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Acropolis Investment Management’s Edwards Lifesciences EW Stock Holding History

Acropolis Investment 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
Q3 		– Sell
-1,145
Closed -$104K – 387
2026
Q2 		$104K Buy
+1,145
New +$95.9K ﹤0.01% 377
2024
Q4 		– Sell
-2,265
Closed -$149K – 308
2024
Q3 		$149K Sell
2,265
-3
-0.1% -$218 0.01% 259
2024
Q2 		$209K Buy
2,268
+3
+0.1% +$266 0.01% 216
2024
Q1 		$216K Sell
2,265
-600
-21% -$50.4K 0.01% 214
2023
Q4 		$218K Buy
2,865
+1
+0% +$70 0.02% 210
2023
Q3 		$198K Sell
2,864
-2
-0.1% -$161 0.02% 214
2023
Q2 		$270K Buy
2,866
+1
+0% +$87 0.02% 181
2023
Q1 		$237K Hold
2,865
– – 0.02% 186
2022
Q4 		$214K Buy
2,865
+5
+0.2% +$385 0.02% 186
2022
Q3 		$236K Hold
2,860
– – 0.02% 171
2022
Q2 		$272K Hold
2,860
– – 0.03% 166
2022
Q1 		$337K Hold
2,860
– – 0.03% 147
2021
Q4 		$371K Hold
2,860
– – 0.03% 145
2021
Q3 		$323K Hold
2,860
– – 0.04% 147
2021
Q2 		$296K Hold
2,860
– – 0.03% 150
2021
Q1 		$239K Buy
2,860
+600
+27% +$50.7K 0.02% 159
2020
Q4 		$206K Hold
2,260
– – 0.02% 167
2020
Q3 		$180K Buy
+2,260
New +$176K 0.02% 164

Other funds holding EW

JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Acropolis Investment Management's EW Position: Q3 2026 in Review

Acropolis Investment Management sold out of Edwards Lifesciences (EW) in Q3 2026, closing a stake of 1,145 shares — an estimated $104K sold.

Acropolis Investment Management first reported a position in EW in Q3 2020 and held it in 18 quarters. The position peaked at $371K in Q4 2021. 54 funds tracked by Wall St. Rank hold EW as of Q3 2026.

  • Acropolis Investment Management reported no remaining Edwards Lifesciences position as of Q3 2026 after selling out during the quarter.
  • Acropolis Investment Management sold 1,145 Edwards Lifesciences shares in Q3 2026, an estimated $104K.
  • Acropolis Investment Management first reported a position in Edwards Lifesciences in Q3 2020 and held it in 18 quarters.
  • Acropolis Investment Management's Edwards Lifesciences position peaked at $371K in Q4 2021.
  • 54 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.