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Capital Investment Advisors’s Edwards Lifesciences EW Stock Holding History

Capital Investment Advisors’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 		$208K Buy
+2,301
New +$193K ﹤0.01% 749
2025
Q2 		– Sell
-5,775
Closed -$419K – 712
2025
Q1 		$419K Buy
5,775
+40
+0.7% +$2.86K 0.01% 462
2024
Q4 		$425K Sell
5,735
-143
-2% -$10K 0.01% 444
2024
Q3 		$388K Buy
5,878
+23
+0.4% +$1.67K 0.01% 462
2024
Q2 		$541K Sell
5,855
-10
-0.2% -$886 0.01% 381
2024
Q1 		$560K Buy
5,865
+107
+2% +$8.99K 0.01% 375
2023
Q4 		$439K Buy
5,758
+1,988
+53% +$138K 0.01% 405
2023
Q3 		$261K Sell
3,770
-108
-3% -$8.68K 0.01% 485
2023
Q2 		$366K Buy
+3,878
New +$337K 0.01% 392
2023
Q1 		– Sell
-4,543
Closed -$339K – 578
2022
Q4 		$339K Buy
4,543
+583
+15% +$44.9K 0.01% 419
2022
Q3 		$327K Sell
3,960
-169
-4% -$16.3K 0.01% 396
2022
Q2 		$393K Buy
4,129
+359
+10% +$37.2K 0.01% 375
2022
Q1 		$444K Sell
3,770
-3
-0.1% -$337 0.01% 381
2021
Q4 		$489K Sell
3,773
-218
-5% -$25.4K 0.01% 377
2021
Q3 		$452K Buy
3,991
+325
+9% +$37.1K 0.02% 376
2021
Q2 		$380K Buy
3,666
+340
+10% +$32K 0.01% 412
2021
Q1 		$278K Sell
3,326
-65
-2% -$5.5K 0.01% 445
2020
Q4 		$309K Sell
3,391
-333
-9% -$27.6K 0.01% 414
2020
Q3 		$297K Buy
3,724
+4
+0.1% +$312 0.01% 393
2020
Q2 		$257K Hold
3,720
– – 0.01% 412
2020
Q1 		$234K Sell
3,720
-108
-3% -$7.79K 0.01% 388
2019
Q4 		$298K Sell
3,828
-273
-7% -$21.3K 0.01% 407
2019
Q3 		$301K Sell
4,101
-375
-8% -$26.3K 0.02% 387
2019
Q2 		$276K Sell
4,476
-120
-3% -$7.26K 0.02% 403
2019
Q1 		$293K Sell
4,596
-483
-10% -$27.6K 0.02% 378
2018
Q4 		$259K Buy
+5,079
New +$257K 0.02% 391
2018
Q3 		– Sell
-5,730
Closed -$278K – 504
2018
Q2 		$278K Buy
5,730
+306
+6% +$14.3K 0.02% 399
2018
Q1 		$252K Buy
+5,424
New +$236K 0.02% 414

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 Investment Advisors's EW Position: Q2 2026 in Review

Capital Investment Advisors opened a new position in Edwards Lifesciences (EW) in Q2 2026: 2,301 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #749 among its holdings. This is a return to the name: Capital Investment Advisors previously reported a position in EW as recently as Q1 2025.

Capital Investment Advisors first reported a position in EW in Q1 2018 and has held it in 28 quarters since. The position peaked at $560K in Q1 2024. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Capital Investment Advisors held 2,301 shares of Edwards Lifesciences worth $208K as of Q2 2026.
  • Edwards Lifesciences was a new Capital Investment Advisors position in Q2 2026.
  • Edwards Lifesciences made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #749 holding.
  • Capital Investment Advisors first reported a position in Edwards Lifesciences in Q1 2018 and has held it in 28 quarters since.
  • Capital Investment Advisors's Edwards Lifesciences position peaked at $560K in Q1 2024.
  • 1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.