AWM
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Axxcess Wealth Management’s Edwards Lifesciences EW Stock Holding History

Axxcess Wealth Management’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 		$789K Buy
+8,726
New +$731K 0.01% 584
2026
Q1 		– Sell
-9,133
Closed -$779K – 589
2025
Q4 		$779K Sell
9,133
-3,812
-29% -$313K 0.01% 563
2025
Q3 		$1.01M Sell
12,945
-32
-0.2% -$2.5K 0.02% 443
2025
Q2 		$1.01M Buy
12,977
+5,019
+63% +$374K 0.02% 426
2025
Q1 		$577K Sell
7,958
-2,687
-25% -$192K 0.02% 516
2024
Q4 		$788K Sell
10,645
-1,166
-10% -$81.6K 0.02% 450
2024
Q3 		$779K Sell
11,811
-1,948
-14% -$142K 0.02% 450
2024
Q2 		$1.27M Sell
13,759
-6,080
-31% -$538K 0.03% 331
2024
Q1 		$1.9M Buy
19,839
+1,594
+9% +$134K 0.05% 259
2023
Q4 		$1.39M Sell
18,245
-62,401
-77% -$4.34M 0.04% 293
2023
Q3 		$5.59M Buy
80,646
+11,353
+16% +$912K 0.19% 101
2023
Q2 		$6.54M Buy
69,293
+1,382
+2% +$120K 0.47% 45
2023
Q1 		$5.62M Buy
67,911
+2,170
+3% +$171K 0.43% 51
2022
Q4 		$4.9M Buy
65,741
+10,064
+18% +$776K 0.4% 53
2022
Q3 		$4.6M Buy
55,677
+2,428
+5% +$234K 0.44% 46
2022
Q2 		$5.06M Buy
53,249
+1,267
+2% +$131K 0.47% 46
2022
Q1 		$6.12M Buy
51,982
+1,815
+4% +$204K 0.48% 44
2021
Q4 		$6.5M Buy
+50,167
New +$5.85M 0.47% 46

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

Axxcess Wealth Management's EW Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Edwards Lifesciences (EW) in Q2 2026: 8,726 shares worth $789K. The stake represents 0.01% of the portfolio and ranks #584 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in EW as recently as Q4 2025.

Axxcess Wealth Management first reported a position in EW in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.54M in Q2 2023. 563 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Axxcess Wealth Management held 8,726 shares of Edwards Lifesciences worth $789K as of Q2 2026.
  • Edwards Lifesciences was a new Axxcess Wealth Management position in Q2 2026.
  • Edwards Lifesciences made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #584 holding.
  • Axxcess Wealth Management first reported a position in Edwards Lifesciences in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's Edwards Lifesciences position peaked at $6.54M in Q2 2023.
  • 563 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.