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Bleakley Financial Group’s Edwards Lifesciences EW Stock Holding History

Bleakley Financial Group’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 		$3.79M Buy
41,897
+31,103
+288% +$2.61M 0.05% 302
2026
Q1 		$864K Sell
10,794
-28,787
-73% -$2.37M 0.01% 548
2025
Q4 		$3.37M Buy
+39,581
New +$3.25M 0.06% 256
2025
Q1 		– Sell
-4,280
Closed -$317K – 657
2024
Q4 		$317K Sell
4,280
-241
-5% -$16.9K 0.01% 783
2024
Q3 		$298K Sell
4,521
-2,131
-32% -$155K 0.01% 780
2024
Q2 		$614K Sell
6,652
-77
-1% -$6.82K 0.02% 540
2024
Q1 		$643K Sell
6,729
-8,424
-56% -$708K 0.02% 543
2023
Q4 		$1.16M Buy
15,153
+3,296
+28% +$229K 0.04% 369
2023
Q3 		$821K Sell
11,857
-1,939
-14% -$156K 0.03% 417
2023
Q2 		$1.3M Buy
13,796
+5,029
+57% +$437K 0.04% 350
2023
Q1 		$725K Buy
8,767
+1,078
+14% +$84.7K 0.02% 473
2022
Q4 		$574K Buy
+7,689
New +$593K 0.02% 515

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Bleakley Financial Group's EW Position: Q2 2026 in Review

Bleakley Financial Group increased its Edwards Lifesciences (EW) stake by 288% in Q2 2026, buying an estimated $2.61M and bringing the position to 41,897 shares worth $3.79M. The position accounts for 0.05% of the portfolio, ranked #302.

Bleakley Financial Group first reported a position in EW in Q4 2022 and has held it in 12 quarters since. 774 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Bleakley Financial Group held 41,897 shares of Edwards Lifesciences worth $3.79M as of Q2 2026.
  • Bleakley Financial Group bought 31,103 Edwards Lifesciences shares in Q2 2026, an estimated $2.61M.
  • Edwards Lifesciences made up 0.05% of Bleakley Financial Group's portfolio in Q2 2026, its #302 holding.
  • Bleakley Financial Group first reported a position in Edwards Lifesciences in Q4 2022 and has held it in 12 quarters since.
  • 774 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.