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 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 $44.7B AUM 17.24% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

SIM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

Annex Advisory Services's EW Position: Q2 2026 in Review

Annex Advisory Services reduced its Edwards Lifesciences (EW) stake by 31% in Q2 2026, selling an estimated $138K and leaving 3,708 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #291.

Annex Advisory Services first reported a position in EW in Q3 2023 and has held it in 12 quarters since. The position peaked at $464K in Q4 2025. 195 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Annex Advisory Services held 3,708 shares of Edwards Lifesciences worth $335K as of Q2 2026.
Annex Advisory Services sold 1,647 Edwards Lifesciences shares in Q2 2026, an estimated $138K.
Edwards Lifesciences made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #291 holding.
Annex Advisory Services first reported a position in Edwards Lifesciences in Q3 2023 and has held it in 12 quarters since.
Annex Advisory Services's Edwards Lifesciences position peaked at $464K in Q4 2025.
195 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.