WestEnd Advisors’s Edwards Lifesciences EW Stock Holding History

WestEnd Advisors’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	$1.28K	Hold	16	–	–	﹤0.01%	203
2025 Q4	$1.36K	Sell	16 -2	-11%	-$164	﹤0.01%	201
2025 Q3	$1.4K	Sell	18 -7	-28%	-$547	﹤0.01%	193
2025 Q2	$1.96K	Buy	25 +3	+14%	+$224	﹤0.01%	150
2025 Q1	$1.59K	Buy	22 +14	+175%	+$1K	﹤0.01%	169
2024 Q4	$592	Buy	8 +1	+14%	+$70	﹤0.01%	160
2024 Q3	$462	Sell	7 -1	-13%	-$73	﹤0.01%	181
2024 Q2	$739	Sell	8 -2	-20%	-$177	﹤0.01%	136
2024 Q1	$956	Buy	10 +1	+11%	+$84	﹤0.01%	117
2023 Q4	$686	Buy	9 +1	+13%	+$70	﹤0.01%	133
2023 Q3	$554	Buy	+8	New	+$643	﹤0.01%	143
2023 Q1	–	Sell	-7	Closed	-$550	–	133
2022 Q4	$522	Sell	7 -1	-13%	-$77	﹤0.01%	143
2022 Q3	$1K	Hold	8	–	–	﹤0.01%	108
2022 Q2	$760	Buy	+8	New	+$828	﹤0.01%	121
2022 Q1	–	Sell	-5	Closed	-$561	–	126
2021 Q4	$647	Buy	+5	New	+$583	﹤0.01%	141
2021 Q3	–	Hold	0	–	–	–	137
2021 Q2	–	Hold	0	–	–	–	139

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

WestEnd Advisors's EW Position: Q1 2026 in Review

WestEnd Advisors held its Edwards Lifesciences (EW) position steady in Q1 2026 at 16 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #203.

WestEnd Advisors first reported a position in EW in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.96K in Q2 2025. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

WestEnd Advisors held 16 shares of Edwards Lifesciences worth $1.28K as of Q1 2026.
WestEnd Advisors left its Edwards Lifesciences share count unchanged in Q1 2026.
Edwards Lifesciences made up ﹤0.01% of WestEnd Advisors's portfolio in Q1 2026, its #203 holding.
WestEnd Advisors first reported a position in Edwards Lifesciences in Q4 2021 and has held it in 15 quarters since.
WestEnd Advisors's Edwards Lifesciences position peaked at $1.96K in Q2 2025.
1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on WestEnd Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.