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Claret Asset Management’s Edwards Lifesciences EW Stock Holding History

Claret Asset 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 		$246K Sell
2,720
-413
-13% -$34.6K 0.03% 180
2026
Q1 		$251K Sell
3,133
-15
-0.5% -$1.24K 0.03% 247
2025
Q4 		$268K Buy
3,148
+181
+6% +$14.9K 0.03% 215
2025
Q3 		$231K Sell
2,967
-41
-1% -$3.2K 0.03% 318
2025
Q2 		$235K Buy
+3,008
New +$224K 0.03% 241

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Vanguard Capital Management
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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

Claret Asset Management's EW Position: Q2 2026 in Review

Claret Asset Management reduced its Edwards Lifesciences (EW) stake by 13% in Q2 2026, selling an estimated $34.6K and leaving 2,720 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #180.

Claret Asset Management first reported a position in EW in Q2 2025 and has held it in 5 quarters since. The position peaked at $268K in Q4 2025. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Claret Asset Management held 2,720 shares of Edwards Lifesciences worth $246K as of Q2 2026.
  • Claret Asset Management sold 413 Edwards Lifesciences shares in Q2 2026, an estimated $34.6K.
  • Edwards Lifesciences made up 0.03% of Claret Asset Management's portfolio in Q2 2026, its #180 holding.
  • Claret Asset Management first reported a position in Edwards Lifesciences in Q2 2025 and has held it in 5 quarters since.
  • Claret Asset Management's Edwards Lifesciences position peaked at $268K in Q4 2025.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Claret Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.