Caliber Wealth Management (Kansas)’s Edwards Lifesciences EW Stock Holding History

Caliber Wealth Management (Kansas)’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	$1.98M	Sell	21,920 -1,916	-8%	-$161K	0.19%	96
2026 Q1	$1.91M	Buy	23,836 +2,162	+10%	+$178K	0.21%	93
2025 Q4	$1.85M	Buy	21,674 +1,489	+7%	+$122K	0.2%	97
2025 Q3	$1.57M	Sell	20,185 -412	-2%	-$32.2K	0.18%	111
2025 Q2	$1.61M	Sell	20,597 -2,809	-12%	-$209K	0.17%	116
2025 Q1	$1.7M	Buy	+23,406	New	+$1.68M	0.23%	102

Other funds holding EW

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 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

TIM

Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s EW Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its Edwards Lifesciences (EW) stake by 8% in Q2 2026, selling an estimated $161K and leaving 21,920 shares worth $1.98M. The position accounts for 0.19% of the portfolio, ranked #96.

Caliber Wealth Management (Kansas) first reported a position in EW in Q1 2025 and has held it in 6 quarters since. 469 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Caliber Wealth Management (Kansas) held 21,920 shares of Edwards Lifesciences worth $1.98M as of Q2 2026.
Caliber Wealth Management (Kansas) sold 1,916 Edwards Lifesciences shares in Q2 2026, an estimated $161K.
Edwards Lifesciences made up 0.19% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #96 holding.
Caliber Wealth Management (Kansas) first reported a position in Edwards Lifesciences in Q1 2025 and has held it in 6 quarters since.
469 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.