CCWM
EW icon

Cassaday & Co Wealth Management’s Edwards Lifesciences EW Stock Holding History

Cassaday & Co Wealth Management’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 		$231K Sell
2,552
-360
-12% -$30.2K ﹤0.01% 330
2026
Q1 		$233K Buy
2,912
+324
+13% +$26.7K 0.01% 317
2025
Q4 		$221K Hold
2,588
– – ﹤0.01% 333
2025
Q3 		$201K Hold
2,588
– – ﹤0.01% 334
2025
Q2 		$202K Buy
+2,588
New +$193K 0.01% 323
2023
Q3 		– Sell
-2,586
Closed -$244K – 267
2023
Q2 		$244K Hold
2,586
– – 0.01% 220
2023
Q1 		$214K Buy
+2,586
New +$203K 0.01% 245

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

Cassaday & Co Wealth Management's EW Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Edwards Lifesciences (EW) stake by 12% in Q2 2026, selling an estimated $30.2K and leaving 2,552 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Cassaday & Co Wealth Management first reported a position in EW in Q1 2023 and has held it in 7 quarters since. The position peaked at $244K in Q2 2023. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Cassaday & Co Wealth Management held 2,552 shares of Edwards Lifesciences worth $231K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 360 Edwards Lifesciences shares in Q2 2026, an estimated $30.2K.
  • Edwards Lifesciences made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #330 holding.
  • Cassaday & Co Wealth Management first reported a position in Edwards Lifesciences in Q1 2023 and has held it in 7 quarters since.
  • Cassaday & Co Wealth Management's Edwards Lifesciences position peaked at $244K in Q2 2023.
  • 1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.