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Allred Capital Management’s Edwards Lifesciences EW Stock Holding History

Allred Capital 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 		$798K Buy
8,821
+16
+0.2% +$1.34K 0.26% 82
2026
Q1 		$705K Buy
8,805
+2,846
+48% +$235K 0.26% 84
2025
Q4 		$508K Sell
5,959
-100
-2% -$8.21K 0.18% 105
2025
Q3 		$471K Buy
6,059
+765
+14% +$59.8K 0.16% 115
2025
Q2 		$414K Buy
5,294
+162
+3% +$12.1K 0.15% 111
2025
Q1 		$372K Sell
5,132
-2,234
-30% -$160K 0.15% 126
2024
Q4 		$545K Sell
7,366
-1,729
-19% -$121K 0.21% 99
2024
Q3 		$600K Buy
9,095
+11
+0.1% +$799 0.24% 92
2024
Q2 		$839K Buy
9,084
+1,103
+14% +$97.7K 0.32% 73
2024
Q1 		$763K Buy
7,981
+2,400
+43% +$202K 0.3% 77
2023
Q4 		$426K Hold
5,581
– – 0.19% 115
2023
Q3 		$387K Buy
5,581
+1,336
+31% +$107K 0.19% 102
2023
Q2 		$400K Buy
4,245
+42
+1% +$3.65K 0.2% 98
2023
Q1 		$348K Buy
4,203
+1
+0% +$79 0.18% 103
2022
Q4 		$314K Hold
4,202
– – 0.17% 109
2022
Q3 		$347K Hold
4,202
– – 0.22% 96
2022
Q2 		$399K Hold
4,202
– – 0.25% 92
2022
Q1 		$494K Sell
4,202
-559
-12% -$62.7K 0.26% 94
2021
Q4 		$616K Buy
4,761
+209
+5% +$24.4K 0.3% 84
2021
Q3 		$515K Sell
4,552
-206
-4% -$23.5K 0.27% 96
2021
Q2 		$492K Buy
4,758
+954
+25% +$89.9K 0.24% 108
2021
Q1 		$318K Buy
3,804
+217
+6% +$18.3K 0.14% 146
2020
Q4 		$327K Buy
3,587
+464
+15% +$38.5K 0.18% 129
2020
Q3 		$249K Buy
+3,123
New +$244K 0.15% 138
2020
Q1 		– Sell
-756
Closed -$58.8K – 315
2019
Q4 		$58.8K Buy
+756
New +$59K 0.03% 317

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

Allred Capital Management's EW Position: Q2 2026 in Review

Allred Capital Management increased its Edwards Lifesciences (EW) stake by 0.18% in Q2 2026, buying an estimated $1.34K and bringing the position to 8,821 shares worth $798K. The position accounts for 0.26% of the portfolio, ranked #82.

Allred Capital Management first reported a position in EW in Q4 2019 and has held it in 25 quarters since. The position peaked at $839K in Q2 2024. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Allred Capital Management held 8,821 shares of Edwards Lifesciences worth $798K as of Q2 2026.
  • Allred Capital Management bought 16 Edwards Lifesciences shares in Q2 2026, an estimated $1.34K.
  • Edwards Lifesciences made up 0.26% of Allred Capital Management's portfolio in Q2 2026, its #82 holding.
  • Allred Capital Management first reported a position in Edwards Lifesciences in Q4 2019 and has held it in 25 quarters since.
  • Allred Capital Management's Edwards Lifesciences position peaked at $839K in Q2 2024.
  • 1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Allred Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.