Empirical Wealth Management’s Edwards Lifesciences EW Stock Holding History

Empirical 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	$2.68M	Buy	29,650 +6,486	+28%	+$543K	0.04%	234
2026 Q1	$1.85M	Buy	23,164 +578	+3%	+$47.7K	0.03%	262
2025 Q4	$1.93M	Buy	22,586 +512	+2%	+$42K	0.03%	250
2025 Q3	$1.72M	Sell	22,074 -2,442	-10%	-$191K	0.03%	258
2025 Q2	$1.92M	Sell	24,516 -217	-0.9%	-$16.2K	0.04%	235
2025 Q1	$1.79M	Sell	24,733 -649	-3%	-$46.5K	0.05%	226
2024 Q4	$1.88M	Sell	25,382 -6,734	-21%	-$471K	0.05%	207
2024 Q3	$2.12M	Buy	32,116 +3,120	+11%	+$227K	0.06%	182
2024 Q2	$2.68M	Buy	28,996 +3,204	+12%	+$284K	0.08%	156
2024 Q1	$2.46M	Buy	25,792 +3,221	+14%	+$271K	0.07%	157
2023 Q4	$1.72M	Sell	22,571 -457	-2%	-$31.8K	0.06%	186
2023 Q3	$1.6M	Sell	23,028 -3,272	-12%	-$263K	0.06%	175
2023 Q2	$2.48M	Buy	26,300 +983	+4%	+$85.4K	0.1%	133
2023 Q1	$2.09M	Buy	25,317 +2,221	+10%	+$175K	0.09%	136
2022 Q4	$1.72M	Sell	23,096 -490	-2%	-$37.8K	0.08%	148
2022 Q3	$1.95M	Buy	23,586 +450	+2%	+$43.3K	0.1%	128
2022 Q2	$2.2M	Buy	23,136 +3,587	+18%	+$371K	0.12%	120
2022 Q1	$2.3M	Sell	19,549 -728	-4%	-$81.7K	0.11%	119
2021 Q4	$2.63M	Buy	20,277 +2,613	+15%	+$305K	0.13%	106
2021 Q3	$2M	Sell	17,664 -384	-2%	-$43.8K	0.11%	119
2021 Q2	$1.87M	Buy	18,048 +770	+4%	+$72.6K	0.11%	119
2021 Q1	$1.45M	Buy	17,278 +339	+2%	+$28.7K	0.12%	123
2020 Q4	$1.54M	Buy	16,939 +2,174	+15%	+$180K	0.12%	118
2020 Q3	$1.18M	Buy	14,765 +1,089	+8%	+$85K	0.1%	127
2020 Q2	$945K	Buy	13,676 +1,244	+10%	+$88.4K	0.09%	133
2020 Q1	$782K	Buy	12,432 +189	+2%	+$13.6K	0.09%	137
2019 Q4	$952K	Sell	12,243 -300	-2%	-$23.4K	0.1%	127
2019 Q3	$919K	Sell	12,543 -465	-4%	-$32.7K	0.11%	120
2019 Q2	$801K	Sell	13,008 -1,572	-11%	-$95.1K	0.1%	115
2019 Q1	$930K	Hold	14,580	–	–	0.14%	94
2018 Q4	$744K	Sell	14,580 -21,180	-59%	-$1.07M	0.13%	96
2018 Q3	$2.08M	Buy	35,760 +24,381	+214%	+$1.19M	0.37%	35
2018 Q2	$552K	Buy	+11,379	New	+$531K	0.1%	101

Other funds holding EW

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

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SIM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

TIM

Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return

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

Empirical Wealth Management increased its Edwards Lifesciences (EW) stake by 28% in Q2 2026, buying an estimated $543K and bringing the position to 29,650 shares worth $2.68M. The position accounts for 0.04% of the portfolio, ranked #234.

Empirical Wealth Management first reported a position in EW in Q2 2018 and has held it in 33 quarters since. 501 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Empirical Wealth Management held 29,650 shares of Edwards Lifesciences worth $2.68M as of Q2 2026.
Empirical Wealth Management bought 6,486 Edwards Lifesciences shares in Q2 2026, an estimated $543K.
Edwards Lifesciences made up 0.04% of Empirical Wealth Management's portfolio in Q2 2026, its #234 holding.
Empirical Wealth Management first reported a position in Edwards Lifesciences in Q2 2018 and has held it in 33 quarters since.
501 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.