Artisan Mid Cap Fund Q1 2026 Portfolio Activity [Seeking Alpha]
Edwards Lifesciences Corporation (EW)
Last edwards lifesciences corporation earnings: 4/23 04:15 pm
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US:NYSE Investor Relations:
ir.edwards.com
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Source: Seeking Alpha
We also added to Edwards Lifesciences, Waters and Arthur J. Gallagher during the quarter. We ended our investment campaigns in Ares, CCC Intelligent Solutions and Parsons during the quarter. Notable trims during the quarter were Coherent, Wingstop and Astera Labs. MoMo Productions/DigitalVision via Getty Images The following segment was excerpted from the Artisan Mid Cap Fund Q1 2026 Commentary The portfolio generated negative absolute returns but modestly outpaced the Russell Midcap® Growth Index. After a strong performance in 2025, value continued to This article was written by Quick Insights I targeted AI-driven bandwidth demand for SMTC, attractive valuation and electronification tailwinds for TW, and technology transition plus data center catalysts for SITM. I exited due to macro uncertainty, competition, integration delays, and weakened profit cycle visibility, reallocating capital to higher conviction opportunities. I increased positions to capture accelera
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News
- Edwards Lifesciences to Host Earnings Conference Call on April 23, 2026Business Wire
- Edwards Lifesciences (EW) was given a new $95.00 price target by Mizuho.MarketBeat
- Marie O'Malley to Speak on Manufacturing Tradeoffs Panel at MPP West 2026PR Web
- A new valve, a new playbook: How Anteris is trying to reshape a $10B heart market [Yahoo! Finance]Yahoo! Finance
- Edwards Lifesciences (EW) was upgraded by Wolfe Research from "peer perform" to "outperform". They now have a $92.00 price target on the stock.MarketBeat
EW
Earnings
- 2/10/26 - Miss
EW
Sec Filings
- 4/9/26 - Form 4
- 4/6/26 - Form 4
- 4/2/26 - Form 4
- EW's page on the SEC website