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Addison Advisors’s Edwards Lifesciences EW Stock Holding History

Addison Advisors’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 		$19.1K Sell
211
-17,760
-99% -$1.49M 0.01% 342
2026
Q1 		$1.44M Sell
17,971
-94
-0.5% -$7.75K 0.32% 64
2025
Q4 		$1.54M Buy
18,065
+80
+0.4% +$6.57K 0.35% 60
2025
Q3 		$1.4M Sell
17,985
-41
-0.2% -$3.2K 0.32% 66
2025
Q2 		$1.41M Sell
18,026
-27
-0.1% -$2.01K 0.35% 61
2025
Q1 		$1.31M Sell
18,053
-48
-0.3% -$3.44K 0.36% 56
2024
Q4 		$1.34M Buy
18,101
+63
+0.3% +$4.41K 0.37% 57
2024
Q3 		$1.19M Buy
18,038
+16,261
+915% +$1.18M 0.33% 61
2024
Q2 		$164K Buy
1,777
+19
+1% +$1.68K 0.05% 227
2024
Q1 		$168K Buy
1,758
+98
+6% +$8.23K 0.06% 215
2023
Q4 		$127K Buy
1,660
+104
+7% +$7.24K 0.05% 249
2023
Q3 		$108K Sell
1,556
-31
-2% -$2.49K 0.05% 242
2023
Q2 		$150K Buy
1,587
+91
+6% +$7.91K 0.07% 190
2023
Q1 		$124K Buy
1,496
+1,092
+270% +$85.8K 0.07% 194
2022
Q4 		$30.1K Buy
404
+354
+708% +$27.3K 0.02% 334
2022
Q3 		$4K Sell
50
-634
-93% -$61K ﹤0.01% 513
2022
Q2 		$65K Sell
684
-84
-11% -$8.7K 0.04% 234
2022
Q1 		$90K Buy
768
+747
+3,557% +$83.8K 0.05% 216
2021
Q4 		$3K Buy
+21
New +$2.45K ﹤0.01% 492

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

Addison Advisors's EW Position: Q2 2026 in Review

Addison Advisors reduced its Edwards Lifesciences (EW) stake by 99% in Q2 2026, selling an estimated $1.49M and leaving 211 shares worth $19.1K. The position accounts for 0.01% of the portfolio, ranked #342.

Addison Advisors first reported a position in EW in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.54M in Q4 2025. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Addison Advisors held 211 shares of Edwards Lifesciences worth $19.1K as of Q2 2026.
  • Addison Advisors sold 17,760 Edwards Lifesciences shares in Q2 2026, an estimated $1.49M.
  • Edwards Lifesciences made up 0.01% of Addison Advisors's portfolio in Q2 2026, its #342 holding.
  • Addison Advisors first reported a position in Edwards Lifesciences in Q4 2021 and has held it in 19 quarters since.
  • Addison Advisors's Edwards Lifesciences position peaked at $1.54M in Q4 2025.
  • 1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.