AWM
EW icon

Abound Wealth Management’s Edwards Lifesciences EW Stock Holding History

Abound Wealth 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
Q2 		$763 Sell
8
-95
-92% -$7.96K ﹤0.01% 865
2026
Q1 		$8.28K Hold
103
– – ﹤0.01% 597
2025
Q4 		$8.82K Sell
103
-1
-1% -$82 ﹤0.01% 528
2025
Q3 		$8.12K Buy
104
+17
+20% +$1.33K ﹤0.01% 533
2025
Q2 		$6.8K Buy
87
+35
+67% +$2.61K ﹤0.01% 512
2025
Q1 		$3.77K Sell
52
-54
-51% -$3.87K ﹤0.01% 594
2024
Q4 		$7.86K Buy
106
+2
+2% +$140 ﹤0.01% 438
2024
Q3 		$6.86K Sell
104
-12
-10% -$872 ﹤0.01% 480
2024
Q2 		$10.7K Hold
116
– – ﹤0.01% 356
2024
Q1 		$11.1K Buy
116
+1
+0.9% +$84 ﹤0.01% 352
2023
Q4 		$8.77K Sell
115
-14
-11% -$974 ﹤0.01% 395
2023
Q3 		$8.94K Sell
129
-6
-4% -$482 ﹤0.01% 353
2023
Q2 		$12.7K Buy
135
+40
+42% +$3.48K 0.01% 298
2023
Q1 		$7.86K Buy
95
+44
+86% +$3.46K ﹤0.01% 321
2022
Q4 		$3.81K Hold
51
– – ﹤0.01% 400
2022
Q3 		$4.21K Buy
+51
New +$4.91K ﹤0.01% 381

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Abound Wealth Management's EW Position: Q2 2026 in Review

Abound Wealth Management reduced its Edwards Lifesciences (EW) stake by 92% in Q2 2026, selling an estimated $7.96K and leaving 8 shares worth $763. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Abound Wealth Management first reported a position in EW in Q3 2022 and has held it in 16 quarters since. The position peaked at $12.7K in Q2 2023. 1,325 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Abound Wealth Management held 8 shares of Edwards Lifesciences worth $763 as of Q2 2026.
  • Abound Wealth Management sold 95 Edwards Lifesciences shares in Q2 2026, an estimated $7.96K.
  • Edwards Lifesciences made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #865 holding.
  • Abound Wealth Management first reported a position in Edwards Lifesciences in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Edwards Lifesciences position peaked at $12.7K in Q2 2023.
  • 1,325 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.