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Curio Wealth’s Edwards Lifesciences EW Stock Holding History

Curio Wealth’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 		– Sell
-213
Closed -$17.1K – 417
2026
Q1 		$17.1K Buy
213
+5
+2% +$412 0.01% 187
2025
Q4 		$17.9K Hold
208
– – 0.01% 202
2025
Q3 		$16.2K Hold
208
– – 0.01% 167
2025
Q2 		$16.3K Buy
208
+207
+20,700% +$15.4K 0.01% 178
2025
Q1 		$15.4K Sell
1
-207
-100% -$14.8K 0.01% 200
2024
Q4 		$15.4K Buy
+208
New +$14.6K 0.01% 191

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

Curio Wealth's EW Position: Q2 2026 in Review

Curio Wealth sold out of Edwards Lifesciences (EW) in Q2 2026, closing a stake of 213 shares — an estimated $17.1K sold.

Curio Wealth first reported a position in EW in Q4 2024 and held it in 6 quarters. The position peaked at $17.9K in Q4 2025. 1,330 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Curio Wealth reported no remaining Edwards Lifesciences position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 213 Edwards Lifesciences shares in Q2 2026, an estimated $17.1K.
  • Curio Wealth first reported a position in Edwards Lifesciences in Q4 2024 and held it in 6 quarters.
  • Curio Wealth's Edwards Lifesciences position peaked at $17.9K in Q4 2025.
  • 1,330 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.