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Benjamin Edwards Inc’s Edwards Lifesciences EW Stock Holding History

Benjamin Edwards Inc’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 		$271K Sell
2,991
-4,891
-62% -$410K ﹤0.01% 1278
2026
Q1 		$631K Buy
7,882
+123
+2% +$10.1K 0.01% 909
2025
Q4 		$661K Buy
7,759
+105
+1% +$8.62K 0.01% 853
2025
Q3 		$595K Buy
7,654
+901
+13% +$70.4K 0.01% 876
2025
Q2 		$528K Buy
6,753
+721
+12% +$53.8K 0.01% 834
2025
Q1 		$437K Sell
6,032
-13,136
-69% -$940K 0.01% 828
2024
Q4 		$1.42M Buy
19,168
+3,844
+25% +$269K 0.02% 509
2024
Q3 		$1.01M Buy
15,324
+15,106
+6,929% +$1.1M 0.01% 600
2024
Q2 		$20K Buy
218
+37
+20% +$3.28K ﹤0.01% 587
2024
Q1 		$17K Buy
+181
New +$15.2K ﹤0.01% 590

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

Benjamin Edwards Inc's EW Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Edwards Lifesciences (EW) stake by 62% in Q2 2026, selling an estimated $410K and leaving 2,991 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Benjamin Edwards Inc first reported a position in EW in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.42M in Q4 2024. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Benjamin Edwards Inc held 2,991 shares of Edwards Lifesciences worth $271K as of Q2 2026.
  • Benjamin Edwards Inc sold 4,891 Edwards Lifesciences shares in Q2 2026, an estimated $410K.
  • Edwards Lifesciences made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1278 holding.
  • Benjamin Edwards Inc first reported a position in Edwards Lifesciences in Q1 2024 and has held it in 10 quarters since.
  • Benjamin Edwards Inc's Edwards Lifesciences position peaked at $1.42M in Q4 2024.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.