Ehrlich Financial Group’s Edwards Lifesciences EW Stock Holding History

Ehrlich Financial 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 Q3	$661K	Buy	7,654 +14	+0.2%	+$1.24K	0.34%	66
2026 Q2	$691K	Hold	7,640	–	–	0.36%	66
2026 Q1	$612K	Sell	7,640 -656	-8%	-$54.1K	0.35%	70
2025 Q4	$707K	Sell	8,296 -2,959	-26%	-$243K	0.4%	56
2025 Q3	$875K	Buy	11,255 +57	+0.5%	+$4.45K	0.52%	50
2025 Q2	$876K	Buy	11,198 +248	+2%	+$18.5K	0.57%	48
2025 Q1	$794K	Buy	10,950 +586	+6%	+$41.9K	0.58%	48
2024 Q4	$767K	Sell	10,364 -140	-1%	-$9.8K	0.55%	43
2024 Q3	$693K	Buy	10,504 +220	+2%	+$16K	0.49%	43
2024 Q2	$950K	Buy	10,284 +3,556	+53%	+$315K	0.75%	29
2024 Q1	$643K	Buy	6,728 +2,591	+63%	+$218K	0.54%	41
2023 Q4	$315K	Buy	+4,137	New	+$288K	0.32%	68

Other funds holding EW

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Seilern Investment Management London, United Kingdom $771M AUM 2.59% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Ehrlich Financial Group's EW Position: Q3 2026 in Review

Ehrlich Financial Group increased its Edwards Lifesciences (EW) stake by 0.18% in Q3 2026, buying an estimated $1.24K and bringing the position to 7,654 shares worth $661K. The position accounts for 0.34% of the portfolio, ranked #66.

Ehrlich Financial Group first reported a position in EW in Q4 2023 and has held it in 12 quarters since. The position peaked at $950K in Q2 2024. 326 funds tracked by Wall St. Rank hold EW as of Q3 2026.

Ehrlich Financial Group held 7,654 shares of Edwards Lifesciences worth $661K as of Q3 2026.
Ehrlich Financial Group bought 14 Edwards Lifesciences shares in Q3 2026, an estimated $1.24K.
Edwards Lifesciences made up 0.34% of Ehrlich Financial Group's portfolio in Q3 2026, its #66 holding.
Ehrlich Financial Group first reported a position in Edwards Lifesciences in Q4 2023 and has held it in 12 quarters since.
Ehrlich Financial Group's Edwards Lifesciences position peaked at $950K in Q2 2024.
326 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.