Activest Wealth Management
EW icon

Activest Wealth Management’s Edwards Lifesciences EW Stock Holding History

Activest 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 		– Sell
-26
Closed -$2.35K – 1163
2026
Q2 		$2.35K Sell
26
-87
-77% -$7.29K ﹤0.01% 831
2026
Q1 		$9.02K Sell
113
-171
-60% -$14.1K ﹤0.01% 707
2025
Q4 		$24.2K Buy
284
+114
+67% +$9.36K ﹤0.01% 462
2025
Q3 		$13.2K Buy
170
+26
+18% +$2.03K ﹤0.01% 444
2025
Q2 		$11.2K Sell
144
-21
-13% -$1.57K ﹤0.01% 409
2025
Q1 		$12K Buy
165
+161
+4,025% +$11.5K ﹤0.01% 369
2024
Q4 		$296 Sell
4
-8
-67% -$560 ﹤0.01% 594
2024
Q3 		$804 Sell
12
-2,188
-99% -$159K ﹤0.01% 471
2024
Q2 		$203K Buy
+2,200
New +$195K 0.07% 81

Other funds holding EW

Geode Capital Management
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Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return

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

Activest Wealth Management sold out of Edwards Lifesciences (EW) in Q3 2026, closing a stake of 26 shares — an estimated $2.35K sold.

Activest Wealth Management first reported a position in EW in Q2 2024 and held it in 9 quarters. The position peaked at $203K in Q2 2024. 851 funds tracked by Wall St. Rank hold EW as of Q3 2026.

  • Activest Wealth Management reported no remaining Edwards Lifesciences position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 26 Edwards Lifesciences shares in Q3 2026, an estimated $2.35K.
  • Activest Wealth Management first reported a position in Edwards Lifesciences in Q2 2024 and held it in 9 quarters.
  • Activest Wealth Management's Edwards Lifesciences position peaked at $203K in Q2 2024.
  • 851 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.