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Balance Wealth’s Edwards Lifesciences EW Stock Holding History

Balance 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 		$251K Sell
2,771
-222
-7% -$18.6K 0.07% 145
2026
Q1 		$240K Buy
2,993
+263
+10% +$21.7K 0.07% 132
2025
Q4 		$233K Buy
+2,730
New +$224K 0.07% 130

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
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
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Balance Wealth's EW Position: Q2 2026 in Review

Balance Wealth reduced its Edwards Lifesciences (EW) stake by 7.4% in Q2 2026, selling an estimated $18.6K and leaving 2,771 shares worth $251K. The position accounts for 0.07% of the portfolio, ranked #145.

Balance Wealth first reported a position in EW in Q4 2025 and has held it in 3 quarters since. 372 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Balance Wealth held 2,771 shares of Edwards Lifesciences worth $251K as of Q2 2026.
  • Balance Wealth sold 222 Edwards Lifesciences shares in Q2 2026, an estimated $18.6K.
  • Edwards Lifesciences made up 0.07% of Balance Wealth's portfolio in Q2 2026, its #145 holding.
  • Balance Wealth first reported a position in Edwards Lifesciences in Q4 2025 and has held it in 3 quarters since.
  • 372 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.