Capital Asset Advisory Services’s Edwards Lifesciences EW Stock Holding History

Capital Asset Advisory Services’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	$221K	Buy	+2,444	New	+$205K	0.01%	337
2026 Q1	–	Sell	-2,486	Closed	-$213K	–	309
2025 Q4	$213K	Sell	2,486 -3,365	-58%	-$276K	0.01%	277
2025 Q3	$455K	Sell	5,851 -2	-0%	-$156	0.02%	181
2025 Q2	$452K	Buy	+5,853	New	+$437K	0.02%	179
2024 Q4	–	Sell	-3,623	Closed	-$248K	–	317
2024 Q3	$248K	Sell	3,623 -104	-3%	-$7.56K	0.01%	278
2024 Q2	$348K	Sell	3,727 -20	-0.5%	-$1.77K	0.02%	229
2024 Q1	$347K	Buy	3,747 +11	+0.3%	+$924	0.02%	227
2023 Q4	$285K	Buy	3,736 +64	+2%	+$4.45K	0.02%	243
2023 Q3	$261K	Sell	3,672 -25	-0.7%	-$2.01K	0.02%	262
2023 Q2	$345K	Sell	3,697 -24	-0.6%	-$2.09K	0.02%	237
2023 Q1	$308K	Sell	3,721 -339	-8%	-$26.6K	0.02%	255
2022 Q4	$304K	Buy	+4,060	New	+$313K	0.02%	268
2022 Q3	–	Sell	-5,081	Closed	-$483K	–	498
2022 Q2	$483K	Buy	+5,081	New	+$526K	0.05%	233
2020 Q3	–	Sell	-10,470	Closed	-$803K	–	569
2020 Q2	$803K	Buy	+10,470	New	+$744K	0.17%	111
2020 Q1	–	Sell	-10,755	Closed	-$829K	–	537
2019 Q4	$829K	Buy	10,755 +225	+2%	+$17.6K	0.19%	100
2019 Q3	$772K	Sell	10,530 -90	-0.8%	-$6.32K	0.51%	36
2019 Q2	$654K	Hold	10,620	–	–	0.5%	35
2019 Q1	$677K	Hold	10,620	–	–	0.88%	18
2018 Q4	$542K	Sell	10,620 -45	-0.4%	-$2.28K	0.52%	44
2018 Q3	$619K	Sell	10,665 -150	-1%	-$7.34K	0.52%	45
2018 Q2	$525K	Sell	10,815 -1,275	-11%	-$59.5K	0.47%	46
2018 Q1	$562K	Sell	12,090 -105	-0.9%	-$4.56K	0.52%	48
2017 Q4	$458K	Sell	12,195 -1,935	-14%	-$71K	0.42%	63
2017 Q3	$515K	Sell	14,130 -585	-4%	-$22.3K	0.47%	54
2017 Q2	$575K	Buy	+14,715	New	+$537K	0.37%	65
2016 Q2	–	Sell	-15,000	Closed	-$441K	–	70
2016 Q1	$441K	Buy	+15,000	New	+$414K	0.48%	45

Other funds holding EW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

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

Capital Asset Advisory Services's EW Position: Q2 2026 in Review

Capital Asset Advisory Services opened a new position in Edwards Lifesciences (EW) in Q2 2026: 2,444 shares worth $221K. The stake represents 0.01% of the portfolio and ranks #337 among its holdings. This is a return to the name: Capital Asset Advisory Services previously reported a position in EW as recently as Q4 2025.

Capital Asset Advisory Services first reported a position in EW in Q1 2016 and has held it in 26 quarters since. The position peaked at $829K in Q4 2019. 1,338 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Capital Asset Advisory Services held 2,444 shares of Edwards Lifesciences worth $221K as of Q2 2026.
Edwards Lifesciences was a new Capital Asset Advisory Services position in Q2 2026.
Edwards Lifesciences made up 0.01% of Capital Asset Advisory Services's portfolio in Q2 2026, its #337 holding.
Capital Asset Advisory Services first reported a position in Edwards Lifesciences in Q1 2016 and has held it in 26 quarters since.
Capital Asset Advisory Services's Edwards Lifesciences position peaked at $829K in Q4 2019.
1,338 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.