Act Wealth Management’s Edwards Lifesciences EW Stock Holding History

Act 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 Q3	$235K	Hold	2,720	–	–	0.07%	57
2026 Q2	$246K	Hold	2,720	–	–	0.07%	58
2026 Q1	$218K	Hold	2,720	–	–	0.07%	57
2025 Q4	$232K	Hold	2,720	–	–	0.08%	54
2025 Q3	$212K	Hold	2,720	–	–	0.07%	51
2025 Q2	$213K	Buy	+2,720	New	+$203K	0.09%	48
2025 Q1	–	Sell	-2,720	Closed	-$201K	–	54
2024 Q4	$201K	Buy	+2,720	New	+$190K	0.09%	41
2024 Q3	–	Sell	-2,920	Closed	-$270K	–	50
2024 Q2	$270K	Sell	2,920 -100	-3%	-$8.86K	0.13%	29
2024 Q1	$289K	Hold	3,020	–	–	0.15%	26
2023 Q4	$230K	Hold	3,020	–	–	0.12%	34
2023 Q3	$209K	Hold	3,020	–	–	0.14%	32
2023 Q2	$285K	Sell	3,020 -80	-3%	-$6.95K	0.16%	29
2023 Q1	$256K	Hold	3,100	–	–	0.15%	30
2022 Q4	$231K	Hold	3,100	–	–	0.15%	32
2022 Q3	$256K	Hold	3,100	–	–	0.18%	26
2022 Q2	$295K	Hold	3,100	–	–	0.19%	24
2022 Q1	$365K	Sell	3,100 -200	-6%	-$22.4K	0.21%	24
2021 Q4	$428K	Buy	+3,300	New	+$385K	0.25%	21
2021 Q3	–	Sell	-3,300	Closed	-$342K	–	34
2021 Q2	$342K	Hold	3,300	–	–	0.21%	21
2021 Q1	$276K	Buy	+3,300	New	+$279K	0.18%	24

Other funds holding EW

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Seilern Investment Management London, United Kingdom $771M AUM 2.59% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Act Wealth Management's EW Position: Q3 2026 in Review

Act Wealth Management held its Edwards Lifesciences (EW) position steady in Q3 2026 at 2,720 shares worth $235K. The position accounts for 0.07% of the portfolio, ranked #57.

Act Wealth Management first reported a position in EW in Q1 2021 and has held it in 20 quarters since. The position peaked at $428K in Q4 2021. 316 funds tracked by Wall St. Rank hold EW as of Q3 2026.

Act Wealth Management held 2,720 shares of Edwards Lifesciences worth $235K as of Q3 2026.
Act Wealth Management left its Edwards Lifesciences share count unchanged in Q3 2026.
Edwards Lifesciences made up 0.07% of Act Wealth Management's portfolio in Q3 2026, its #57 holding.
Act Wealth Management first reported a position in Edwards Lifesciences in Q1 2021 and has held it in 20 quarters since.
Act Wealth Management's Edwards Lifesciences position peaked at $428K in Q4 2021.
316 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.