Cetera Investment Advisers
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Cetera Investment Advisers’s Edwards Lifesciences EW Stock Holding History

Cetera Investment Advisers’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 		$9.52M Buy
105,195
+21,242
+25% +$1.78M 0.01% 1191
2026
Q1 		$6.72M Buy
83,953
+9,954
+13% +$821K 0.01% 1313
2025
Q4 		$6.31M Buy
73,999
+4,881
+7% +$401K 0.01% 1306
2025
Q3 		$5.38M Buy
69,118
+13,264
+24% +$1.04M 0.01% 1356
2025
Q2 		$4.37M Buy
55,854
+352
+0.6% +$26.3K 0.01% 1277
2025
Q1 		$4.02M Buy
+55,502
New +$3.97M 0.01% 1254
2024
Q3 		– Sell
-140,686
Closed -$13M – 3793
2024
Q2 		$13M Sell
140,686
-5,154
-4% -$456K 0.03% 563
2024
Q1 		$13.9M Buy
145,840
+98,038
+205% +$8.24M 0.03% 525
2023
Q4 		$3.64M Sell
47,802
-2,022
-4% -$141K 0.03% 557
2023
Q3 		$3.45M Buy
49,824
+1,238
+3% +$99.5K 0.03% 543
2023
Q2 		$4.58M Buy
48,586
+2,439
+5% +$212K 0.04% 434
2023
Q1 		$3.82M Sell
46,147
-1,738
-4% -$137K 0.03% 482
2022
Q4 		$3.57M Sell
47,885
-14,217
-23% -$1.1M 0.03% 488
2022
Q3 		$5K Buy
62,102
+27,941
+82% +$2.69M ﹤0.01% 1672
2022
Q2 		$3.25M Sell
34,161
-499
-1% -$51.7K 0.05% 364
2022
Q1 		$4.08M Buy
34,660
+621
+2% +$69.7K 0.06% 331
2021
Q4 		$4.41M Buy
34,039
+1,576
+5% +$184K 0.06% 306
2021
Q3 		$3.67M Sell
32,463
-112
-0.3% -$12.8K 0.06% 342
2021
Q2 		$3.37M Buy
32,575
+17,492
+116% +$1.65M 0.05% 368
2021
Q1 		$1.26M Sell
15,083
-12,559
-45% -$1.06M 0.02% 573
2020
Q4 		$2.52M Buy
27,642
+23,844
+628% +$1.98M 0.05% 373
2020
Q3 		$303K Sell
3,798
-2,474
-39% -$193K 0.02% 496
2020
Q2 		$433K Buy
6,272
+119
+2% +$8.46K 0.04% 385
2020
Q1 		$387K Sell
6,153
-39
-0.6% -$2.81K 0.05% 349
2019
Q4 		$481K Buy
6,192
+1,458
+31% +$114K 0.05% 346
2019
Q3 		$346K Buy
+4,734
New +$333K 0.04% 375

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

Cetera Investment Advisers's EW Position: Q2 2026 in Review

Cetera Investment Advisers increased its Edwards Lifesciences (EW) stake by 25% in Q2 2026, buying an estimated $1.78M and bringing the position to 105,195 shares worth $9.52M. The position accounts for 0.01% of the portfolio, ranked #1191.

Cetera Investment Advisers first reported a position in EW in Q3 2019 and has held it in 26 quarters since. The position peaked at $13.9M in Q1 2024. 1,325 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Cetera Investment Advisers held 105,195 shares of Edwards Lifesciences worth $9.52M as of Q2 2026.
  • Cetera Investment Advisers bought 21,242 Edwards Lifesciences shares in Q2 2026, an estimated $1.78M.
  • Edwards Lifesciences made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1191 holding.
  • Cetera Investment Advisers first reported a position in Edwards Lifesciences in Q3 2019 and has held it in 26 quarters since.
  • Cetera Investment Advisers's Edwards Lifesciences position peaked at $13.9M in Q1 2024.
  • 1,325 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.