Aviance Capital Partners’s Edwards Lifesciences EW Stock Holding History

Aviance Capital 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 Q2	$651K	Hold	7,194	–	–	0.07%	221
2026 Q1	$576K	Hold	7,194	–	–	0.07%	223
2025 Q4	$613K	Hold	7,194	–	–	0.07%	218
2025 Q3	$559K	Hold	7,194	–	–	0.07%	221
2025 Q2	$563K	Hold	7,194	–	–	0.07%	212
2025 Q1	$521K	Sell	7,194 -600	-8%	-$42.9K	0.07%	216
2024 Q4	$577K	Buy	7,794 +600	+8%	+$42K	0.08%	200
2024 Q3	$475K	Hold	7,194	–	–	0.06%	226
2024 Q2	$665K	Hold	7,194	–	–	0.09%	184
2024 Q1	$687K	Buy	7,194 +2,748	+62%	+$231K	0.1%	184
2023 Q4	$339K	Sell	4,446 -4	-0.1%	-$278	0.07%	196
2023 Q3	$308K	Hold	4,450	–	–	0.07%	204
2023 Q2	$420K	Hold	4,450	–	–	0.09%	188
2023 Q1	$368K	Hold	4,450	–	–	0.08%	196
2022 Q4	$332K	Hold	4,450	–	–	0.08%	209
2022 Q3	$368K	Hold	4,450	–	–	0.09%	192
2022 Q2	$423K	Hold	4,450	–	–	0.09%	190
2022 Q1	$524K	Sell	4,450 -72	-2%	-$8.08K	0.1%	182
2021 Q4	$586K	Sell	4,522 -29	-0.6%	-$3.38K	0.1%	180
2021 Q3	$515K	Sell	4,551 -33	-0.7%	-$3.77K	0.09%	189
2021 Q2	$475K	Buy	4,584 +1,404	+44%	+$132K	0.08%	191
2021 Q1	$266K	Hold	3,180	–	–	0.05%	243
2020 Q4	$290K	Hold	3,180	–	–	0.06%	221
2020 Q3	$254K	Hold	3,180	–	–	0.06%	222
2020 Q2	$220K	Buy	+3,180	New	+$226K	0.05%	222
2020 Q1	–	Sell	-3,180	Closed	-$247K	–	220
2019 Q4	$247K	Hold	3,180	–	–	0.06%	205
2019 Q3	$233K	Buy	+3,180	New	+$223K	0.07%	202
2019 Q2	–	Sell	-3,180	Closed	-$203K	–	214
2019 Q1	$203K	Buy	+3,180	New	+$181K	0.06%	202

Other funds holding EW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aviance Capital Partners's EW Position: Q2 2026 in Review

Aviance Capital Partners held its Edwards Lifesciences (EW) position steady in Q2 2026 at 7,194 shares worth $651K. The position accounts for 0.07% of the portfolio, ranked #221.

Aviance Capital Partners first reported a position in EW in Q1 2019 and has held it in 28 quarters since. The position peaked at $687K in Q1 2024. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Aviance Capital Partners held 7,194 shares of Edwards Lifesciences worth $651K as of Q2 2026.
Aviance Capital Partners left its Edwards Lifesciences share count unchanged in Q2 2026.
Edwards Lifesciences made up 0.07% of Aviance Capital Partners's portfolio in Q2 2026, its #221 holding.
Aviance Capital Partners first reported a position in Edwards Lifesciences in Q1 2019 and has held it in 28 quarters since.
Aviance Capital Partners's Edwards Lifesciences position peaked at $687K in Q1 2024.
1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.