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 Q3	$454K	Sell	5,255 -33	-0.6%	-$2.93K	0.1%	86
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) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Seilern Investment Management London, United Kingdom $771M AUM 2.59% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Brown Wealth Management's EW Position: Q3 2026 in Review

Brown Wealth Management reduced its Edwards Lifesciences (EW) stake by 0.62% in Q3 2026, selling an estimated $2.93K and leaving 5,255 shares worth $454K. The position accounts for 0.1% of the portfolio, ranked #86.

Brown Wealth Management first reported a position in EW in Q4 2025 and has held it in 4 quarters since. The position peaked at $478K in Q2 2026. 326 funds tracked by Wall St. Rank hold EW as of Q3 2026.

Brown Wealth Management held 5,255 shares of Edwards Lifesciences worth $454K as of Q3 2026.
Brown Wealth Management sold 33 Edwards Lifesciences shares in Q3 2026, an estimated $2.93K.
Edwards Lifesciences made up 0.1% of Brown Wealth Management's portfolio in Q3 2026, its #86 holding.
Brown Wealth Management first reported a position in Edwards Lifesciences in Q4 2025 and has held it in 4 quarters since.
Brown Wealth Management's Edwards Lifesciences position peaked at $478K in Q2 2026.
326 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.