Bay Harbor Wealth Management’s Edwards Lifesciences EW Stock Holding History

Bay Harbor Wealth 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	$7.51K	Buy	83 +18	+28%	+$1.51K	﹤0.01%	339
2026 Q1	$5.21K	Buy	65 +23	+55%	+$1.9K	﹤0.01%	338
2025 Q4	$3.58K	Buy	42 +14	+50%	+$1.15K	﹤0.01%	346
2025 Q3	$2.18K	Buy	28 +6	+27%	+$469	﹤0.01%	356
2025 Q2	$1.72K	Buy	22 +12	+120%	+$895	﹤0.01%	337
2025 Q1	$724	Buy	+10	New	+$716	﹤0.01%	354
2019 Q2	–	Sell	-39	Closed	-$2.36K	–	363
2019 Q1	$2K	Hold	39	–	–	﹤0.01%	335
2018 Q4	$2K	Buy	+39	New	+$1.97K	﹤0.01%	319

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

Bay Harbor Wealth Management's EW Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Edwards Lifesciences (EW) stake by 28% in Q2 2026, buying an estimated $1.51K and bringing the position to 83 shares worth $7.51K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Bay Harbor Wealth Management first reported a position in EW in Q4 2018 and has held it in 8 quarters since. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Bay Harbor Wealth Management held 83 shares of Edwards Lifesciences worth $7.51K as of Q2 2026.
Bay Harbor Wealth Management bought 18 Edwards Lifesciences shares in Q2 2026, an estimated $1.51K.
Edwards Lifesciences made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #339 holding.
Bay Harbor Wealth Management first reported a position in Edwards Lifesciences in Q4 2018 and has held it in 8 quarters since.
1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.