CWS
EW icon

Confluence Wealth Services’s Edwards Lifesciences EW Stock Holding History

Confluence Wealth Services’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
-3,484
Closed -$279K – 478
2026
Q1 		$279K Sell
3,484
-127
-4% -$10.5K 0.01% 328
2025
Q4 		$308K Sell
3,611
-105
-3% -$8.62K 0.01% 316
2025
Q3 		$289K Sell
3,716
-160
-4% -$12.5K 0.01% 321
2025
Q2 		$303K Buy
3,876
+25
+0.6% +$1.86K 0.02% 306
2025
Q1 		$271K Sell
3,851
-1,314
-25% -$94K 0.02% 300
2024
Q4 		$356K Buy
5,165
+1,243
+32% +$87K 0.02% 258
2024
Q3 		$259K Sell
3,922
-1,808
-32% -$131K 0.02% 301
2024
Q2 		$529K Buy
5,730
+376
+7% +$33.3K 0.04% 220
2024
Q1 		$512K Buy
5,354
+1,084
+25% +$91.1K 0.05% 206
2023
Q4 		$326K Sell
4,270
-311
-7% -$21.6K 0.04% 229
2023
Q3 		$317K Buy
4,581
+342
+8% +$27.5K 0.06% 207
2023
Q2 		$400K Buy
4,239
+12
+0.3% +$1.04K 0.08% 181
2023
Q1 		$350K Buy
4,227
+197
+5% +$15.5K 0.08% 176
2022
Q4 		$301K Buy
4,030
+225
+6% +$17.3K 0.08% 187
2022
Q3 		$314K Sell
3,805
-128
-3% -$12.3K 0.13% 174
2022
Q2 		$408K Buy
3,933
+231
+6% +$23.9K 0.18% 173
2022
Q1 		$435K Buy
3,702
+5
+0.1% +$561 0.16% 155
2021
Q4 		$478K Buy
+3,697
New +$431K 0.15% 145

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

Confluence Wealth Services's EW Position: Q2 2026 in Review

Confluence Wealth Services sold out of Edwards Lifesciences (EW) in Q2 2026, closing a stake of 3,484 shares — an estimated $279K sold.

Confluence Wealth Services first reported a position in EW in Q4 2021 and held it in 18 quarters. The position peaked at $529K in Q2 2024. 1,325 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Confluence Wealth Services reported no remaining Edwards Lifesciences position as of Q2 2026 after selling out during the quarter.
  • Confluence Wealth Services sold 3,484 Edwards Lifesciences shares in Q2 2026, an estimated $279K.
  • Confluence Wealth Services first reported a position in Edwards Lifesciences in Q4 2021 and held it in 18 quarters.
  • Confluence Wealth Services's Edwards Lifesciences position peaked at $529K in Q2 2024.
  • 1,325 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.