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Capital Performance Advisors’s Edwards Lifesciences EW Stock Holding History

Capital Performance 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 		– Sell
-2,637
Closed -$211K – 376
2026
Q1 		$211K Sell
2,637
-109
-4% -$8.99K 0.01% 431
2025
Q4 		$234K Buy
+2,746
New +$225K 0.02% 378
2024
Q4 		– Sell
-127
Closed -$8.38K – 987
2024
Q3 		$8.38K Buy
+127
New +$9.23K ﹤0.01% 910

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 Performance Advisors's EW Position: Q2 2026 in Review

Capital Performance Advisors sold out of Edwards Lifesciences (EW) in Q2 2026, closing a stake of 2,637 shares — an estimated $211K sold.

Capital Performance Advisors first reported a position in EW in Q3 2024 and held it in 3 quarters. The position peaked at $234K in Q4 2025. 1,325 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Capital Performance Advisors reported no remaining Edwards Lifesciences position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 2,637 Edwards Lifesciences shares in Q2 2026, an estimated $211K.
  • Capital Performance Advisors first reported a position in Edwards Lifesciences in Q3 2024 and held it in 3 quarters.
  • Capital Performance Advisors's Edwards Lifesciences position peaked at $234K in Q4 2025.
  • 1,325 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.