West Wealth Group’s Edwards Lifesciences EW Stock Holding History

West Wealth Group’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	-2,360	Closed	-$201K	–	133
2025 Q4	$201K	Buy	+2,360	New	+$194K	0.04%	126

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

West Wealth Group's EW Position: Q1 2026 in Review

West Wealth Group sold out of Edwards Lifesciences (EW) in Q1 2026, closing a stake of 2,360 shares — an estimated $201K sold.

West Wealth Group first reported a position in EW in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

West Wealth Group reported no remaining Edwards Lifesciences position as of Q1 2026 after selling out during the quarter.
West Wealth Group sold 2,360 Edwards Lifesciences shares in Q1 2026, an estimated $201K.
West Wealth Group first reported a position in Edwards Lifesciences in Q4 2025 and held it in 1 quarter.
West Wealth Group's Edwards Lifesciences position peaked at $201K in Q4 2025.
1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.