Ascent Wealth Partners
EW icon

Ascent Wealth Partners’s Edwards Lifesciences EW Stock Holding History

Ascent Wealth Partners’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 		$253K Hold
2,926
– – 0.02% 192
2026
Q2 		$265K Hold
2,926
– – 0.03% 179
2026
Q1 		$234K Buy
2,926
+18
+0.6% +$1.48K 0.03% 172
2025
Q4 		$248K Sell
2,908
-345
-11% -$28.3K 0.03% 167
2025
Q3 		$253K Sell
3,253
-100
-3% -$7.81K 0.03% 161
2025
Q2 		$262K Sell
3,353
-834
-20% -$62.2K 0.03% 156
2025
Q1 		$303K Buy
4,187
+641
+18% +$45.9K 0.04% 152
2024
Q4 		$263K Buy
+3,546
New +$248K 0.04% 154
2024
Q3 		– Sell
-3,531
Closed -$326K – 160
2024
Q2 		$326K Sell
3,531
-113
-3% -$10K 0.05% 136
2024
Q1 		$348K Hold
3,644
– – 0.05% 143
2023
Q4 		$278K Sell
3,644
-105
-3% -$7.31K 0.05% 147
2023
Q3 		$260K Buy
3,749
+109
+3% +$8.76K 0.05% 147
2023
Q2 		$343K Buy
3,640
+632
+21% +$54.9K 0.06% 135
2023
Q1 		$249K Sell
3,008
-24
-0.8% -$1.89K 0.05% 140
2022
Q4 		$226K Sell
3,032
-278
-8% -$21.4K 0.05% 137
2022
Q3 		$274K Buy
+3,310
New +$318K 0.07% 125
2022
Q2 		– Sell
-3,160
Closed -$372K – 143
2022
Q1 		$372K Sell
3,160
-90
-3% -$10.1K 0.07% 120
2021
Q4 		$421K Sell
3,250
-132
-4% -$15.4K 0.08% 119
2021
Q3 		$383K Sell
3,382
-1
-0% -$114 0.07% 128
2021
Q2 		$350K Buy
3,383
+211
+7% +$19.9K 0.07% 128
2021
Q1 		$265K Buy
3,172
+73
+2% +$6.17K 0.06% 111
2020
Q4 		$283K Buy
3,099
+328
+12% +$27.2K 0.06% 105
2020
Q3 		$221K Buy
+2,771
New +$216K 0.06% 103
2020
Q1 		– Sell
-3,228
Closed -$251K – 117
2019
Q4 		$251K Buy
3,228
+57
+2% +$4.45K 0.07% 107
2019
Q3 		$232K Buy
+3,171
New +$223K 0.07% 109
2019
Q2 		– Sell
-3,150
Closed -$201K – 128
2019
Q1 		$201K Buy
+3,150
New +$180K 0.07% 117

Other funds holding EW

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Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Seilern Investment Management
Seilern Investment Management London, United Kingdom $771M AUM 2.59% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Ascent Wealth Partners's EW Position: Q3 2026 in Review

Ascent Wealth Partners held its Edwards Lifesciences (EW) position steady in Q3 2026 at 2,926 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #192.

Ascent Wealth Partners first reported a position in EW in Q1 2019 and has held it in 26 quarters since. The position peaked at $421K in Q4 2021. 492 funds tracked by Wall St. Rank hold EW as of Q3 2026.

  • Ascent Wealth Partners held 2,926 shares of Edwards Lifesciences worth $253K as of Q3 2026.
  • Ascent Wealth Partners left its Edwards Lifesciences share count unchanged in Q3 2026.
  • Edwards Lifesciences made up 0.02% of Ascent Wealth Partners's portfolio in Q3 2026, its #192 holding.
  • Ascent Wealth Partners first reported a position in Edwards Lifesciences in Q1 2019 and has held it in 26 quarters since.
  • Ascent Wealth Partners's Edwards Lifesciences position peaked at $421K in Q4 2021.
  • 492 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on Ascent Wealth Partners's 13F filing for Q3 2026, filed 23 Oct 2026.