Cetera Investment Advisers
EW icon

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
2025
Q2 		– Sell
-400
Closed -$836 – 4139
2025
Q1 		$836 Buy
+400
New +$28.6K ﹤0.01% 3969
2024
Q1 		– Sell
-300
Closed -$156 – 3710
2023
Q4 		$156 Sell
300
-100
-25% -$6.96K ﹤0.01% 2232
2023
Q3 		$2.92K Buy
+400
New +$32.1K ﹤0.01% 2182

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 $3.38T AUM 44.17% 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. 1,338 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.
  • 1,338 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.