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Bruce G. Allen Investments’s Edwards Lifesciences EW Stock Holding History

Bruce G. Allen Investments’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 		$5.79K Sell
64
-3
-4% -$251 ﹤0.01% 551
2026
Q1 		$5.37K Hold
67
– – ﹤0.01% 550
2025
Q4 		$5.71K Hold
67
– – ﹤0.01% 538
2025
Q3 		$5.21K Hold
67
– – ﹤0.01% 558
2025
Q2 		$5.24K Buy
67
+3
+5% +$224 ﹤0.01% 560
2025
Q1 		$4.64K Hold
64
– – ﹤0.01% 574
2024
Q4 		$4.74K Buy
+64
New +$4.48K ﹤0.01% 587

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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's EW Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Edwards Lifesciences (EW) stake by 4.5% in Q2 2026, selling an estimated $251 and leaving 64 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Bruce G. Allen Investments first reported a position in EW in Q4 2024 and has held it in 7 quarters since. 1,338 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Bruce G. Allen Investments held 64 shares of Edwards Lifesciences worth $5.79K as of Q2 2026.
  • Bruce G. Allen Investments sold 3 Edwards Lifesciences shares in Q2 2026, an estimated $251.
  • Edwards Lifesciences made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #551 holding.
  • Bruce G. Allen Investments first reported a position in Edwards Lifesciences in Q4 2024 and has held it in 7 quarters since.
  • 1,338 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.