Empire Financial Management Company’s Edwards Lifesciences EW Stock Holding History

Empire Financial Management Company’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	–	Sell	-3,000	Closed	-$240K	–	167
2026 Q1	$240K	Hold	3,000	–	–	0.05%	198
2025 Q4	$256K	Hold	3,000	–	–	0.06%	193
2025 Q3	$233K	Hold	3,000	–	–	0.05%	196
2025 Q2	$235K	Hold	3,000	–	–	0.07%	187
2025 Q1	$217K	Hold	3,000	–	–	0.07%	190
2024 Q4	$222K	Buy	+3,000	New	+$210K	0.07%	191
2024 Q3	–	Sell	-3,000	Closed	-$277K	–	207
2024 Q2	$277K	Hold	3,000	–	–	0.09%	179
2024 Q1	$287K	Hold	3,000	–	–	0.09%	178
2023 Q4	$229K	Hold	3,000	–	–	0.09%	183
2023 Q3	$208K	Hold	3,000	–	–	0.09%	186
2023 Q2	$283K	Hold	3,000	–	–	0.11%	170
2023 Q1	$248K	Buy	+3,000	New	+$236K	0.1%	180

Other funds holding EW

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Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Empire Financial Management Company's EW Position: Q2 2026 in Review

Empire Financial Management Company sold out of Edwards Lifesciences (EW) in Q2 2026, closing a stake of 3,000 shares — an estimated $240K sold.

Empire Financial Management Company first reported a position in EW in Q1 2023 and held it in 12 quarters. The position peaked at $287K in Q1 2024. 1,325 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Empire Financial Management Company reported no remaining Edwards Lifesciences position as of Q2 2026 after selling out during the quarter.
Empire Financial Management Company sold 3,000 Edwards Lifesciences shares in Q2 2026, an estimated $240K.
Empire Financial Management Company first reported a position in Edwards Lifesciences in Q1 2023 and held it in 12 quarters.
Empire Financial Management Company's Edwards Lifesciences position peaked at $287K in Q1 2024.
1,325 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.