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Clayton Financial Group’s Edwards Lifesciences EW Stock Holding History

Clayton Financial Group’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 		– Sell
-37
Closed -$2.96K – 237
2026
Q1 		$2.96K Hold
37
– – ﹤0.01% 403
2025
Q4 		$3.15K Buy
+37
New +$3.04K ﹤0.01% 384

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Sumitomo Mitsui Trust Group
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Parnassus Investments
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BHIA
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NONA
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Robeco Institutional Asset Management
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SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Clayton Financial Group's EW Position: Q2 2026 in Review

Clayton Financial Group sold out of Edwards Lifesciences (EW) in Q2 2026, closing a stake of 37 shares — an estimated $2.96K sold.

Clayton Financial Group first reported a position in EW in Q4 2025 and held it in 2 quarters. The position peaked at $3.15K in Q4 2025. 529 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Clayton Financial Group reported no remaining Edwards Lifesciences position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 37 Edwards Lifesciences shares in Q2 2026, an estimated $2.96K.
  • Clayton Financial Group first reported a position in Edwards Lifesciences in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's Edwards Lifesciences position peaked at $3.15K in Q4 2025.
  • 529 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.