Axxcess Wealth Management
EW icon

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
Q3 		$825K Buy
9,554
+828
+9% +$73.6K 0.03% 424
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Axxcess Wealth Management's EW Position: Q3 2026 in Review

Axxcess Wealth Management increased its Edwards Lifesciences (EW) stake by 9.5% in Q3 2026, buying an estimated $73.6K and bringing the position to 9,554 shares worth $825K. The position accounts for 0.03% of the portfolio, ranked #424.

Axxcess Wealth Management first reported a position in EW in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.54M in Q2 2023. 1,141 funds tracked by Wall St. Rank hold EW as of Q3 2026.

  • Axxcess Wealth Management held 9,554 shares of Edwards Lifesciences worth $825K as of Q3 2026.
  • Axxcess Wealth Management bought 828 Edwards Lifesciences shares in Q3 2026, an estimated $73.6K.
  • Edwards Lifesciences made up 0.03% of Axxcess Wealth Management's portfolio in Q3 2026, its #424 holding.
  • Axxcess Wealth Management first reported a position in Edwards Lifesciences in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's Edwards Lifesciences position peaked at $6.54M in Q2 2023.
  • 1,141 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.