Crescent Grove Advisors’s Edwards Lifesciences EW Stock Holding History

Crescent Grove Advisors’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	$212K	Buy	+2,339	New	+$196K	0.02%	284
2026 Q1	–	Sell	-2,479	Closed	-$211K	–	313
2025 Q4	$211K	Buy	+2,479	New	+$203K	0.02%	284
2025 Q1	–	Sell	-2,704	Closed	-$200K	–	274
2024 Q4	$200K	Buy	+2,704	New	+$189K	0.02%	269
2024 Q3	–	Sell	-2,704	Closed	-$250K	–	284
2024 Q2	$250K	Buy	2,704 +525	+24%	+$46.5K	0.03%	236
2024 Q1	$208K	Buy	+2,179	New	+$183K	0.02%	288
2023 Q3	–	Sell	-2,171	Closed	-$205K	–	286
2023 Q2	$205K	Buy	+2,171	New	+$189K	0.02%	281
2022 Q3	–	Sell	-2,734	Closed	-$260K	–	264
2022 Q2	$260K	Buy	2,734 +733	+37%	+$75.9K	0.03%	221
2022 Q1	$236K	Hold	2,001	–	–	0.02%	261
2021 Q4	$259K	Hold	2,001	–	–	0.02%	251
2021 Q3	$227K	Buy	+2,001	New	+$228K	0.02%	239

Other funds holding EW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Crescent Grove Advisors's EW Position: Q2 2026 in Review

Crescent Grove Advisors opened a new position in Edwards Lifesciences (EW) in Q2 2026: 2,339 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #284 among its holdings. This is a return to the name: Crescent Grove Advisors previously reported a position in EW as recently as Q4 2025.

Crescent Grove Advisors first reported a position in EW in Q3 2021 and has held it in 10 quarters since. The position peaked at $260K in Q2 2022. 1,338 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Crescent Grove Advisors held 2,339 shares of Edwards Lifesciences worth $212K as of Q2 2026.
Edwards Lifesciences was a new Crescent Grove Advisors position in Q2 2026.
Edwards Lifesciences made up 0.02% of Crescent Grove Advisors's portfolio in Q2 2026, its #284 holding.
Crescent Grove Advisors first reported a position in Edwards Lifesciences in Q3 2021 and has held it in 10 quarters since.
Crescent Grove Advisors's Edwards Lifesciences position peaked at $260K in Q2 2022.
1,338 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.