Baldwin Wealth Partners
EW icon

Baldwin Wealth Partners’s Edwards Lifesciences EW Stock Holding History

Baldwin Wealth Partners’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 		$278K Sell
3,220
-222
-6% -$19.7K 0.02% 193
2026
Q2 		$311K Sell
3,442
-111
-3% -$9.3K 0.02% 186
2026
Q1 		$285K Sell
3,553
-800
-18% -$66K 0.02% 187
2025
Q4 		$371K Sell
4,353
-720
-14% -$59.1K 0.02% 180
2025
Q3 		$395K Sell
5,073
-540
-10% -$42.2K 0.03% 167
2025
Q2 		$439K Sell
5,613
-1,035
-16% -$77.2K 0.03% 152
2025
Q1 		$482K Sell
6,648
-340
-5% -$24.3K 0.03% 146
2024
Q4 		$517K Sell
6,988
-5,300
-43% -$371K 0.04% 145
2024
Q3 		$811K Sell
12,288
-14,661
-54% -$1.07M 0.06% 137
2024
Q2 		$2.49M Sell
26,949
-708
-3% -$62.7K 0.19% 77
2024
Q1 		$2.64M Sell
27,657
-1,909
-6% -$160K 0.2% 78
2023
Q4 		$2.25M Sell
29,566
-4,975
-14% -$346K 0.18% 78
2023
Q3 		$2.39M Buy
34,541
+3,858
+13% +$310K 0.21% 81
2023
Q2 		$2.89M Sell
30,683
-312
-1% -$27.1K 0.24% 79
2023
Q1 		$2.56M Buy
30,995
+510
+2% +$40.1K 0.22% 84
2022
Q4 		$2.27M Buy
+30,485
New +$2.35M 0.21% 90
2021
Q3 		– Sell
-10
Closed -$1K – 649
2021
Q2 		$1K Buy
+10
New +$943 ﹤0.01% 640
2017
Q1 		– Sell
-24
Closed -$1K – 506
2016
Q4 		$1K Hold
24
– – ﹤0.01% 500
2016
Q3 		$1K Buy
+24
New +$904 ﹤0.01% 520

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 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

Baldwin Wealth Partners's EW Position: Q3 2026 in Review

Baldwin Wealth Partners reduced its Edwards Lifesciences (EW) stake by 6.4% in Q3 2026, selling an estimated $19.7K and leaving 3,220 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #193.

Baldwin Wealth Partners first reported a position in EW in Q3 2016 and has held it in 19 quarters since. The position peaked at $2.89M in Q2 2023. 492 funds tracked by Wall St. Rank hold EW as of Q3 2026.

  • Baldwin Wealth Partners held 3,220 shares of Edwards Lifesciences worth $278K as of Q3 2026.
  • Baldwin Wealth Partners sold 222 Edwards Lifesciences shares in Q3 2026, an estimated $19.7K.
  • Edwards Lifesciences made up 0.02% of Baldwin Wealth Partners's portfolio in Q3 2026, its #193 holding.
  • Baldwin Wealth Partners first reported a position in Edwards Lifesciences in Q3 2016 and has held it in 19 quarters since.
  • Baldwin Wealth Partners's Edwards Lifesciences position peaked at $2.89M in Q2 2023.
  • 492 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.