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Castle Rock Wealth Management’s Edwards Lifesciences EW Stock Holding History

Castle Rock 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 		$347K Buy
+3,769
New +$316K 0.07% 208
2025
Q2 		– Sell
-3,942
Closed -$284K – 248
2025
Q1 		$284K Buy
3,942
+15
+0.4% +$1.07K 0.08% 193
2024
Q4 		$299K Sell
3,927
-98
-2% -$6.86K 0.07% 191
2024
Q3 		$259K Sell
4,025
-2,230
-36% -$162K 0.06% 217
2024
Q2 		$565K Buy
6,255
+21
+0.3% +$1.86K 0.14% 140
2024
Q1 		$526K Buy
6,234
+192
+3% +$16.1K 0.14% 144
2023
Q4 		$439K Buy
6,042
+1,470
+32% +$102K 0.13% 150
2023
Q3 		$337K Buy
4,572
+207
+5% +$16.6K 0.11% 158
2023
Q2 		$397K Sell
4,365
-6
-0.1% -$521 0.14% 141
2023
Q1 		$388K Sell
4,371
-582
-12% -$45.7K 0.14% 144
2022
Q4 		$387K Buy
4,953
+666
+16% +$51.3K 0.17% 145
2022
Q3 		$352K Buy
4,287
+27
+0.6% +$2.6K 0.18% 146
2022
Q2 		$419K Sell
4,260
-730
-15% -$75.6K 0.21% 125
2022
Q1 		$621K Buy
4,990
+1,286
+35% +$144K 0.29% 104
2021
Q4 		$417K Buy
3,704
+260
+8% +$30.3K 0.17% 154
2021
Q3 		$412K Sell
3,444
-2
-0.1% -$228 0.14% 169
2021
Q2 		$386K Buy
3,446
+18
+0.5% +$1.7K 0.14% 177
2021
Q1 		$330K Buy
3,428
+222
+7% +$18.8K 0.13% 197
2020
Q4 		$274K Buy
3,206
+682
+27% +$56.6K 0.11% 202
2020
Q3 		$211K Buy
+2,524
New +$197K 0.14% 149
2019
Q4 		– Sell
-2,592
Closed -$203K – 170
2019
Q3 		$203K Sell
2,592
-915
-26% -$64.3K 0.21% 150
2019
Q2 		$216K Buy
+3,507
New +$212K 0.24% 130

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

Castle Rock Wealth Management's EW Position: Q2 2026 in Review

Castle Rock Wealth Management opened a new position in Edwards Lifesciences (EW) in Q2 2026: 3,769 shares worth $347K. The stake represents 0.07% of the portfolio and ranks #208 among its holdings. This is a return to the name: Castle Rock Wealth Management previously reported a position in EW as recently as Q1 2025.

Castle Rock Wealth Management first reported a position in EW in Q2 2019 and has held it in 22 quarters since. The position peaked at $621K in Q1 2022. 1,330 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Castle Rock Wealth Management held 3,769 shares of Edwards Lifesciences worth $347K as of Q2 2026.
  • Edwards Lifesciences was a new Castle Rock Wealth Management position in Q2 2026.
  • Edwards Lifesciences made up 0.07% of Castle Rock Wealth Management's portfolio in Q2 2026, its #208 holding.
  • Castle Rock Wealth Management first reported a position in Edwards Lifesciences in Q2 2019 and has held it in 22 quarters since.
  • Castle Rock Wealth Management's Edwards Lifesciences position peaked at $621K in Q1 2022.
  • 1,330 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.