Wilson Asset Management’s Edwards Lifesciences EW Stock Holding History

Wilson Asset 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	$11.6M	Hold	144,918	–	–	3.28%	15
2025 Q4	$12.4M	Sell	144,918 -4,905	-3%	-$403K	3.17%	13
2025 Q3	$11.7M	Buy	149,823 +3,317	+2%	+$259K	2.88%	13
2025 Q2	$11.5M	Buy	146,506 +7,713	+6%	+$575K	2.82%	17
2025 Q1	$10.1M	Hold	138,793	–	–	2.69%	17
2024 Q4	$10.3M	Sell	138,793 -207,798	-60%	-$14.5M	2.66%	20
2024 Q3	$22.9M	Buy	346,591 +95,592	+38%	+$6.95M	5.55%	7
2024 Q2	$23.2M	Sell	250,999 -2,099	-0.8%	-$186K	6.07%	4
2024 Q1	$24.2M	Sell	253,098 -52,128	-17%	-$4.38M	6.25%	3
2023 Q4	$23.3M	Hold	305,226	–	–	6.49%	4
2023 Q3	$21.4M	Buy	305,226 +101,900	+50%	+$8.19M	6.13%	6
2023 Q2	$19.2M	Hold	203,326	–	–	5.23%	8
2023 Q1	$16.8M	Buy	203,326 +104,037	+105%	+$8.18M	4.66%	11
2022 Q4	$7.41M	Buy	+99,289	New	+$7.65M	2.25%	17

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 $167B AUM 44.17% 1-Year Est. Return

Wilson Asset Management's EW Position: Q1 2026 in Review

Wilson Asset Management held its Edwards Lifesciences (EW) position steady in Q1 2026 at 144,918 shares worth $11.6M. The position accounts for 3.28% of the portfolio, ranked #15.

Wilson Asset Management first reported a position in EW in Q4 2022 and has held it in 14 quarters since. The position peaked at $24.2M in Q1 2024. 1,285 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Wilson Asset Management held 144,918 shares of Edwards Lifesciences worth $11.6M as of Q1 2026.
Wilson Asset Management left its Edwards Lifesciences share count unchanged in Q1 2026.
Edwards Lifesciences made up 3.28% of Wilson Asset Management's portfolio in Q1 2026, its #15 holding.
Wilson Asset Management first reported a position in Edwards Lifesciences in Q4 2022 and has held it in 14 quarters since.
Wilson Asset Management's Edwards Lifesciences position peaked at $24.2M in Q1 2024.
1,285 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Wilson Asset Management's 13F filing for Q1 2026, filed 12 May 2026.