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Crestwood Advisors Group’s Edwards Lifesciences EW Stock Holding History

Crestwood Advisors Group’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 		$15.4M Buy
170,529
+380
+0.2% +$31.8K 0.23% 82
2026
Q1 		$13.6M Sell
170,149
-1,699
-1% -$140K 0.23% 86
2025
Q4 		$14.7M Sell
171,848
-911
-0.5% -$74.8K 0.24% 83
2025
Q3 		$13.4M Sell
172,759
-3,782
-2% -$295K 0.23% 84
2025
Q2 		$13.8M Sell
176,541
-1,973
-1% -$147K 0.25% 83
2025
Q1 		$12.9M Sell
178,514
-7,216
-4% -$516K 0.25% 83
2024
Q4 		$13.7M Sell
185,730
-301
-0.2% -$21.1K 0.26% 77
2024
Q3 		$12.3M Sell
186,031
-31,880
-15% -$2.32M 0.23% 81
2024
Q2 		$20.1M Sell
217,911
-1,580
-0.7% -$140K 0.42% 69
2024
Q1 		$21M Sell
219,491
-1,756
-0.8% -$148K 0.46% 64
2023
Q4 		$16.9M Sell
221,247
-2,029
-0.9% -$141K 0.39% 69
2023
Q3 		$15.5M Buy
+223,276
New +$17.9M 0.41% 67
2022
Q2 		– Sell
-1,829
Closed -$215K – 279
2022
Q1 		$215K Sell
1,829
-325
-15% -$36.5K 0.01% 267
2021
Q4 		$279K Buy
+2,154
New +$251K 0.01% 257
2020
Q1 		– Sell
-70,125
Closed -$5.45M – 237
2019
Q4 		$5.45M Sell
70,125
-6,435
-8% -$502K 0.22% 93
2019
Q3 		$5.61M Sell
76,560
-4,530
-6% -$318K 0.25% 88
2019
Q2 		$4.99M Buy
+81,090
New +$4.9M 0.23% 89

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

Crestwood Advisors Group's EW Position: Q2 2026 in Review

Crestwood Advisors Group increased its Edwards Lifesciences (EW) stake by 0.22% in Q2 2026, buying an estimated $31.8K and bringing the position to 170,529 shares worth $15.4M. The position accounts for 0.23% of the portfolio, ranked #82.

Crestwood Advisors Group first reported a position in EW in Q2 2019 and has held it in 17 quarters since. The position peaked at $21M in Q1 2024. 1,325 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Crestwood Advisors Group held 170,529 shares of Edwards Lifesciences worth $15.4M as of Q2 2026.
  • Crestwood Advisors Group bought 380 Edwards Lifesciences shares in Q2 2026, an estimated $31.8K.
  • Edwards Lifesciences made up 0.23% of Crestwood Advisors Group's portfolio in Q2 2026, its #82 holding.
  • Crestwood Advisors Group first reported a position in Edwards Lifesciences in Q2 2019 and has held it in 17 quarters since.
  • Crestwood Advisors Group's Edwards Lifesciences position peaked at $21M in Q1 2024.
  • 1,325 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.