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West Family Investments’s Edwards Lifesciences EW Stock Holding History

West Family Investments’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
-2,655
Closed -$226K – 294
2025
Q4 		$226K Hold
2,655
– – 0.05% 318
2025
Q3 		$206K Hold
2,655
– – 0.05% 348
2025
Q2 		$208K Buy
+2,655
New +$198K 0.05% 334
2022
Q3 		– Sell
-2,922
Closed -$278K – 229
2022
Q2 		$278K Buy
2,922
+567
+24% +$58.7K 0.11% 175
2022
Q1 		$277K Sell
2,355
-55
-2% -$6.17K 0.08% 203
2021
Q4 		$312K Hold
2,410
– – 0.09% 193
2021
Q3 		$273K Buy
2,410
+132
+6% +$15.1K 0.07% 228
2021
Q2 		$236K Buy
+2,278
New +$215K 0.06% 287

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

West Family Investments's EW Position: Q1 2026 in Review

West Family Investments sold out of Edwards Lifesciences (EW) in Q1 2026, closing a stake of 2,655 shares — an estimated $226K sold.

West Family Investments first reported a position in EW in Q2 2021 and held it in 8 quarters. The position peaked at $312K in Q4 2021. 1,288 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • West Family Investments reported no remaining Edwards Lifesciences position as of Q1 2026 after selling out during the quarter.
  • West Family Investments sold 2,655 Edwards Lifesciences shares in Q1 2026, an estimated $226K.
  • West Family Investments first reported a position in Edwards Lifesciences in Q2 2021 and held it in 8 quarters.
  • West Family Investments's Edwards Lifesciences position peaked at $312K in Q4 2021.
  • 1,288 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.