Ellevest Inc’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $621K | Sell |
6,873
-271
| -4% | -$22.7K | 0.07% | 203 |
|
|
2026
Q1 | $572K | Buy |
7,144
+546
| +8% | +$45K | 0.08% | 183 |
|
|
2025
Q4 | $562K | Sell |
6,598
-258
| -4% | -$21.2K | 0.08% | 194 |
|
|
2025
Q3 | $533K | Sell |
6,856
-516
| -7% | -$40.3K | 0.08% | 208 |
|
|
2025
Q2 | $577K | Sell |
7,372
-1,029
| -12% | -$76.7K | 0.09% | 167 |
|
|
2025
Q1 | $609K | Buy |
8,401
+873
| +12% | +$62.5K | 0.04% | 162 |
|
|
2024
Q4 | $557K | Sell |
7,528
-2,258
| -23% | -$158K | 0.03% | 176 |
|
|
2024
Q3 | $646K | Buy |
9,786
+3,217
| +49% | +$234K | 0.04% | 166 |
|
|
2024
Q2 | $607K | Buy |
6,569
+297
| +5% | +$26.3K | 0.04% | 170 |
|
|
2024
Q1 | $599K | Buy |
6,272
+153
| +3% | +$12.9K | 0.04% | 166 |
|
|
2023
Q4 | $467K | Sell |
6,119
-486
| -7% | -$33.8K | 0.03% | 196 |
|
|
2023
Q3 | $458K | Buy |
6,605
+426
| +7% | +$34.2K | 0.04% | 172 |
|
|
2023
Q2 | $583K | Buy |
6,179
+152
| +3% | +$13.2K | 0.04% | 124 |
|
|
2023
Q1 | $499K | Sell |
6,027
-1,507
| -20% | -$118K | 0.04% | 138 |
|
|
2022
Q4 | $562K | Sell |
7,534
-993
| -12% | -$76.5K | 0.05% | 106 |
|
|
2022
Q3 | $705K | Sell |
8,527
-827
| -9% | -$79.6K | 0.07% | 67 |
|
|
2022
Q2 | $889K | Sell |
9,354
-183
| -2% | -$18.9K | 0.08% | 57 |
|
|
2022
Q1 | $1.12M | Buy |
9,537
+610
| +7% | +$68.4K | 0.09% | 52 |
|
|
2021
Q4 | $1.16M | Buy |
8,927
+148
| +2% | +$17.3K | 0.1% | 51 |
|
|
2021
Q3 | $994K | Buy |
8,779
+408
| +5% | +$46.6K | 0.1% | 49 |
|
|
2021
Q2 | $867K | Buy |
8,371
+470
| +6% | +$44.3K | 0.09% | 54 |
|
|
2021
Q1 | $661K | Buy |
+7,901
| New | +$668K | 0.08% | 64 |
|
|
2020
Q4 | – | Sell |
-9,984
| Closed | -$797K | – | 1236 |
|
|
2020
Q3 | $797K | Buy |
9,984
+695
| +7% | +$54.2K | 0.14% | 45 |
|
|
2020
Q2 | $642K | Buy |
9,289
+376
| +4% | +$26.7K | 0.14% | 42 |
|
|
2020
Q1 | $560K | Buy |
8,913
+8,772
| +6,221% | +$633K | 0.16% | 36 |
|
|
2019
Q4 | $11K | Buy |
141
+102
| +262% | +$7.96K | ﹤0.01% | 517 |
|
|
2019
Q3 | $3K | Buy |
39
+12
| +44% | +$843 | ﹤0.01% | 300 |
|
|
2019
Q2 | $2K | Sell |
27
-27
| -50% | -$1.63K | ﹤0.01% | 339 |
|
|
2019
Q1 | $3K | Hold |
54
| – | – | ﹤0.01% | 267 |
|
|
2018
Q4 | $3K | Buy |
+54
| New | +$2.73K | ﹤0.01% | 452 |
|
Other funds holding EW
Ellevest Inc's EW Position: Q2 2026 in Review
Ellevest Inc reduced its Edwards Lifesciences (EW) stake by 3.8% in Q2 2026, selling an estimated $22.7K and leaving 6,873 shares worth $621K. The position accounts for 0.07% of the portfolio, ranked #203.
Ellevest Inc first reported a position in EW in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.16M in Q4 2021. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.
- Ellevest Inc held 6,873 shares of Edwards Lifesciences worth $621K as of Q2 2026.
- Ellevest Inc sold 271 Edwards Lifesciences shares in Q2 2026, an estimated $22.7K.
- Edwards Lifesciences made up 0.07% of Ellevest Inc's portfolio in Q2 2026, its #203 holding.
- Ellevest Inc first reported a position in Edwards Lifesciences in Q4 2018 and has held it in 30 quarters since.
- Ellevest Inc's Edwards Lifesciences position peaked at $1.16M in Q4 2021.
- 1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.
Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.