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Cozad Asset Management’s Edwards Lifesciences EW Stock Holding History

Cozad Asset 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 		$217K Buy
+2,400
New +$201K 0.01% 433
2026
Q1 		– Sell
-2,448
Closed -$209K – 426
2025
Q4 		$209K Buy
+2,448
New +$201K 0.02% 409
2024
Q3 		– Sell
-2,616
Closed -$242K – 410
2024
Q2 		$242K Hold
2,616
– – 0.02% 351
2024
Q1 		$250K Buy
+2,616
New +$220K 0.03% 349
2023
Q3 		– Sell
-2,616
Closed -$247K – 386
2023
Q2 		$247K Hold
2,616
– – 0.03% 338
2023
Q1 		$216K Buy
+2,616
New +$206K 0.03% 345
2022
Q4 		– Sell
-2,616
Closed -$216K – 378
2022
Q3 		$216K Sell
2,616
-300
-10% -$28.9K 0.04% 323
2022
Q2 		$277K Sell
2,916
-435
-13% -$45K 0.04% 295
2022
Q1 		$394K Sell
3,351
-3,122
-48% -$350K 0.06% 257
2021
Q4 		$839K Sell
6,473
-1,034
-14% -$121K 0.12% 172
2021
Q3 		$850K Sell
7,507
-10,239
-58% -$1.17M 0.13% 167
2021
Q2 		$1.84M Sell
17,746
-16,495
-48% -$1.55M 0.29% 92
2021
Q1 		$2.86M Sell
34,241
-10
-0% -$845 0.47% 56
2020
Q4 		$3.13M Sell
34,251
-940
-3% -$78K 0.56% 46
2020
Q3 		$2.81M Sell
35,191
-3,015
-8% -$235K 0.53% 51
2020
Q2 		$2.64M Sell
38,206
-2,705
-7% -$192K 0.54% 51
2020
Q1 		$2.57M Buy
40,911
+2,001
+5% +$144K 0.89% 31
2019
Q4 		$3.03M Buy
38,910
+7,050
+22% +$551K 0.81% 32
2019
Q3 		$2.33M Buy
+31,860
New +$2.24M 0.67% 45

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

Cozad Asset Management's EW Position: Q2 2026 in Review

Cozad Asset Management opened a new position in Edwards Lifesciences (EW) in Q2 2026: 2,400 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #433 among its holdings. This is a return to the name: Cozad Asset Management previously reported a position in EW as recently as Q4 2025.

Cozad Asset Management first reported a position in EW in Q3 2019 and has held it in 19 quarters since. The position peaked at $3.13M in Q4 2020. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Cozad Asset Management held 2,400 shares of Edwards Lifesciences worth $217K as of Q2 2026.
  • Edwards Lifesciences was a new Cozad Asset Management position in Q2 2026.
  • Edwards Lifesciences made up 0.01% of Cozad Asset Management's portfolio in Q2 2026, its #433 holding.
  • Cozad Asset Management first reported a position in Edwards Lifesciences in Q3 2019 and has held it in 19 quarters since.
  • Cozad Asset Management's Edwards Lifesciences position peaked at $3.13M in Q4 2020.
  • 1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Cozad Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.