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Connecticut Wealth Management’s Edwards Lifesciences EW Stock Holding History

Connecticut Wealth 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 		$324K Sell
3,584
-43
-1% -$3.6K 0.01% 286
2026
Q1 		$290K Sell
3,627
-879
-20% -$72.5K 0.01% 282
2025
Q4 		$384K Sell
4,506
-33
-0.7% -$2.71K 0.02% 242
2025
Q3 		$353K Sell
4,539
-68
-1% -$5.31K 0.02% 257
2025
Q2 		$360K Sell
4,607
-1,492
-24% -$111K 0.02% 242
2025
Q1 		$442K Sell
6,099
-1,021
-14% -$73.1K 0.02% 219
2024
Q4 		$527K Buy
7,120
+36
+0.5% +$2.52K 0.03% 182
2024
Q3 		$467K Buy
+7,084
New +$515K 0.02% 225
2024
Q2 		– Sell
-12,343
Closed -$1.18M – 328
2024
Q1 		$1.18M Sell
12,343
-206
-2% -$17.3K 0.06% 130
2023
Q4 		$957K Buy
12,549
+2,589
+26% +$180K 0.06% 148
2023
Q3 		$690K Buy
9,960
+3,985
+67% +$320K 0.05% 138
2023
Q2 		$564K Buy
5,975
+1,808
+43% +$157K 0.04% 143
2023
Q1 		$345K Hold
4,167
– – 0.03% 177
2022
Q4 		$311K Sell
4,167
-570
-12% -$43.9K 0.03% 155
2022
Q3 		$391K Buy
4,737
+894
+23% +$86K 0.04% 121
2022
Q2 		$365K Buy
+3,843
New +$398K 0.03% 137
2022
Q1 		– Sell
-3,207
Closed -$360K – 199
2021
Q4 		$415K Hold
3,207
– – 0.03% 134
2021
Q3 		$363K Buy
3,207
+81
+3% +$9.25K 0.03% 136
2021
Q2 		$324K Buy
3,126
+47
+2% +$4.43K 0.03% 140
2021
Q1 		$258K Buy
+3,079
New +$260K 0.02% 143
2020
Q4 		– Sell
-2,805
Closed -$224K – 196
2020
Q3 		$224K Buy
+2,805
New +$219K 0.02% 184

Other funds holding EW

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Connecticut Wealth Management's EW Position: Q2 2026 in Review

Connecticut Wealth Management reduced its Edwards Lifesciences (EW) stake by 1.2% in Q2 2026, selling an estimated $3.6K and leaving 3,584 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #286.

Connecticut Wealth Management first reported a position in EW in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.18M in Q1 2024. 563 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Connecticut Wealth Management held 3,584 shares of Edwards Lifesciences worth $324K as of Q2 2026.
  • Connecticut Wealth Management sold 43 Edwards Lifesciences shares in Q2 2026, an estimated $3.6K.
  • Edwards Lifesciences made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #286 holding.
  • Connecticut Wealth Management first reported a position in Edwards Lifesciences in Q3 2020 and has held it in 21 quarters since.
  • Connecticut Wealth Management's Edwards Lifesciences position peaked at $1.18M in Q1 2024.
  • 563 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.