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Ducere Wealth Management’s Edwards Lifesciences EW Stock Holding History

Ducere 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 		$2.52M Buy
27,829
+143
+0.5% +$12K 0.76% 34
2026
Q1 		$2.22M Sell
27,686
-34
-0.1% -$2.8K 0.88% 33
2025
Q4 		$2.36M Buy
+27,720
New +$2.27M 0.91% 34

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

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

Ducere Wealth Management increased its Edwards Lifesciences (EW) stake by 0.52% in Q2 2026, buying an estimated $12K and bringing the position to 27,829 shares worth $2.52M. The position accounts for 0.76% of the portfolio, ranked #34.

Ducere Wealth Management first reported a position in EW in Q4 2025 and has held it in 3 quarters since. 1,329 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Ducere Wealth Management held 27,829 shares of Edwards Lifesciences worth $2.52M as of Q2 2026.
  • Ducere Wealth Management bought 143 Edwards Lifesciences shares in Q2 2026, an estimated $12K.
  • Edwards Lifesciences made up 0.76% of Ducere Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Ducere Wealth Management first reported a position in Edwards Lifesciences in Q4 2025 and has held it in 3 quarters since.
  • 1,329 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Ducere Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.