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Capital Advisors Inc’s Edwards Lifesciences EW Stock Holding History

Capital Advisors Inc’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 		$576K Buy
6,362
+64
+1% +$5.36K 0.01% 218
2026
Q1 		$504K Buy
6,298
+913
+17% +$75.3K 0.01% 223
2025
Q4 		$459K Hold
5,385
– – 0.01% 221
2025
Q3 		$419K Sell
5,385
-18
-0.3% -$1.41K 0.01% 217
2025
Q2 		$423K Sell
5,403
-545
-9% -$40.6K 0.01% 216
2025
Q1 		$431K Buy
5,948
+16
+0.3% +$1.15K 0.01% 209
2024
Q4 		$439K Sell
5,932
-4,887
-45% -$342K 0.01% 208
2024
Q3 		$714K Sell
10,819
-15
-0.1% -$1.09K 0.01% 170
2024
Q2 		$1M Sell
10,834
-77
-0.7% -$6.82K 0.02% 146
2024
Q1 		$1.04M Buy
10,911
+42
+0.4% +$3.53K 0.02% 147
2023
Q4 		$829K Sell
10,869
-155
-1% -$10.8K 0.02% 164
2023
Q3 		$764K Hold
11,024
– – 0.02% 146
2023
Q2 		$1.04M Sell
11,024
-61
-0.6% -$5.3K 0.03% 133
2023
Q1 		$917K Buy
11,085
+61
+0.6% +$4.79K 0.02% 139
2022
Q4 		$823K Buy
11,024
+155
+1% +$11.9K 0.02% 150
2022
Q3 		$896K Hold
10,869
– – 0.03% 132
2022
Q2 		$1.03M Sell
10,869
-1,272
-10% -$132K 0.03% 128
2022
Q1 		$1.43M Hold
12,141
– – 0.04% 107
2021
Q4 		$1.57M Hold
12,141
– – 0.04% 111
2021
Q3 		$1.37M Buy
12,141
+4,887
+67% +$558K 0.04% 116
2021
Q2 		$751K Hold
7,254
– – 0.02% 137
2021
Q1 		$607K Hold
7,254
– – 0.02% 145
2020
Q4 		$662K Sell
7,254
-54
-0.7% -$4.48K 0.02% 124
2020
Q3 		$583K Buy
7,308
+2,454
+51% +$191K 0.02% 121
2020
Q2 		$376K Hold
4,854
– – 0.02% 138
2020
Q1 		$305K Sell
4,854
-18
-0.4% -$1.3K 0.02% 132
2019
Q4 		$379K Sell
4,872
-117
-2% -$9.14K 0.02% 143
2019
Q3 		$307K Hold
4,989
– – 0.02% 149
2019
Q2 		$307K Buy
+4,989
New +$302K 0.02% 149
2017
Q2 		– Sell
-15,564
Closed -$488K – 198
2017
Q1 		$488K Buy
+15,564
New +$487K 0.03% 136

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

Capital Advisors Inc's EW Position: Q2 2026 in Review

Capital Advisors Inc increased its Edwards Lifesciences (EW) stake by 1% in Q2 2026, buying an estimated $5.36K and bringing the position to 6,362 shares worth $576K. The position accounts for 0.01% of the portfolio, ranked #218.

Capital Advisors Inc first reported a position in EW in Q1 2017 and has held it in 30 quarters since. The position peaked at $1.57M in Q4 2021. 1,328 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Capital Advisors Inc held 6,362 shares of Edwards Lifesciences worth $576K as of Q2 2026.
  • Capital Advisors Inc bought 64 Edwards Lifesciences shares in Q2 2026, an estimated $5.36K.
  • Edwards Lifesciences made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #218 holding.
  • Capital Advisors Inc first reported a position in Edwards Lifesciences in Q1 2017 and has held it in 30 quarters since.
  • Capital Advisors Inc's Edwards Lifesciences position peaked at $1.57M in Q4 2021.
  • 1,328 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.