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Brown Wealth Management’s Edwards Lifesciences EW Stock Holding History

Brown Wealth 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 		$478K Buy
5,288
+59
+1% +$4.94K 0.11% 85
2026
Q1 		$419K Buy
5,229
+245
+5% +$20.2K 0.11% 81
2025
Q4 		$425K Buy
+4,984
New +$409K 0.11% 73

Other funds holding EW

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Brown Wealth Management's EW Position: Q2 2026 in Review

Brown Wealth Management increased its Edwards Lifesciences (EW) stake by 1.1% in Q2 2026, buying an estimated $4.94K and bringing the position to 5,288 shares worth $478K. The position accounts for 0.11% of the portfolio, ranked #85.

Brown Wealth Management first reported a position in EW in Q4 2025 and has held it in 3 quarters since. 265 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Brown Wealth Management held 5,288 shares of Edwards Lifesciences worth $478K as of Q2 2026.
  • Brown Wealth Management bought 59 Edwards Lifesciences shares in Q2 2026, an estimated $4.94K.
  • Edwards Lifesciences made up 0.11% of Brown Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Brown Wealth Management first reported a position in Edwards Lifesciences in Q4 2025 and has held it in 3 quarters since.
  • 265 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.