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Concurrent Investment Advisors’s Edwards Lifesciences EW Stock Holding History

Concurrent Investment Advisors’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 		$3.36M Buy
37,099
+4,610
+14% +$386K 0.03% 550
2026
Q1 		$2.6M Buy
32,489
+1,159
+4% +$95.6K 0.03% 534
2025
Q4 		$2.67M Buy
31,330
+1,135
+4% +$93.1K 0.03% 485
2025
Q3 		$2.35M Sell
30,195
-195
-0.6% -$15.2K 0.04% 423
2025
Q2 		$2.38M Buy
30,390
+3,481
+13% +$260K 0.05% 389
2025
Q1 		$1.95M Buy
26,909
+7,283
+37% +$521K 0.05% 371
2024
Q4 		$1.45M Buy
19,626
+439
+2% +$30.7K 0.04% 399
2024
Q3 		$1.27M Buy
19,187
+636
+3% +$46.2K 0.04% 417
2024
Q2 		$1.71M Sell
18,551
-126
-0.7% -$11.2K 0.06% 311
2024
Q1 		$1.78M Sell
18,677
-4,003
-18% -$336K 0.07% 263
2023
Q4 		$1.73M Buy
+22,680
New +$1.58M 0.08% 254

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

Concurrent Investment Advisors's EW Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Edwards Lifesciences (EW) stake by 14% in Q2 2026, buying an estimated $386K and bringing the position to 37,099 shares worth $3.36M. The position accounts for 0.03% of the portfolio, ranked #550.

Concurrent Investment Advisors first reported a position in EW in Q4 2023 and has held it in 11 quarters since. 1,338 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Concurrent Investment Advisors held 37,099 shares of Edwards Lifesciences worth $3.36M as of Q2 2026.
  • Concurrent Investment Advisors bought 4,610 Edwards Lifesciences shares in Q2 2026, an estimated $386K.
  • Edwards Lifesciences made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #550 holding.
  • Concurrent Investment Advisors first reported a position in Edwards Lifesciences in Q4 2023 and has held it in 11 quarters since.
  • 1,338 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.