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Cape Investment Advisory’s Edwards Lifesciences EW Stock Holding History

Cape Investment Advisory’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 		$2.89K Buy
+32
New +$2.68K ﹤0.01% 1160
2026
Q1 		– Sell
-29
Closed -$2.47K – 509
2025
Q4 		$2.47K Buy
29
+27
+1,350% +$2.22K ﹤0.01% 1065
2025
Q3 		$156 Hold
2
– – ﹤0.01% 829
2025
Q2 		$156 Hold
2
– – ﹤0.01% 1124
2025
Q1 		$145 Sell
2
-9
-82% -$644 ﹤0.01% 1067
2024
Q4 		$814 Buy
+11
New +$770 ﹤0.01% 986

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

Cape Investment Advisory's EW Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Edwards Lifesciences (EW) in Q2 2026: 32 shares worth $2.89K. The stake represents ﹤0.01% of the portfolio and ranks #1160 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in EW as recently as Q4 2025.

Cape Investment Advisory first reported a position in EW in Q4 2024 and has held it in 6 quarters since. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Cape Investment Advisory held 32 shares of Edwards Lifesciences worth $2.89K as of Q2 2026.
  • Edwards Lifesciences was a new Cape Investment Advisory position in Q2 2026.
  • Edwards Lifesciences made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1160 holding.
  • Cape Investment Advisory first reported a position in Edwards Lifesciences in Q4 2024 and has held it in 6 quarters since.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.