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Callan Family Office’s Edwards Lifesciences EW Stock Holding History

Callan Family Office’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 		$2.25M Sell
24,836
-31,401
-56% -$2.63M 0.04% 358
2026
Q1 		$4.5M Buy
56,237
+1,331
+2% +$110K 0.1% 206
2025
Q4 		$4.68M Buy
54,906
+17,000
+45% +$1.4M 0.1% 200
2025
Q3 		$2.95M Buy
37,906
+1,707
+5% +$133K 0.09% 219
2025
Q2 		$2.83M Buy
36,199
+27,509
+317% +$2.05M 0.09% 228
2025
Q1 		$630K Buy
8,690
+1,167
+16% +$83.5K 0.05% 283
2024
Q4 		$557K Buy
+7,523
New +$527K 0.04% 348

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 $3.37T AUM 44.26% 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

Callan Family Office's EW Position: Q2 2026 in Review

Callan Family Office reduced its Edwards Lifesciences (EW) stake by 56% in Q2 2026, selling an estimated $2.63M and leaving 24,836 shares worth $2.25M. The position accounts for 0.04% of the portfolio, ranked #358.

Callan Family Office first reported a position in EW in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.68M in Q4 2025. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Callan Family Office held 24,836 shares of Edwards Lifesciences worth $2.25M as of Q2 2026.
  • Callan Family Office sold 31,401 Edwards Lifesciences shares in Q2 2026, an estimated $2.63M.
  • Edwards Lifesciences made up 0.04% of Callan Family Office's portfolio in Q2 2026, its #358 holding.
  • Callan Family Office first reported a position in Edwards Lifesciences in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's Edwards Lifesciences position peaked at $4.68M in Q4 2025.
  • 1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.