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Arkadios Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Arkadios Wealth 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 		$367K Sell
4,056
-565
-12% -$47.3K 0.01% 1294
2026
Q1 		$370K Buy
4,621
+315
+7% +$26K 0.01% 1250
2025
Q4 		$367K Buy
4,306
+307
+8% +$25.2K 0.01% 1154
2025
Q3 		$311K Buy
3,999
+159
+4% +$12.4K 0.01% 1143
2025
Q2 		$300K Buy
+3,840
New +$286K 0.01% 1060
2021
Q4 		– Sell
-84
Closed -$9K – 937
2021
Q3 		$9K Sell
84
-6
-7% -$685 ﹤0.01% 1465
2021
Q2 		$9K Sell
90
-2
-2% -$189 ﹤0.01% 1560
2021
Q1 		$7K Buy
92
+48
+109% +$4.06K ﹤0.01% 1279
2020
Q4 		$4K Hold
44
– – ﹤0.01% 1148
2020
Q3 		$3.75K Buy
44
+7
+19% +$546 ﹤0.01% 888
2020
Q2 		$2.63K Buy
+37
New +$2.63K ﹤0.01% 854

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

Arkadios Wealth Advisors's EW Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Edwards Lifesciences (EW) stake by 12% in Q2 2026, selling an estimated $47.3K and leaving 4,056 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #1294.

Arkadios Wealth Advisors first reported a position in EW in Q2 2020 and has held it in 11 quarters since. The position peaked at $370K in Q1 2026. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Arkadios Wealth Advisors held 4,056 shares of Edwards Lifesciences worth $367K as of Q2 2026.
  • Arkadios Wealth Advisors sold 565 Edwards Lifesciences shares in Q2 2026, an estimated $47.3K.
  • Edwards Lifesciences made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1294 holding.
  • Arkadios Wealth Advisors first reported a position in Edwards Lifesciences in Q2 2020 and has held it in 11 quarters since.
  • Arkadios Wealth Advisors's Edwards Lifesciences position peaked at $370K in Q1 2026.
  • 1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.