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Avion Wealth’s Edwards Lifesciences EW Stock Holding History

Avion 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 		$19K Buy
216
+59
+38% +$4.94K ﹤0.01% 402
2026
Q1 		$12K Buy
157
+28
+22% +$2.31K ﹤0.01% 438
2025
Q4 		$10K Buy
129
+6
+5% +$492 ﹤0.01% 483
2025
Q3 		$9K Sell
123
-22
-15% -$1.72K ﹤0.01% 500
2025
Q2 		$11K Buy
145
+91
+169% +$6.79K ﹤0.01% 440
2025
Q1 		$3K Hold
54
– – ﹤0.01% 631
2024
Q4 		$3K Buy
54
+18
+50% +$1.26K ﹤0.01% 629
2024
Q3 		$2K Sell
36
-17
-32% -$1.24K ﹤0.01% 672
2024
Q2 		$4K Sell
53
-3
-5% -$266 ﹤0.01% 502
2024
Q1 		$6K Buy
56
+11
+24% +$924 ﹤0.01% 416
2023
Q4 		$3K Sell
45
-6
-12% -$417 ﹤0.01% 482
2023
Q3 		$3K Sell
51
-7
-12% -$563 ﹤0.01% 417
2023
Q2 		$4K Buy
58
+37
+176% +$3.22K ﹤0.01% 374
2023
Q1 		$1K Hold
21
– – ﹤0.01% 437
2022
Q4 		$1K Hold
21
– – ﹤0.01% 418
2022
Q3 		$2K Sell
21
-18
-46% -$1.73K ﹤0.01% 393
2022
Q2 		$4K Buy
+39
New +$4.04K ﹤0.01% 342

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

Avion Wealth's EW Position: Q2 2026 in Review

Avion Wealth increased its Edwards Lifesciences (EW) stake by 38% in Q2 2026, buying an estimated $4.94K and bringing the position to 216 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Avion Wealth first reported a position in EW in Q2 2022 and has held it in 17 quarters since. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Avion Wealth held 216 shares of Edwards Lifesciences worth $19K as of Q2 2026.
  • Avion Wealth bought 59 Edwards Lifesciences shares in Q2 2026, an estimated $4.94K.
  • Edwards Lifesciences made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #402 holding.
  • Avion Wealth first reported a position in Edwards Lifesciences in Q2 2022 and has held it in 17 quarters since.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.