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Bullock Wealth Management’s Edwards Lifesciences EW Stock Holding History

Bullock 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 		$16K Hold
174
– – 0.01% 389
2026
Q1 		$14.1K Hold
174
– – 0.01% 390
2025
Q4 		$14.8K Hold
174
– – 0.01% 368
2025
Q3 		$13.3K Hold
174
– – 0.01% 383
2025
Q2 		$13.4K Sell
174
-143
-45% -$10.7K 0.01% 361
2025
Q1 		$22.8K Hold
317
– – 0.01% 296
2024
Q4 		$23.5K Sell
317
-54
-15% -$3.78K 0.01% 307
2024
Q3 		$24.2K Hold
371
– – 0.01% 293
2024
Q2 		$33.5K Hold
371
– – 0.02% 264
2024
Q1 		$35K Buy
+371
New +$31.2K 0.02% 264

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

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

Bullock Wealth Management held its Edwards Lifesciences (EW) position steady in Q2 2026 at 174 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #389.

Bullock Wealth Management first reported a position in EW in Q1 2024 and has held it in 10 quarters since. The position peaked at $35K in Q1 2024. 1,338 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Bullock Wealth Management held 174 shares of Edwards Lifesciences worth $16K as of Q2 2026.
  • Bullock Wealth Management left its Edwards Lifesciences share count unchanged in Q2 2026.
  • Edwards Lifesciences made up 0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #389 holding.
  • Bullock Wealth Management first reported a position in Edwards Lifesciences in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Edwards Lifesciences position peaked at $35K in Q1 2024.
  • 1,338 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.