CI
EW icon

Corient IA’s Edwards Lifesciences EW Stock Holding History

Corient IA’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 		$291K Hold
3,220
– – 0.27% 121
2026
Q1 		$258K Sell
3,220
-780
-20% -$64.3K 0.24% 163
2025
Q4 		$341K Hold
4,000
– – 0.32% 129
2025
Q3 		$311K Hold
4,000
– – 0.23% 174
2025
Q2 		$313K Sell
4,000
-400
-9% -$29.8K 0.18% 210
2025
Q1 		$319K Buy
+4,400
New +$315K 0.23% 185

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

Corient IA's EW Position: Q2 2026 in Review

Corient IA held its Edwards Lifesciences (EW) position steady in Q2 2026 at 3,220 shares worth $291K. The position accounts for 0.27% of the portfolio, ranked #121.

Corient IA first reported a position in EW in Q1 2025 and has held it in 6 quarters since. The position peaked at $341K in Q4 2025. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Corient IA held 3,220 shares of Edwards Lifesciences worth $291K as of Q2 2026.
  • Corient IA left its Edwards Lifesciences share count unchanged in Q2 2026.
  • Edwards Lifesciences made up 0.27% of Corient IA's portfolio in Q2 2026, its #121 holding.
  • Corient IA first reported a position in Edwards Lifesciences in Q1 2025 and has held it in 6 quarters since.
  • Corient IA's Edwards Lifesciences position peaked at $341K in Q4 2025.
  • 1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.