Diversify Wealth Management’s Edwards Lifesciences EW Stock Holding History

Diversify Wealth 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	$419K	Buy	5,044 +1,134	+29%	+$95K	0.01%	926
2026 Q1	$318K	Sell	3,910 -42,906	-92%	-$3.54M	0.01%	942
2025 Q4	$3.93M	Buy	46,816 +564	+1%	+$46.3K	0.18%	144
2025 Q3	$3.84M	Sell	46,252 -7,258	-14%	-$567K	0.22%	131
2025 Q2	$4.12M	Buy	53,510 +7,528	+16%	+$561K	0.25%	118
2025 Q1	$3.51M	Buy	45,982 +8,541	+23%	+$611K	0.26%	115
2024 Q4	$2.75M	Buy	37,441 +18,715	+100%	+$1.31M	0.21%	125
2024 Q3	$1.32M	Buy	18,726 +3,150	+20%	+$229K	0.13%	171
2024 Q2	$945K	Buy	+15,576	New	+$1.38M	0.12%	165

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

Diversify Wealth Management's EW Position: Q2 2026 in Review

Diversify Wealth Management increased its Edwards Lifesciences (EW) stake by 29% in Q2 2026, buying an estimated $95K and bringing the position to 5,044 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #926.

Diversify Wealth Management first reported a position in EW in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.12M in Q2 2025. 1,338 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Diversify Wealth Management held 5,044 shares of Edwards Lifesciences worth $419K as of Q2 2026.
Diversify Wealth Management bought 1,134 Edwards Lifesciences shares in Q2 2026, an estimated $95K.
Edwards Lifesciences made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #926 holding.
Diversify Wealth Management first reported a position in Edwards Lifesciences in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Edwards Lifesciences position peaked at $4.12M in Q2 2025.
1,338 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.