q1 2026 in Review

Waverly Advisors increased its Edwards Lifesciences (EW) stake by 3% in Q1 2026, buying an estimated $81.7K and bringing the position to 33,583 shares worth $2.69M. The position accounts for 0.02% of the portfolio, ranked #583.

Waverly Advisors first reported a position in EW in Q2 2015 and has held it in 21 quarters since. The position peaked at $2.78M in Q4 2025. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Waverly Advisors held 33,583 shares of Edwards Lifesciences worth $2.69M as of Q1 2026.
  • Waverly Advisors bought 991 Edwards Lifesciences shares in Q1 2026, an estimated $81.7K.
  • Edwards Lifesciences made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #583 holding.
  • Waverly Advisors first reported a position in Edwards Lifesciences in Q2 2015 and has held it in 21 quarters since.
  • Waverly Advisors's Edwards Lifesciences position peaked at $2.78M in Q4 2025.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.