Bartlett & Co Wealth Management’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $553K | Buy |
6,116
+21
| +0.3% | +$1.76K | 0.01% | 338 |
|
|
2026
Q1 | $508K | Buy |
6,095
+13
| +0.2% | +$1.07K | 0.01% | 336 |
|
|
2025
Q4 | $518K | Hold |
6,082
| – | – | 0.01% | 328 |
|
|
2025
Q3 | $473K | Buy |
6,082
+78
| +1% | +$6.09K | 0.01% | 341 |
|
|
2025
Q2 | $470K | Sell |
6,004
-238
| -4% | -$17.8K | 0.01% | 341 |
|
|
2025
Q1 | $452K | Sell |
6,242
-133
| -2% | -$9.52K | 0.01% | 345 |
|
|
2024
Q4 | $472K | Hold |
6,375
| – | – | 0.01% | 333 |
|
|
2024
Q3 | $421K | Hold |
6,375
| – | – | 0.01% | 350 |
|
|
2024
Q2 | $589K | Sell |
6,375
-4
| -0.1% | -$354 | 0.01% | 303 |
|
|
2024
Q1 | $610K | Buy |
6,379
+4
| +0.1% | +$336 | 0.01% | 304 |
|
|
2023
Q4 | $489K | Hold |
6,375
| – | – | 0.01% | 354 |
|
|
2023
Q3 | $442K | Hold |
6,375
| – | – | 0.01% | 351 |
|
|
2023
Q2 | $601K | Hold |
6,375
| – | – | 0.01% | 320 |
|
|
2023
Q1 | $527K | Hold |
6,375
| – | – | 0.01% | 284 |
|
|
2022
Q4 | $476K | Hold |
6,375
| – | – | 0.01% | 301 |
|
|
2022
Q3 | $527K | Hold |
6,375
| – | – | 0.01% | 277 |
|
|
2022
Q2 | $606K | Sell |
6,375
-408
| -6% | -$42.2K | 0.01% | 260 |
|
|
2022
Q1 | $798K | Hold |
6,783
| – | – | 0.01% | 244 |
|
|
2021
Q4 | $879K | Buy |
6,783
+240
| +4% | +$28K | 0.01% | 243 |
|
|
2021
Q3 | $741K | Sell |
6,543
-6
| -0.1% | -$685 | 0.01% | 229 |
|
|
2021
Q2 | $678K | Hold |
6,549
| – | – | 0.01% | 231 |
|
|
2021
Q1 | $548K | Hold |
6,549
| – | – | 0.01% | 253 |
|
|
2020
Q4 | $597K | Sell |
6,549
-84
| -1% | -$6.97K | 0.01% | 235 |
|
|
2020
Q3 | $529K | Hold |
6,633
| – | – | 0.01% | 237 |
|
|
2020
Q2 | $458K | Sell |
6,633
-1,140
| -15% | -$81K | 0.01% | 244 |
|
|
2020
Q1 | $489K | Sell |
7,773
-945
| -11% | -$68.1K | 0.01% | 230 |
|
|
2019
Q4 | $678K | Hold |
8,718
| – | – | 0.02% | 231 |
|
|
2019
Q3 | $639K | Buy |
8,718
+2,310
| +36% | +$162K | 0.02% | 236 |
|
|
2019
Q2 | $395K | Hold |
6,408
| – | – | 0.01% | 215 |
|
|
2019
Q1 | $409K | Hold |
6,408
| – | – | 0.02% | 212 |
|
|
2018
Q4 | $327K | Hold |
6,408
| – | – | 0.01% | 222 |
|
|
2018
Q3 | $372K | Hold |
6,408
| – | – | 0.01% | 218 |
|
|
2018
Q2 | $311K | Sell |
6,408
-408
| -6% | -$19K | 0.01% | 223 |
|
|
2018
Q1 | $317K | Buy |
+6,816
| New | +$296K | 0.01% | 220 |
|
Other funds holding EW
Bartlett & Co Wealth Management's EW Position: Q2 2026 in Review
Bartlett & Co Wealth Management increased its Edwards Lifesciences (EW) stake by 0.34% in Q2 2026, buying an estimated $1.76K and bringing the position to 6,116 shares worth $553K. The position accounts for 0.01% of the portfolio, ranked #338.
Bartlett & Co Wealth Management first reported a position in EW in Q1 2018 and has held it in 34 quarters since. The position peaked at $879K in Q4 2021. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.
- Bartlett & Co Wealth Management held 6,116 shares of Edwards Lifesciences worth $553K as of Q2 2026.
- Bartlett & Co Wealth Management bought 21 Edwards Lifesciences shares in Q2 2026, an estimated $1.76K.
- Edwards Lifesciences made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #338 holding.
- Bartlett & Co Wealth Management first reported a position in Edwards Lifesciences in Q1 2018 and has held it in 34 quarters since.
- Bartlett & Co Wealth Management's Edwards Lifesciences position peaked at $879K in Q4 2021.
- 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.