EW EDWARDS LIFESCIENCES

Ownership history in Spectrum Asset Management, Inc. (NB/CA)  ·  26 quarters on record

AI Ownership Summary

Spectrum Asset Management, Inc. (NB/CA) reported EDWARDS LIFESCIENCES (EW) in 26 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.33% in 2025 Q2. The latest visible filing shows EW at 0.92% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Spectrum Asset Management, Inc. (NB/CA)'s position in EDWARDS LIFESCIENCES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EW was reported at 0.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.33% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Spectrum Asset Management, Inc. (NB/CA) held EW — position size vs. price
% of Fund (quarterly)    EW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 35,995 +225 +0.6% 0.92% $2.9M 2026-04-22 $81.53
2025 Q4 REDUCED 35,770 -3,190 -8.2% 1.02% $3.0M 2026-01-26 $84.27
2025 Q3 REDUCED 38,960 -123 -0.3% 1.07% $3.0M 2025-10-23 $76.53
2025 Q2 ADDED 39,083 +540 +1.4% 1.33% $3.1M 2025-07-23 $76.91
2025 Q1 ADDED 38,543 +2,910 +8.2% 1.24% $2.8M 2025-04-16 $71.20
2024 Q4 REDUCED 35,633 -2,421 -6.4% 1.19% $2.6M 2025-01-28 $72.56
2024 Q3 ADDED 38,054 +35,423 +1346.4% 1.06% $2.5M 2024-10-22 $69.24
2024 Q2 REDUCED 2,631 -130 -4.7% 0.11% $243K 2024-07-12 $90.99
2023 Q4 ADDED 2,761 +25 +0.9% 0.09% $211K 2024-01-25 $73.55
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Spectrum Asset Management, Inc. (NB/CA) and EW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Spectrum Asset Management, Inc. (NB/CA) reported owning EW?

Spectrum Asset Management, Inc. (NB/CA) reported EW across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EW position in Spectrum Asset Management, Inc. (NB/CA)'s portfolio?

The largest reported portfolio weight for EW was 1.33% in 2025 Q2.

What is the latest reported EW position on this page?

The most recent filing on this page is 2026 Q1, when Spectrum Asset Management, Inc. (NB/CA) reported 35,995 shares, equal to 0.92% of portfolio, with an estimated market value of $2.9M.

What does the chart on this EW ownership page compare?

The chart compares Spectrum Asset Management, Inc. (NB/CA)'s quarterly EW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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