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Asset Dedication LLC’s Edwards Lifesciences EW Stock Holding History

Asset Dedication LLC’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 		$4.52K Buy
50
+1
+2% +$84 ﹤0.01% 931
2026
Q1 		$3.92K Hold
49
– – ﹤0.01% 893
2025
Q4 		$4.18K Hold
49
– – ﹤0.01% 919
2025
Q3 		$3.81K Hold
49
– – ﹤0.01% 940
2025
Q2 		$3.83K Hold
49
– – ﹤0.01% 966
2025
Q1 		$3.55K Buy
+49
New +$3.51K ﹤0.01% 903

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

Asset Dedication LLC's EW Position: Q2 2026 in Review

Asset Dedication LLC increased its Edwards Lifesciences (EW) stake by 2% in Q2 2026, buying an estimated $84 and bringing the position to 50 shares worth $4.52K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

Asset Dedication LLC first reported a position in EW in Q1 2025 and has held it in 6 quarters since. 1,328 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Asset Dedication LLC held 50 shares of Edwards Lifesciences worth $4.52K as of Q2 2026.
  • Asset Dedication LLC bought 1 Edwards Lifesciences share in Q2 2026, an estimated $84.
  • Edwards Lifesciences made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #931 holding.
  • Asset Dedication LLC first reported a position in Edwards Lifesciences in Q1 2025 and has held it in 6 quarters since.
  • 1,328 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.