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Bare Financial Services’s Edwards Lifesciences EW Stock Holding History

Bare Financial Services’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 		$10.7K Buy
118
+39
+49% +$3.27K ﹤0.01% 557
2026
Q1 		$6.33K Buy
79
+19
+32% +$1.57K ﹤0.01% 542
2025
Q4 		$5.12K Buy
60
+7
+13% +$574 ﹤0.01% 531
2025
Q3 		$4.12K Buy
53
+6
+13% +$469 ﹤0.01% 618
2025
Q2 		$3.68K Buy
47
+38
+422% +$2.83K ﹤0.01% 615
2025
Q1 		$652 Buy
+9
New +$644 ﹤0.01% 666

Other funds holding EW

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bare Financial Services's EW Position: Q2 2026 in Review

Bare Financial Services increased its Edwards Lifesciences (EW) stake by 49% in Q2 2026, buying an estimated $3.27K and bringing the position to 118 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Bare Financial Services first reported a position in EW in Q1 2025 and has held it in 6 quarters since. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Bare Financial Services held 118 shares of Edwards Lifesciences worth $10.7K as of Q2 2026.
  • Bare Financial Services bought 39 Edwards Lifesciences shares in Q2 2026, an estimated $3.27K.
  • Edwards Lifesciences made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #557 holding.
  • Bare Financial Services first reported a position in Edwards Lifesciences in Q1 2025 and has held it in 6 quarters since.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.