Bailard
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Bailard’s Edwards Lifesciences EW Stock Holding History

Bailard’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 		$1.44M Buy
16,665
+1,228
+8% +$109K 0.03% 291
2026
Q2 		$1.4M Buy
15,437
+3,149
+26% +$264K 0.03% 301
2026
Q1 		$984K Sell
12,288
-143
-1% -$11.8K 0.02% 326
2025
Q4 		$1.06M Buy
12,431
+1,406
+13% +$115K 0.02% 312
2025
Q3 		$857K Buy
11,025
+2,625
+31% +$205K 0.02% 355
2025
Q2 		$657K Sell
8,400
-256
-3% -$19.1K 0.02% 422
2025
Q1 		$627K Buy
8,656
+660
+8% +$47.2K 0.02% 413
2024
Q4 		$592K Sell
7,996
-31,187
-80% -$2.18M 0.02% 428
2024
Q3 		$2.59M Sell
39,183
-16,043
-29% -$1.17M 0.07% 205
2024
Q2 		$5.1M Sell
55,226
-530
-1% -$46.9K 0.14% 136
2024
Q1 		$5.33M Buy
55,756
+6,343
+13% +$533K 0.15% 138
2023
Q4 		$3.77M Sell
49,413
-7,218
-13% -$502K 0.11% 163
2023
Q3 		$3.92M Buy
56,631
+789
+1% +$63.4K 0.13% 141
2023
Q2 		$5.27M Sell
55,842
-12,750
-19% -$1.11M 0.18% 109
2023
Q1 		$5.67M Sell
68,592
-360
-0.5% -$28.3K 0.2% 107
2022
Q4 		$5.14M Sell
68,952
-1,215
-2% -$93.6K 0.2% 106
2022
Q3 		$5.8M Buy
70,167
+682
+1% +$65.6K 0.24% 95
2022
Q2 		$6.61M Buy
69,485
+288
+0.4% +$29.8K 0.26% 85
2022
Q1 		$8.15M Buy
69,197
+2,855
+4% +$320K 0.27% 85
2021
Q4 		$8.6M Sell
66,342
-2,166
-3% -$253K 0.27% 85
2021
Q3 		$7.76M Sell
68,508
-294
-0.4% -$33.6K 0.27% 90
2021
Q2 		$7.13M Sell
68,802
-77
-0.1% -$7.26K 0.25% 95
2021
Q1 		$5.76M Buy
+68,879
New +$5.82M 0.21% 102
2020
Q3 		– Sell
-2,944
Closed -$203K – 584
2020
Q2 		$203K Buy
+2,944
New +$209K 0.01% 435
2019
Q4 		– Sell
-2,901
Closed -$213K – 559
2019
Q3 		$213K Buy
+2,901
New +$204K 0.01% 462

Other funds holding EW

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
Seilern Investment Management
Seilern Investment Management London, United Kingdom $771M AUM 2.59% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One
Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Bailard's EW Position: Q3 2026 in Review

Bailard increased its Edwards Lifesciences (EW) stake by 8% in Q3 2026, buying an estimated $109K and bringing the position to 16,665 shares worth $1.44M. The position accounts for 0.03% of the portfolio, ranked #291.

Bailard first reported a position in EW in Q3 2019 and has held it in 25 quarters since. The position peaked at $8.6M in Q4 2021. 228 funds tracked by Wall St. Rank hold EW as of Q3 2026.

  • Bailard held 16,665 shares of Edwards Lifesciences worth $1.44M as of Q3 2026.
  • Bailard bought 1,228 Edwards Lifesciences shares in Q3 2026, an estimated $109K.
  • Edwards Lifesciences made up 0.03% of Bailard's portfolio in Q3 2026, its #291 holding.
  • Bailard first reported a position in Edwards Lifesciences in Q3 2019 and has held it in 25 quarters since.
  • Bailard's Edwards Lifesciences position peaked at $8.6M in Q4 2021.
  • 228 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.