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Williams Jones Wealth Management’s Edwards Lifesciences EW Stock Holding History

Williams Jones Wealth Management’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 		$1.38M Buy
17,258
+8
+0% +$660 0.02% 225
2025
Q4 		$1.47M Buy
17,250
+750
+5% +$61.5K 0.02% 225
2025
Q3 		$1.28M Hold
16,500
– – 0.01% 228
2025
Q2 		$1.29M Hold
16,500
– – 0.02% 228
2025
Q1 		$1.2M Sell
16,500
-50
-0.3% -$3.58K 0.02% 224
2024
Q4 		$1.23M Hold
16,550
– – 0.01% 231
2024
Q3 		$1.09M Sell
16,550
-429
-3% -$31.2K 0.01% 251
2024
Q2 		$1.57M Buy
16,979
+429
+3% +$38K 0.02% 216
2024
Q1 		$1.58M Hold
16,550
– – 0.02% 218
2023
Q4 		$1.26M Sell
16,550
-19,567
-54% -$1.36M 0.02% 235
2023
Q3 		$2.5M Sell
36,117
-5,073
-12% -$408K 0.04% 170
2023
Q2 		$3.89M Sell
41,190
-2,273
-5% -$198K 0.06% 143
2023
Q1 		$3.6M Sell
43,463
-9,309
-18% -$732K 0.06% 153
2022
Q4 		$3.94M Sell
52,772
-909
-2% -$70.1K 0.07% 149
2022
Q3 		$4.44M Sell
53,681
-1,439
-3% -$138K 0.08% 142
2022
Q2 		$5.24M Buy
55,120
+13,537
+33% +$1.4M 0.08% 143
2022
Q1 		$4.89M Sell
41,583
-25
-0.1% -$2.81K 0.07% 144
2021
Q4 		$5.39M Buy
41,608
+1
+0% +$117 0.07% 139
2021
Q3 		$4.71M Sell
41,607
-194
-0.5% -$22.1K 0.07% 142
2021
Q2 		$4.33M Sell
41,801
-986
-2% -$92.9K 0.06% 146
2021
Q1 		$3.58M Buy
42,787
+138
+0.3% +$11.7K 0.06% 157
2020
Q4 		$3.89M Sell
42,649
-345
-0.8% -$28.6K 0.06% 147
2020
Q3 		$3.43M Sell
42,994
-1,752
-4% -$137K 0.06% 140
2020
Q2 		$3.09M Buy
44,746
+1,285
+3% +$91.3K 0.06% 135
2020
Q1 		$2.73M Buy
43,461
+29,061
+202% +$2.1M 0.07% 122
2019
Q4 		$1.12M Buy
14,400
+7,053
+96% +$551K 0.02% 197
2019
Q3 		$539K Buy
+7,347
New +$516K 0.01% 259

Other funds holding EW

BlackRock
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
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

Williams Jones Wealth Management's EW Position: Q1 2026 in Review

Williams Jones Wealth Management increased its Edwards Lifesciences (EW) stake by 0.05% in Q1 2026, buying an estimated $660 and bringing the position to 17,258 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #225.

Williams Jones Wealth Management first reported a position in EW in Q3 2019 and has held it in 27 quarters since. The position peaked at $5.39M in Q4 2021. 1,285 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Williams Jones Wealth Management held 17,258 shares of Edwards Lifesciences worth $1.38M as of Q1 2026.
  • Williams Jones Wealth Management bought 8 Edwards Lifesciences shares in Q1 2026, an estimated $660.
  • Edwards Lifesciences made up 0.02% of Williams Jones Wealth Management's portfolio in Q1 2026, its #225 holding.
  • Williams Jones Wealth Management first reported a position in Edwards Lifesciences in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's Edwards Lifesciences position peaked at $5.39M in Q4 2021.
  • 1,285 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.