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Wealthspire Advisors (New York)’s Edwards Lifesciences EW Stock Holding History

Wealthspire Advisors (New York)’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 		$843K Sell
10,531
-4,807
-31% -$396K 0.01% 444
2025
Q4 		$1.31M Buy
15,338
+3,842
+33% +$315K 0.01% 372
2025
Q3 		$894K Buy
11,496
+2,940
+34% +$230K ﹤0.01% 414
2025
Q2 		$669K Sell
8,556
-1,823
-18% -$136K ﹤0.01% 470
2025
Q1 		$752K Buy
10,379
+630
+6% +$45.1K ﹤0.01% 442
2024
Q4 		$722K Sell
9,749
-1,820
-16% -$127K 0.01% 427
2024
Q3 		$763K Buy
11,569
+1,001
+9% +$72.7K 0.01% 418
2024
Q2 		$976K Sell
10,568
-1,349
-11% -$119K 0.01% 315
2024
Q1 		$1.14M Sell
11,917
-895
-7% -$75.2K 0.02% 295
2023
Q4 		$977K Buy
12,812
+393
+3% +$27.3K 0.01% 314
2023
Q3 		$860K Buy
+12,419
New +$998K 0.01% 299
2023
Q1 		– Sell
-3,124
Closed -$233K – 553
2022
Q4 		$233K Buy
+3,124
New +$241K ﹤0.01% 510
2022
Q1 		– Sell
-2,404
Closed -$311K – 476
2021
Q4 		$311K Buy
2,404
+300
+14% +$35K 0.01% 408
2021
Q3 		$238K Buy
+2,104
New +$240K ﹤0.01% 506
2021
Q2 		– Sell
-8,507
Closed -$712K – 475
2021
Q1 		$712K Buy
8,507
+1,179
+16% +$99.7K 0.02% 325
2020
Q4 		$669K Buy
7,328
+2,207
+43% +$183K 0.02% 259
2020
Q3 		$409K Buy
5,121
+232
+5% +$18.1K 0.02% 197
2020
Q2 		$338K Sell
4,889
-5,824
-54% -$414K 0.02% 190
2020
Q1 		$674K Buy
+10,713
New +$773K 0.03% 254
2019
Q1 		– Sell
-501
Closed -$26K – 290
2018
Q4 		$26K Buy
+501
New +$25.3K ﹤0.01% 284

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $609B AUM 40.19% 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 $167B AUM 44.17% 1-Year Est. Return

Wealthspire Advisors (New York)'s EW Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Edwards Lifesciences (EW) stake by 31% in Q1 2026, selling an estimated $396K and leaving 10,531 shares worth $843K. The position accounts for 0.01% of the portfolio, ranked #444.

Wealthspire Advisors (New York) first reported a position in EW in Q4 2018 and has held it in 20 quarters since. The position peaked at $1.31M in Q4 2025. 1,287 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Wealthspire Advisors (New York) held 10,531 shares of Edwards Lifesciences worth $843K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 4,807 Edwards Lifesciences shares in Q1 2026, an estimated $396K.
  • Edwards Lifesciences made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #444 holding.
  • Wealthspire Advisors (New York) first reported a position in Edwards Lifesciences in Q4 2018 and has held it in 20 quarters since.
  • Wealthspire Advisors (New York)'s Edwards Lifesciences position peaked at $1.31M in Q4 2025.
  • 1,287 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.