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BIP Wealth’s Edwards Lifesciences EW Stock Holding History

BIP Wealth’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 		$208K Sell
2,298
-1,139
-33% -$95.4K 0.01% 539
2026
Q1 		$275K Sell
3,437
-1,272
-27% -$105K 0.01% 386
2025
Q4 		$401K Buy
+4,709
New +$386K 0.01% 327

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

BIP Wealth's EW Position: Q2 2026 in Review

BIP Wealth reduced its Edwards Lifesciences (EW) stake by 33% in Q2 2026, selling an estimated $95.4K and leaving 2,298 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #539.

BIP Wealth first reported a position in EW in Q4 2025 and has held it in 3 quarters since. The position peaked at $401K in Q4 2025. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • BIP Wealth held 2,298 shares of Edwards Lifesciences worth $208K as of Q2 2026.
  • BIP Wealth sold 1,139 Edwards Lifesciences shares in Q2 2026, an estimated $95.4K.
  • Edwards Lifesciences made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #539 holding.
  • BIP Wealth first reported a position in Edwards Lifesciences in Q4 2025 and has held it in 3 quarters since.
  • BIP Wealth's Edwards Lifesciences position peaked at $401K in Q4 2025.
  • 1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.