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Capital Advisors Ltd’s Edwards Lifesciences EW Stock Holding History

Capital Advisors Ltd’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 		$204K Hold
2,259
– – 0.02% 300
2026
Q1 		$181K Hold
2,259
– – 0.02% 305
2025
Q4 		$193K Hold
2,259
– – 0.02% 291
2025
Q3 		$176K Sell
2,259
-1
-0% -$78 0.02% 294
2025
Q2 		$177K Sell
2,260
-186
-8% -$13.9K 0.02% 288
2025
Q1 		$177K Buy
2,446
+1
+0% +$72 0.02% 284
2024
Q4 		$181K Sell
2,445
-398
-14% -$27.9K 0.02% 277
2024
Q3 		$188K Sell
2,843
-11
-0.4% -$799 0.02% 276
2024
Q2 		$264K Hold
2,854
– – 0.03% 230
2024
Q1 		$273K Buy
2,854
+11
+0.4% +$924 0.04% 234
2023
Q4 		$217K Sell
2,843
-20
-0.7% -$1.39K 0.03% 250
2023
Q3 		$198K Sell
2,863
-94
-3% -$7.55K 0.03% 247
2023
Q2 		$279K Buy
2,957
+1,150
+64% +$100K 0.04% 214
2023
Q1 		$149K Sell
1,807
-1,110
-38% -$87.3K 0.02% 274
2022
Q4 		$132K Buy
2,917
+2,896
+13,790% +$223K 0.02% 284
2022
Q3 		$2K Buy
+21
New +$2.02K ﹤0.01% 837
2022
Q2 		– Sell
-6
Closed -$1K – 1085
2022
Q1 		$1K Sell
6
-1
-14% -$112 ﹤0.01% 709
2021
Q4 		$1K Buy
+7
New +$817 ﹤0.01% 659

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 Ltd's EW Position: Q2 2026 in Review

Capital Advisors Ltd held its Edwards Lifesciences (EW) position steady in Q2 2026 at 2,259 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #300.

Capital Advisors Ltd first reported a position in EW in Q4 2021 and has held it in 18 quarters since. The position peaked at $279K in Q2 2023. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Capital Advisors Ltd held 2,259 shares of Edwards Lifesciences worth $204K as of Q2 2026.
  • Capital Advisors Ltd left its Edwards Lifesciences share count unchanged in Q2 2026.
  • Edwards Lifesciences made up 0.02% of Capital Advisors Ltd's portfolio in Q2 2026, its #300 holding.
  • Capital Advisors Ltd first reported a position in Edwards Lifesciences in Q4 2021 and has held it in 18 quarters since.
  • Capital Advisors Ltd's Edwards Lifesciences position peaked at $279K in Q2 2023.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.