EWP
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Elevation Wealth Partners’s Edwards Lifesciences EW Stock Holding History

Elevation Wealth Partners’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 		$56.4K Buy
624
+530
+564% +$44.4K 0.02% 275
2026
Q1 		$7.53K Buy
94
+23
+32% +$1.9K ﹤0.01% 588
2025
Q4 		$6.05K Buy
71
+32
+82% +$2.63K ﹤0.01% 590
2025
Q3 		$3.03K Buy
+39
New +$3.05K ﹤0.01% 566

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

Elevation Wealth Partners's EW Position: Q2 2026 in Review

Elevation Wealth Partners increased its Edwards Lifesciences (EW) stake by 564% in Q2 2026, buying an estimated $44.4K and bringing the position to 624 shares worth $56.4K. The position accounts for 0.02% of the portfolio, ranked #275.

Elevation Wealth Partners first reported a position in EW in Q3 2025 and has held it in 4 quarters since. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Elevation Wealth Partners held 624 shares of Edwards Lifesciences worth $56.4K as of Q2 2026.
  • Elevation Wealth Partners bought 530 Edwards Lifesciences shares in Q2 2026, an estimated $44.4K.
  • Edwards Lifesciences made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #275 holding.
  • Elevation Wealth Partners first reported a position in Edwards Lifesciences in Q3 2025 and has held it in 4 quarters since.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.