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Clearstead Trust’s Edwards Lifesciences EW Stock Holding History

Clearstead Trust’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 		$16.9K Buy
187
+78
+72% +$6.53K ﹤0.01% 502
2026
Q1 		$8.73K Buy
109
+66
+153% +$5.44K ﹤0.01% 621
2025
Q4 		$3.67K Buy
43
+27
+169% +$2.22K ﹤0.01% 819
2025
Q3 		$1.25K Sell
16
-8
-33% -$625 ﹤0.01% 1152
2025
Q2 		$1.88K Sell
24
-1,689
-99% -$126K ﹤0.01% 976
2025
Q1 		$124K Hold
1,713
– – 0.03% 191
2024
Q4 		$127K Hold
1,713
– – 0.03% 184
2024
Q3 		$113K Hold
1,713
– – 0.03% 176
2024
Q2 		$158K Hold
1,713
– – 0.04% 146
2024
Q1 		$164K Hold
1,713
– – 0.04% 151
2023
Q4 		$131K Buy
+1,713
New +$119K 0.04% 181
2023
Q1 		– Sell
-1,047
Closed -$78K – 381
2022
Q4 		$78K Buy
+1,047
New +$80.7K 0.03% 201

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

Clearstead Trust's EW Position: Q2 2026 in Review

Clearstead Trust increased its Edwards Lifesciences (EW) stake by 72% in Q2 2026, buying an estimated $6.53K and bringing the position to 187 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Clearstead Trust first reported a position in EW in Q4 2022 and has held it in 12 quarters since. The position peaked at $164K in Q1 2024. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Clearstead Trust held 187 shares of Edwards Lifesciences worth $16.9K as of Q2 2026.
  • Clearstead Trust bought 78 Edwards Lifesciences shares in Q2 2026, an estimated $6.53K.
  • Edwards Lifesciences made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #502 holding.
  • Clearstead Trust first reported a position in Edwards Lifesciences in Q4 2022 and has held it in 12 quarters since.
  • Clearstead Trust's Edwards Lifesciences position peaked at $164K in Q1 2024.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.