Baker Avenue Asset Management’s Edwards Lifesciences EW Stock Holding History

Baker Avenue Asset 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	$629K	Buy	6,949 +3,225	+87%	+$270K	0.01%	427
2026 Q1	$298K	Buy	3,724 +361	+11%	+$29.8K	0.01%	608
2025 Q4	$287K	Buy	3,363 +47	+1%	+$3.86K	0.01%	515
2025 Q3	$258K	Buy	3,316 +600	+22%	+$46.9K	0.01%	515
2025 Q2	$212K	Buy	+2,716	New	+$203K	0.01%	459
2025 Q1	–	Sell	-3,369	Closed	-$249K	–	473
2024 Q4	$249K	Buy	+3,369	New	+$236K	0.01%	374
2023 Q4	–	Sell	-713	Closed	-$49.4K	–	717
2023 Q3	$49.4K	Sell	713 -22	-3%	-$1.77K	﹤0.01%	522
2023 Q2	$69.3K	Sell	735 -102	-12%	-$8.87K	﹤0.01%	478
2023 Q1	$69.2K	Buy	837 +145	+21%	+$11.4K	﹤0.01%	483
2022 Q4	$51.6K	Buy	+692	New	+$53.3K	﹤0.01%	487
2022 Q2	–	Sell	-25,940	Closed	-$3.05M	–	312
2022 Q1	$3.05M	Buy	25,940 +2,513	+11%	+$282K	0.16%	106
2021 Q4	$3.04M	Buy	+23,427	New	+$2.73M	0.15%	108

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

Baker Avenue Asset Management's EW Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Edwards Lifesciences (EW) stake by 87% in Q2 2026, buying an estimated $270K and bringing the position to 6,949 shares worth $629K. The position accounts for 0.01% of the portfolio, ranked #427.

Baker Avenue Asset Management first reported a position in EW in Q4 2021 and has held it in 12 quarters since. The position peaked at $3.05M in Q1 2022. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Baker Avenue Asset Management held 6,949 shares of Edwards Lifesciences worth $629K as of Q2 2026.
Baker Avenue Asset Management bought 3,225 Edwards Lifesciences shares in Q2 2026, an estimated $270K.
Edwards Lifesciences made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #427 holding.
Baker Avenue Asset Management first reported a position in Edwards Lifesciences in Q4 2021 and has held it in 12 quarters since.
Baker Avenue Asset Management's Edwards Lifesciences position peaked at $3.05M in Q1 2022.
1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.