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Willow Financial’s Edwards Lifesciences EW Stock Holding History

Willow Financial’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 		$317K Hold
3,959
– – 0.32% 33
2025
Q4 		$338K Buy
+3,959
New +$325K 0.34% 36

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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

Willow Financial's EW Position: Q1 2026 in Review

Willow Financial held its Edwards Lifesciences (EW) position steady in Q1 2026 at 3,959 shares worth $317K. The position accounts for 0.32% of the portfolio, ranked #33.

Willow Financial first reported a position in EW in Q4 2025 and has held it in 2 quarters since. The position peaked at $338K in Q4 2025. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Willow Financial held 3,959 shares of Edwards Lifesciences worth $317K as of Q1 2026.
  • Willow Financial left its Edwards Lifesciences share count unchanged in Q1 2026.
  • Edwards Lifesciences made up 0.32% of Willow Financial's portfolio in Q1 2026, its #33 holding.
  • Willow Financial first reported a position in Edwards Lifesciences in Q4 2025 and has held it in 2 quarters since.
  • Willow Financial's Edwards Lifesciences position peaked at $338K in Q4 2025.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Willow Financial's 13F filing for Q1 2026, filed 21 Apr 2026.