WealthShield Partners’s Edwards Lifesciences EW Stock Holding History

WealthShield Partners’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	$2.18M	Buy	27,185 +553	+2%	+$45.6K	0.24%	118
2025 Q4	$2.27M	Buy	26,632 +851	+3%	+$69.8K	0.25%	108
2025 Q3	$2M	Buy	25,781 +439	+2%	+$34.3K	0.23%	118
2025 Q2	$1.98M	Buy	+25,342	New	+$1.89M	0.24%	119
2023 Q3	–	Sell	-20,312	Closed	-$1.92M	–	490
2023 Q2	$1.92M	Sell	20,312 -4,209	-17%	-$366K	0.29%	95
2023 Q1	$2.03M	Buy	+24,521	New	+$1.93M	0.33%	79
2022 Q4	–	Sell	-16,191	Closed	-$1.34M	–	297
2022 Q3	$1.34M	Buy	16,191 +1,180	+8%	+$114K	0.27%	99
2022 Q2	$1.43M	Buy	15,011 +1,151	+8%	+$119K	0.28%	87
2022 Q1	$1.63M	Buy	13,860 +2,010	+17%	+$225K	0.26%	89
2021 Q4	$1.53M	Buy	11,850 +1,950	+20%	+$227K	0.26%	85
2021 Q3	$1.12M	Buy	9,900 +9,451	+2,105%	+$1.08M	0.3%	73
2021 Q2	$47K	Buy	+449	New	+$42.3K	0.01%	485
2021 Q1	–	Sell	-5,205	Closed	-$474K	–	1149
2020 Q4	$474K	Buy	5,205 +910	+21%	+$75.5K	0.09%	178
2020 Q3	$343K	Buy	+4,295	New	+$335K	0.12%	176

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

WealthShield Partners's EW Position: Q1 2026 in Review

WealthShield Partners increased its Edwards Lifesciences (EW) stake by 2.1% in Q1 2026, buying an estimated $45.6K and bringing the position to 27,185 shares worth $2.18M. The position accounts for 0.24% of the portfolio, ranked #118.

WealthShield Partners first reported a position in EW in Q3 2020 and has held it in 14 quarters since. The position peaked at $2.27M in Q4 2025. 1,285 funds tracked by Wall St. Rank hold EW as of Q1 2026.

WealthShield Partners held 27,185 shares of Edwards Lifesciences worth $2.18M as of Q1 2026.
WealthShield Partners bought 553 Edwards Lifesciences shares in Q1 2026, an estimated $45.6K.
Edwards Lifesciences made up 0.24% of WealthShield Partners's portfolio in Q1 2026, its #118 holding.
WealthShield Partners first reported a position in Edwards Lifesciences in Q3 2020 and has held it in 14 quarters since.
WealthShield Partners's Edwards Lifesciences position peaked at $2.27M in Q4 2025.
1,285 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.