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Bell Investment Advisors’s Edwards Lifesciences EW Stock Holding History

Bell Investment Advisors’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 		$44.4K Sell
491
-8
-2% -$670 0.01% 291
2026
Q1 		$40K Sell
499
-14
-3% -$1.15K 0.01% 292
2025
Q4 		$43.7K Sell
513
-12
-2% -$985 0.01% 270
2025
Q3 		$40.8K Sell
525
-143
-21% -$11.2K 0.01% 270
2025
Q2 		$52.2K Buy
668
+434
+185% +$32.4K 0.01% 238
2025
Q1 		$17K Sell
234
-89
-28% -$6.37K ﹤0.01% 433
2024
Q4 		$23.9K Sell
323
-3
-0.9% -$210 ﹤0.01% 345
2024
Q3 		$21.5K Sell
326
-19
-6% -$1.38K ﹤0.01% 385
2024
Q2 		$31.9K Hold
345
– – 0.01% 285
2024
Q1 		$33K Sell
345
-1
-0.3% -$84 0.01% 275
2023
Q4 		$26.4K Sell
346
-121
-26% -$8.42K 0.01% 288
2023
Q3 		$32.4K Sell
467
-64
-12% -$5.14K 0.01% 231
2023
Q2 		$50.1K Sell
531
-14
-3% -$1.22K 0.01% 166
2023
Q1 		$45.1K Buy
545
+93
+21% +$7.31K 0.01% 174
2022
Q4 		$33.7K Buy
452
+96
+27% +$7.4K 0.01% 218
2022
Q3 		$29K Buy
356
+42
+13% +$4.04K 0.01% 198
2022
Q2 		$30K Buy
+314
New +$32.5K 0.01% 196
2021
Q4 		$49K Buy
381
+36
+10% +$4.2K 0.01% 161
2021
Q3 		$39K Buy
+345
New +$39.4K 0.01% 174

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Bell Investment Advisors's EW Position: Q2 2026 in Review

Bell Investment Advisors reduced its Edwards Lifesciences (EW) stake by 1.6% in Q2 2026, selling an estimated $670 and leaving 491 shares worth $44.4K. The position accounts for 0.01% of the portfolio, ranked #291.

Bell Investment Advisors first reported a position in EW in Q3 2021 and has held it in 19 quarters since. The position peaked at $52.2K in Q2 2025. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Bell Investment Advisors held 491 shares of Edwards Lifesciences worth $44.4K as of Q2 2026.
  • Bell Investment Advisors sold 8 Edwards Lifesciences shares in Q2 2026, an estimated $670.
  • Edwards Lifesciences made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #291 holding.
  • Bell Investment Advisors first reported a position in Edwards Lifesciences in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Edwards Lifesciences position peaked at $52.2K in Q2 2025.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.