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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
2022
Q2 		– Sell
-3,202
Closed -$377K – 193
2022
Q1 		$377K Buy
+3,202
New +$359K 0.03% 137

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Handelsbanken Fonder
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Sumitomo Mitsui Trust Group
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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.