Annex Advisory Services’s Edwards Lifesciences EW Stock Holding History

Annex Advisory Services’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	$232K	Sell	2,692 -1,016	-27%	-$90.3K	﹤0.01%	356
2026 Q2	$335K	Sell	3,708 -1,647	-31%	-$138K	0.01%	291
2026 Q1	$429K	Sell	5,355 -86	-2%	-$7.09K	0.01%	267
2025 Q4	$464K	Buy	5,441 +16	+0.3%	+$1.31K	0.01%	253
2025 Q3	$422K	Buy	5,425 +4	+0.1%	+$313	0.01%	231
2025 Q2	$424K	Sell	5,421 -90	-2%	-$6.71K	0.01%	229
2025 Q1	$399K	Buy	5,511 +90	+2%	+$6.44K	0.01%	235
2024 Q4	$401K	Buy	5,421 +1,221	+29%	+$85.5K	0.01%	228
2024 Q3	$277K	Hold	4,200	–	–	0.01%	239
2024 Q2	$388K	Hold	4,200	–	–	0.01%	204
2024 Q1	$401K	Sell	4,200 -42	-1%	-$3.53K	0.01%	201
2023 Q4	$323K	Sell	4,242 -116	-3%	-$8.07K	0.01%	209
2023 Q3	$302K	Buy	+4,358	New	+$350K	0.02%	191

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

Annex Advisory Services's EW Position: Q3 2026 in Review

Annex Advisory Services reduced its Edwards Lifesciences (EW) stake by 27% in Q3 2026, selling an estimated $90.3K and leaving 2,692 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Annex Advisory Services first reported a position in EW in Q3 2023 and has held it in 13 quarters since. The position peaked at $464K in Q4 2025. 325 funds tracked by Wall St. Rank hold EW as of Q3 2026.

Annex Advisory Services held 2,692 shares of Edwards Lifesciences worth $232K as of Q3 2026.
Annex Advisory Services sold 1,016 Edwards Lifesciences shares in Q3 2026, an estimated $90.3K.
Edwards Lifesciences made up ﹤0.01% of Annex Advisory Services's portfolio in Q3 2026, its #356 holding.
Annex Advisory Services first reported a position in Edwards Lifesciences in Q3 2023 and has held it in 13 quarters since.
Annex Advisory Services's Edwards Lifesciences position peaked at $464K in Q4 2025.
325 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.