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Aventura Private Wealth’s Edwards Lifesciences EW Stock Holding History

Aventura Private Wealth’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 		$7.6K Hold
84
– – ﹤0.01% 638
2026
Q1 		$6.73K Hold
84
– – ﹤0.01% 603
2025
Q4 		$7.16K Sell
84
-8
-9% -$657 ﹤0.01% 548
2025
Q3 		$7.16K Hold
92
– – ﹤0.01% 540
2025
Q2 		$7.2K Hold
92
– – ﹤0.01% 507
2025
Q1 		$6.67K Hold
92
– – ﹤0.01% 501
2024
Q4 		$6.81K Buy
+92
New +$6.44K ﹤0.01% 482

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

Aventura Private Wealth's EW Position: Q2 2026 in Review

Aventura Private Wealth held its Edwards Lifesciences (EW) position steady in Q2 2026 at 84 shares worth $7.6K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Aventura Private Wealth first reported a position in EW in Q4 2024 and has held it in 7 quarters since. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Aventura Private Wealth held 84 shares of Edwards Lifesciences worth $7.6K as of Q2 2026.
  • Aventura Private Wealth left its Edwards Lifesciences share count unchanged in Q2 2026.
  • Edwards Lifesciences made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #638 holding.
  • Aventura Private Wealth first reported a position in Edwards Lifesciences in Q4 2024 and has held it in 7 quarters since.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.