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Dogwood Wealth Management’s Edwards Lifesciences EW Stock Holding History

Dogwood 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 		$6.33K Buy
70
+25
+56% +$2.09K ﹤0.01% 470
2026
Q1 		$3.6K Sell
45
-44
-49% -$3.63K ﹤0.01% 538
2025
Q4 		$7.59K Buy
89
+37
+71% +$3.04K ﹤0.01% 343
2025
Q3 		$4.04K Buy
52
+29
+126% +$2.27K ﹤0.01% 436
2025
Q2 		$1.76K Buy
23
+1
+5% +$75 ﹤0.01% 574
2025
Q1 		$1.59K Buy
+22
New +$1.57K ﹤0.01% 383
2024
Q3 		– Hold
0
– – – 322
2024
Q2 		– Hold
0
– – – 324
2024
Q1 		– Hold
0
– – – 314
2023
Q4 		– Hold
0
– – – 299

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

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

Dogwood Wealth Management increased its Edwards Lifesciences (EW) stake by 56% in Q2 2026, buying an estimated $2.09K and bringing the position to 70 shares worth $6.33K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Dogwood Wealth Management first reported a position in EW in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.59K in Q4 2025. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Dogwood Wealth Management held 70 shares of Edwards Lifesciences worth $6.33K as of Q2 2026.
  • Dogwood Wealth Management bought 25 Edwards Lifesciences shares in Q2 2026, an estimated $2.09K.
  • Edwards Lifesciences made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #470 holding.
  • Dogwood Wealth Management first reported a position in Edwards Lifesciences in Q1 2025 and has held it in 6 quarters since.
  • Dogwood Wealth Management's Edwards Lifesciences position peaked at $7.59K in Q4 2025.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.