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Apella Capital’s Edwards Lifesciences EW Stock Holding History

Apella Capital’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 		$889K Buy
9,380
+1,885
+25% +$158K 0.01% 388
2026
Q1 		$607K Buy
7,495
+62
+0.8% +$5.11K 0.01% 426
2025
Q4 		$634K Buy
7,433
+4,567
+159% +$375K 0.01% 325
2025
Q3 		$208K Buy
2,866
+88
+3% +$6.88K ﹤0.01% 447
2025
Q2 		$213K Buy
+2,778
New +$207K 0.01% 404
2024
Q3 		– Sell
-3,369
Closed -$315K – 322
2024
Q2 		$315K Buy
3,369
+1,197
+55% +$106K 0.01% 256
2024
Q1 		$202K Buy
+2,172
New +$182K 0.01% 286

Other funds holding EW

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Apella Capital's EW Position: Q2 2026 in Review

Apella Capital increased its Edwards Lifesciences (EW) stake by 25% in Q2 2026, buying an estimated $158K and bringing the position to 9,380 shares worth $889K. The position accounts for 0.01% of the portfolio, ranked #388.

Apella Capital first reported a position in EW in Q1 2024 and has held it in 7 quarters since. 634 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Apella Capital held 9,380 shares of Edwards Lifesciences worth $889K as of Q2 2026.
  • Apella Capital bought 1,885 Edwards Lifesciences shares in Q2 2026, an estimated $158K.
  • Edwards Lifesciences made up 0.01% of Apella Capital's portfolio in Q2 2026, its #388 holding.
  • Apella Capital first reported a position in Edwards Lifesciences in Q1 2024 and has held it in 7 quarters since.
  • 634 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.