Edwards Lifesciences Corporation
MX ˙ BMV ˙ US28176E1082
SecurityMX:EW / Edwards Lifesciences Corporation
InstitutionAptus Capital Advisors, LLC
Latest Disclosed Ownership7,667 shares
Latest Disclosed Value $ 613,973
Aptus Capital Advisors, LLC reports 36.73% decrease in ownership of EW / Edwards Lifesciences Corporation

On May 11, 2026 - Aptus Capital Advisors, LLC filed a 13F-HR form disclosing ownership of 7,667 shares of Edwards Lifesciences Corporation (MX:EW) valued at $613,973 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 12,117 shares of Edwards Lifesciences Corporation. This represents a change in shares of -36.73% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F EDWARDS LIFESCIENCES COM 28176E108 7,667 -4,450 -36.73 614 -40.60 0.0047
2026-02-13 2025-12-31 13F EDWARDS LIFESCIENCES COM 28176E108 12,117 2,750 29.36 1,033 41.76 0.0074
2025-11-12 2025-09-30 13F EDWARDS LIFESCIENCES COM 28176E108 9,367 -5,815 -38.30 728 -38.67 0.0053
2025-08-11 2025-06-30 13F EDWARDS LIFESCIENCES COM 28176E108 15,182 4,796 46.18 1,187 57.85 0.0097
2025-05-13 2025-03-31 13F EDWARDS LIFESCIENCES COM 28176E108 10,386 385 3.85 753 1.62 0.0077
2025-02-14 2024-12-31 13F EDWARDS LIFESCIENCES COM 28176E108 10,001 2,052 25.81 740 41.22 0.0078
2024-11-05 2024-09-30 13F EDWARDS LIFESCIENCES COM 28176E108 7,949 -222 -2.72 525 -30.50 0.0078
2024-07-31 2024-06-30 13F EDWARDS LIFESCIENCES COM 28176E108 8,171 261 3.30 755 -0.13 0.0133
2024-05-15 2024-03-31 13F EDWARDS LIFESCIENCES COM 28176E108 7,910 2,316 41.40 756 77.23 0.0141
2024-02-13 2023-12-31 13F EDWARDS LIFESCIENCES COM 28176E108 5,594 -776 -12.18 427 -3.40 0.0117
2023-11-08 2023-09-30 13F EDWARDS LIFESCIENCES COM 28176E108 6,370 2,587 68.38 441 23.88 0.0120
2023-08-11 2023-06-30 13F EDWARDS LIFESCIENCES COM 28176E108 3,783 155 4.27 357 18.67 0.0086
2023-05-09 2023-03-31 13F EDWARDS LIFESCIENCES COM 28176E108 3,628 -371 -9.28 300 0.67 0.0081
2023-02-13 2022-12-31 13F EDWARDS LIFESCIENCES COM 28176E108 3,999 -225 -5.33 298 -14.61 0.0092
2022-11-02 2022-09-30 13F EDWARDS LIFESCIENCES COM 28176E108 4,224 -363 -7.91 349 -19.95 0.0084
2022-07-29 2022-06-30 13F EDWARDS LIFESCIENCES COM 28176E108 4,587 243 5.59 436 -14.68 0.0113
2022-05-04 2022-03-31 13F EDWARDS LIFESCIENCES COM 28176E108 4,344 -34,144 -88.71 511 -89.75 0.0127
2022-02-02 2021-12-31 13F EDWARDS LIFESCIENCES COM 28176E108 38,488 5,346 16.13 4,986 32.89 0.1497
2021-10-27 2021-09-30 13F EDWARDS LIFESCIENCES COM 28176E108 33,142 2,664 8.74 3,752 18.88 0.0968
2021-07-27 2021-06-30 13F EDWARDS LIFESCIENCES COM 28176E108 30,478 -8,351 -21.51 3,156 -2.80 0.0922
2021-05-06 2021-03-31 13F EDWARDS LIFESCIENCES COM 28176E108 38,829 0 0.00 3,247 -8.33 0.1164
2021-02-10 2020-12-31 13F EDWARDS LIFESCIENCES COM 28176E108 38,829 5,586 16.80 3,542 33.51 0.1622
2020-10-19 2020-09-30 13F EDWARDS LIFESCIENCES COM 28176E108 33,243 33,243 2,653 0.1408
2020-02-10 2019-12-31 13F EDWARDS LIFESCIENCES COM 28176E108 0 -13,195 -100.00 0 -100.00
2019-11-14 2019-09-30 13F/A-1 EDWARDS LIFESCIENCES COM 28176E108 13,195 -1,443 -9.86 2,901 7.29 0.1621
2019-11-12 2019-09-30 13F EDWARDS LIFESCIENCES COM 28176E108 13,195 -1,443 2,901 0.1618
2019-08-13 2019-06-30 13F EDWARDS LIFESCIENCES COM 28176E108 14,638 -857 -5.53 2,704 -8.77 0.3804
2019-05-15 2019-03-31 13F EDWARDS LIFESCIENCES COM 28176E112 15,495 15,495 2,964 0.5063
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.