AssetMark Inc
EW icon

AssetMark Inc’s Edwards Lifesciences EW Stock Holding History

AssetMark Inc’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 		$592K Buy
6,544
+1,056
+19% +$88.5K ﹤0.01% 1194
2026
Q1 		$439K Buy
5,488
+1,235
+29% +$102K ﹤0.01% 1186
2025
Q4 		$363K Buy
4,253
+1,164
+38% +$95.5K ﹤0.01% 1187
2025
Q3 		$240K Buy
3,089
+354
+13% +$27.7K ﹤0.01% 1229
2025
Q2 		$214K Buy
2,735
+2,120
+345% +$158K ﹤0.01% 1206
2025
Q1 		$44.6K Sell
615
-467
-43% -$33.4K ﹤0.01% 1467
2024
Q4 		$80.1K Buy
1,082
+960
+787% +$67.2K ﹤0.01% 1296
2024
Q3 		$8.05K Sell
122
-23,286
-99% -$1.69M ﹤0.01% 1658
2024
Q2 		$2.16M Buy
23,408
+2,133
+10% +$189K 0.01% 591
2024
Q1 		$2.03M Sell
21,275
-11,955
-36% -$1M 0.01% 584
2023
Q4 		$2.53M Sell
33,230
-40,549
-55% -$2.82M 0.01% 493
2023
Q3 		$5.11M Buy
73,779
+10,361
+16% +$833K 0.02% 345
2023
Q2 		$5.98M Buy
63,418
+5,251
+9% +$456K 0.02% 312
2023
Q1 		$4.81M Sell
58,167
-9,949
-15% -$782K 0.02% 319
2022
Q4 		$5.08M Buy
68,116
+10,110
+17% +$779K 0.02% 300
2022
Q3 		$4.79M Buy
58,006
+3,568
+7% +$343K 0.02% 273
2022
Q2 		$5.18M Buy
54,438
+9,938
+22% +$1.03M 0.02% 256
2022
Q1 		$5.24M Buy
44,500
+20,254
+84% +$2.27M 0.02% 262
2021
Q4 		$3.14M Buy
24,246
+22,548
+1,328% +$2.63M 0.01% 283
2021
Q3 		$192K Buy
1,698
+1,203
+243% +$137K ﹤0.01% 574
2021
Q2 		$51K Buy
495
+135
+38% +$12.7K ﹤0.01% 746
2021
Q1 		$30K Sell
360
-84
-19% -$7.1K ﹤0.01% 808
2020
Q4 		$41K Sell
444
-60
-12% -$4.98K ﹤0.01% 742
2020
Q3 		$40K Sell
504
-2,634
-84% -$206K ﹤0.01% 712
2020
Q2 		$217K Buy
3,138
+2,778
+772% +$197K ﹤0.01% 486
2020
Q1 		$23K Sell
360
-9
-2% -$649 ﹤0.01% 835
2019
Q4 		$29K Sell
369
-156
-30% -$12.2K ﹤0.01% 856
2019
Q3 		$38K Sell
525
-30
-5% -$2.11K ﹤0.01% 776
2019
Q2 		$34K Sell
555
-21
-4% -$1.27K ﹤0.01% 786
2019
Q1 		$37K Sell
576
-318
-36% -$18.1K ﹤0.01% 755
2018
Q4 		$46K Buy
894
+21
+2% +$1.06K ﹤0.01% 703
2018
Q3 		$51K Hold
873
– – ﹤0.01% 738
2018
Q2 		$42K Hold
873
– – ﹤0.01% 759
2018
Q1 		$41K Sell
873
-897
-51% -$39K ﹤0.01% 782
2017
Q4 		$67K Sell
1,770
-156
-8% -$5.72K ﹤0.01% 704
2017
Q3 		$70K Buy
1,926
+294
+18% +$11.2K ﹤0.01% 630
2017
Q2 		$64K Sell
1,632
-42
-3% -$1.53K ﹤0.01% 626
2017
Q1 		$52K Buy
1,674
+1,011
+152% +$31.7K ﹤0.01% 629
2016
Q4 		$21K Buy
663
+69
+12% +$2.24K ﹤0.01% 846
2016
Q3 		$24K Buy
594
+42
+8% +$1.58K ﹤0.01% 819
2016
Q2 		$18K Hold
552
– – ﹤0.01% 861
2016
Q1 		$16K Buy
552
+168
+44% +$4.64K ﹤0.01% 791
2015
Q4 		$10K Buy
+384
New +$9.97K ﹤0.01% 876

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
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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

AssetMark Inc's EW Position: Q2 2026 in Review

AssetMark Inc increased its Edwards Lifesciences (EW) stake by 19% in Q2 2026, buying an estimated $88.5K and bringing the position to 6,544 shares worth $592K. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

AssetMark Inc first reported a position in EW in Q4 2015 and has held it in 43 quarters since. The position peaked at $5.98M in Q2 2023. 563 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • AssetMark Inc held 6,544 shares of Edwards Lifesciences worth $592K as of Q2 2026.
  • AssetMark Inc bought 1,056 Edwards Lifesciences shares in Q2 2026, an estimated $88.5K.
  • Edwards Lifesciences made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1194 holding.
  • AssetMark Inc first reported a position in Edwards Lifesciences in Q4 2015 and has held it in 43 quarters since.
  • AssetMark Inc's Edwards Lifesciences position peaked at $5.98M in Q2 2023.
  • 563 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.