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West Branch Capital’s Edwards Lifesciences EW Stock Holding History

West Branch Capital’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
-150
Closed -$12.8K – 393
2025
Q4 		$12.8K Buy
+150
New +$12.3K ﹤0.01% 234
2025
Q1 		– Sell
-38
Closed -$2.81K – 542
2024
Q4 		$2.81K Buy
+38
New +$2.66K ﹤0.01% 363

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VCM
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VPM
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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

West Branch Capital's EW Position: Q1 2026 in Review

West Branch Capital sold out of Edwards Lifesciences (EW) in Q1 2026, closing a stake of 150 shares — an estimated $12.8K sold.

West Branch Capital first reported a position in EW in Q4 2024 and held it in 2 quarters. The position peaked at $12.8K in Q4 2025. 1,284 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • West Branch Capital reported no remaining Edwards Lifesciences position as of Q1 2026 after selling out during the quarter.
  • West Branch Capital sold 150 Edwards Lifesciences shares in Q1 2026, an estimated $12.8K.
  • West Branch Capital first reported a position in Edwards Lifesciences in Q4 2024 and held it in 2 quarters.
  • West Branch Capital's Edwards Lifesciences position peaked at $12.8K in Q4 2025.
  • 1,284 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on West Branch Capital's 13F filing for Q1 2026, filed 14 Apr 2026.