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Annis Gardner Whiting Capital Advisors’s Edwards Lifesciences EW Stock Holding History

Annis Gardner Whiting Capital 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 		– Sell
-221
Closed -$17.7K – 623
2026
Q1 		$17.7K Buy
221
+66
+43% +$5.44K ﹤0.01% 768
2025
Q4 		$13.2K Buy
155
+32
+26% +$2.63K ﹤0.01% 723
2025
Q3 		$9.57K Buy
123
+18
+17% +$1.41K ﹤0.01% 715
2025
Q2 		$8.21K Hold
105
– – ﹤0.01% 770
2025
Q1 		$7.61K Sell
105
-41
-28% -$2.94K ﹤0.01% 580
2024
Q4 		$10.8K Buy
146
+41
+39% +$2.87K ﹤0.01% 525
2024
Q3 		$6.93K Hold
105
– – ﹤0.01% 599
2024
Q2 		$9.7K Hold
105
– – ﹤0.01% 690
2024
Q1 		$10K Hold
105
– – ﹤0.01% 671
2023
Q4 		$8.01K Hold
105
– – ﹤0.01% 496
2023
Q3 		$7.28K Buy
+105
New +$8.44K ﹤0.01% 493

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

Annis Gardner Whiting Capital Advisors's EW Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Edwards Lifesciences (EW) in Q2 2026, closing a stake of 221 shares — an estimated $17.7K sold.

Annis Gardner Whiting Capital Advisors first reported a position in EW in Q3 2023 and held it in 11 quarters. The position peaked at $17.7K in Q1 2026. 1,325 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Edwards Lifesciences position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 221 Edwards Lifesciences shares in Q2 2026, an estimated $17.7K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Edwards Lifesciences in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Edwards Lifesciences position peaked at $17.7K in Q1 2026.
  • 1,325 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.