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Breakwater Investment Management’s Edwards Lifesciences EW Stock Holding History

Breakwater Investment Management’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
-6
Closed -$481 – 624
2026
Q1 		$481 Hold
6
– – ﹤0.01% 454
2025
Q4 		$512 Sell
6
-8
-57% -$657 ﹤0.01% 427
2025
Q3 		$1.09K Buy
14
+6
+75% +$469 ﹤0.01% 299
2025
Q2 		$626 Hold
8
– – ﹤0.01% 291
2025
Q1 		$580 Hold
8
– – ﹤0.01% 299
2024
Q4 		$593 Hold
8
– – ﹤0.01% 291
2024
Q3 		$528 Hold
8
– – ﹤0.01% 293
2024
Q2 		$739 Hold
8
– – ﹤0.01% 292
2024
Q1 		$765 Buy
+8
New +$672 ﹤0.01% 286

Other funds holding EW

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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

Breakwater Investment Management's EW Position: Q2 2026 in Review

Breakwater Investment Management sold out of Edwards Lifesciences (EW) in Q2 2026, closing a stake of 6 shares — an estimated $481 sold.

Breakwater Investment Management first reported a position in EW in Q1 2024 and held it in 9 quarters. The position peaked at $1.09K in Q3 2025. 1,325 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Breakwater Investment Management reported no remaining Edwards Lifesciences position as of Q2 2026 after selling out during the quarter.
  • Breakwater Investment Management sold 6 Edwards Lifesciences shares in Q2 2026, an estimated $481.
  • Breakwater Investment Management first reported a position in Edwards Lifesciences in Q1 2024 and held it in 9 quarters.
  • Breakwater Investment Management's Edwards Lifesciences position peaked at $1.09K in Q3 2025.
  • 1,325 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Breakwater Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.