BIAS
EW icon

Beacon Investment Advisory Services’s Edwards Lifesciences EW Stock Holding History

Beacon Investment Advisory 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 		– Sell
-75
Closed -$6.01K – 821
2026
Q1 		$6.01K Buy
+75
New +$6.18K ﹤0.01% 684
2024
Q4 		– Sell
-50,178
Closed -$3.31M – 253
2024
Q3 		$3.31M Sell
50,178
-17,347
-26% -$1.26M 0.14% 102
2024
Q2 		$6.24M Sell
67,525
-5,182
-7% -$459K 0.27% 78
2024
Q1 		$6.95M Sell
72,707
-711
-1% -$59.7K 0.3% 75
2023
Q4 		$5.6M Sell
73,418
-3,295
-4% -$229K 0.25% 85
2023
Q3 		$5.31M Buy
76,713
+2,658
+4% +$214K 0.26% 80
2023
Q2 		$6.99M Buy
74,055
+2,210
+3% +$192K 0.32% 69
2023
Q1 		$5.94M Sell
71,845
-262
-0.4% -$20.6K 0.29% 77
2022
Q4 		$5.38M Buy
72,107
+613
+0.9% +$47.2K 0.28% 79
2022
Q3 		$5.91M Buy
71,494
+8,834
+14% +$850K 0.33% 71
2022
Q2 		$5.96M Buy
62,660
+180
+0.3% +$18.6K 0.31% 75
2022
Q1 		$7.36M Buy
62,480
+157
+0.3% +$17.6K 0.31% 74
2021
Q4 		$8.07M Buy
62,323
+2,466
+4% +$288K 0.31% 77
2021
Q3 		$6.78M Sell
59,857
-1,220
-2% -$139K 0.28% 82
2021
Q2 		$6.33M Buy
61,077
+853
+1% +$80.4K 0.26% 81
2021
Q1 		$5.04M Buy
60,224
+2,020
+3% +$171K 0.22% 88
2020
Q4 		$5.31M Buy
58,204
+7,070
+14% +$586K 0.25% 81
2020
Q3 		$4.08M Buy
51,134
+8,296
+19% +$647K 0.21% 87
2020
Q2 		$2.96M Buy
42,838
+28,774
+205% +$2.04M 0.17% 99
2020
Q1 		$884K Buy
+14,064
New +$1.01M 0.06% 137

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

Beacon Investment Advisory Services's EW Position: Q2 2026 in Review

Beacon Investment Advisory Services sold out of Edwards Lifesciences (EW) in Q2 2026, closing a stake of 75 shares — an estimated $6.01K sold.

Beacon Investment Advisory Services first reported a position in EW in Q1 2020 and held it in 20 quarters. The position peaked at $8.07M in Q4 2021. 372 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Beacon Investment Advisory Services reported no remaining Edwards Lifesciences position as of Q2 2026 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 75 Edwards Lifesciences shares in Q2 2026, an estimated $6.01K.
  • Beacon Investment Advisory Services first reported a position in Edwards Lifesciences in Q1 2020 and held it in 20 quarters.
  • Beacon Investment Advisory Services's Edwards Lifesciences position peaked at $8.07M in Q4 2021.
  • 372 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.