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Aspen Investment Management’s Edwards Lifesciences EW Stock Holding History

Aspen Investment Management’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 		$939K Sell
10,381
-70
-0.7% -$5.86K 0.25% 100
2026
Q1 		$837K Buy
10,451
+70
+0.7% +$5.77K 0.26% 98
2025
Q4 		$885K Buy
10,381
+150
+1% +$12.3K 0.27% 94
2025
Q3 		$796K Hold
10,231
– – 0.31% 83
2025
Q2 		$800K Sell
10,231
-129
-1% -$9.62K 0.34% 76
2025
Q1 		$751K Sell
10,360
-251
-2% -$18K 0.35% 79
2024
Q4 		$786K Sell
10,611
-265
-2% -$18.5K 0.36% 73
2024
Q3 		$718K Hold
10,876
– – 0.33% 79
2024
Q2 		$1M Buy
10,876
+200
+2% +$17.7K 0.5% 59
2024
Q1 		$1.02M Sell
10,676
-250
-2% -$21K 0.52% 55
2023
Q4 		$833K Buy
10,926
+48
+0.4% +$3.34K 0.47% 67
2023
Q3 		$753K Hold
10,878
– – 0.46% 65
2023
Q2 		$1.03M Hold
10,878
– – 0.61% 51
2023
Q1 		$900K Hold
10,878
– – 0.58% 56
2022
Q4 		$812K Sell
10,878
-1,425
-12% -$110K 0.53% 66
2022
Q3 		$1.02M Sell
12,303
-200
-2% -$19.2K 0.68% 47
2022
Q2 		$1.19M Sell
12,503
-650
-5% -$67.3K 0.74% 43
2022
Q1 		$1.55M Sell
13,153
-25
-0.2% -$2.81K 0.81% 39
2021
Q4 		$1.71M Buy
13,178
+172
+1% +$20.1K 0.84% 33
2021
Q3 		$1.47M Buy
13,006
+1,330
+11% +$152K 0.78% 40
2021
Q2 		$1.21M Buy
11,676
+20
+0.2% +$1.89K 0.63% 50
2021
Q1 		$975K Sell
11,656
-410
-3% -$34.7K 0.54% 62
2020
Q4 		$1.1M Sell
12,066
-75
-0.6% -$6.22K 0.65% 54
2020
Q3 		$969K Buy
12,141
+100
+0.8% +$7.8K 0.65% 51
2020
Q2 		$832K Sell
12,041
-40
-0.3% -$2.84K 0.6% 56
2020
Q1 		$760K Sell
12,081
-1,086
-8% -$78.3K 0.66% 49
2019
Q4 		$1.02M Sell
13,167
-786
-6% -$61.4K 0.64% 53
2019
Q3 		$1.02M Buy
13,953
+339
+2% +$23.8K 0.68% 51
2019
Q2 		$838K Buy
13,614
+900
+7% +$54.4K 0.55% 60
2019
Q1 		$811K Sell
12,714
-255
-2% -$14.6K 0.57% 61
2018
Q4 		$662K Hold
12,969
– – 0.53% 62
2018
Q3 		$753K Buy
12,969
+330
+3% +$16.1K 0.5% 63
2018
Q2 		$613K Sell
12,639
-330
-3% -$15.4K 0.42% 75
2018
Q1 		$603K Buy
12,969
+300
+2% +$13K 0.43% 72
2017
Q4 		$476K Sell
12,669
-450
-3% -$16.5K 0.34% 87
2017
Q3 		$478K Buy
13,119
+1,005
+8% +$38.3K 0.36% 78
2017
Q2 		$477K Buy
12,114
+1,125
+10% +$41.1K 0.36% 77
2017
Q1 		$345K Sell
10,989
-231
-2% -$7.23K 0.26% 94
2016
Q4 		$350K Hold
11,220
– – 0.26% 86
2016
Q3 		$451K Buy
11,220
+180
+2% +$6.78K 0.36% 71
2016
Q2 		$367K Hold
11,040
– – 0.3% 76
2016
Q1 		$325K Hold
11,040
– – 0.3% 75
2015
Q4 		$291K Hold
11,040
– – 0.29% 89
2015
Q3 		$262K Buy
11,040
+180
+2% +$4.34K 0.26% 95
2015
Q2 		$258K Hold
10,860
– – 0.22% 106
2015
Q1 		$258K Sell
10,860
-150
-1% -$3.37K 0.21% 110
2014
Q4 		$234K Buy
+11,010
New +$221K 0.2% 113

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

Aspen Investment Management's EW Position: Q2 2026 in Review

Aspen Investment Management reduced its Edwards Lifesciences (EW) stake by 0.67% in Q2 2026, selling an estimated $5.86K and leaving 10,381 shares worth $939K. The position accounts for 0.25% of the portfolio, ranked #100.

Aspen Investment Management first reported a position in EW in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.71M in Q4 2021. 1,328 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Aspen Investment Management held 10,381 shares of Edwards Lifesciences worth $939K as of Q2 2026.
  • Aspen Investment Management sold 70 Edwards Lifesciences shares in Q2 2026, an estimated $5.86K.
  • Edwards Lifesciences made up 0.25% of Aspen Investment Management's portfolio in Q2 2026, its #100 holding.
  • Aspen Investment Management first reported a position in Edwards Lifesciences in Q4 2014 and has held it in 47 quarters since.
  • Aspen Investment Management's Edwards Lifesciences position peaked at $1.71M in Q4 2021.
  • 1,328 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.