Envestnet Portfolio Solutions
EW icon

Envestnet Portfolio Solutions’s Edwards Lifesciences EW Stock Holding History

Envestnet Portfolio Solutions’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 		$461K Buy
5,092
+1,778
+54% +$149K ﹤0.01% 1026
2026
Q1 		$265K Buy
3,314
+85
+3% +$7.01K ﹤0.01% 1162
2025
Q4 		$275K Buy
+3,229
New +$265K ﹤0.01% 1328
2025
Q2 		– Sell
-3,147
Closed -$228K – 1560
2025
Q1 		$228K Sell
3,147
-30,681
-91% -$2.2M ﹤0.01% 1430
2024
Q4 		$2.5M Sell
33,828
-3,811
-10% -$267K 0.01% 590
2024
Q3 		$2.48M Sell
37,639
-19,895
-35% -$1.45M 0.01% 593
2024
Q2 		$5.31M Sell
57,534
-1,279
-2% -$113K 0.02% 355
2024
Q1 		$5.62M Sell
58,813
-15,983
-21% -$1.34M 0.02% 349
2023
Q4 		$5.7M Buy
74,796
+6,873
+10% +$478K 0.02% 298
2023
Q3 		$4.71M Buy
+67,923
New +$5.46M 0.02% 322

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's EW Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Edwards Lifesciences (EW) stake by 54% in Q2 2026, buying an estimated $149K and bringing the position to 5,092 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

Envestnet Portfolio Solutions first reported a position in EW in Q3 2023 and has held it in 10 quarters since. The position peaked at $5.7M in Q4 2023. 1,338 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Envestnet Portfolio Solutions held 5,092 shares of Edwards Lifesciences worth $461K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 1,778 Edwards Lifesciences shares in Q2 2026, an estimated $149K.
  • Edwards Lifesciences made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1026 holding.
  • Envestnet Portfolio Solutions first reported a position in Edwards Lifesciences in Q3 2023 and has held it in 10 quarters since.
  • Envestnet Portfolio Solutions's Edwards Lifesciences position peaked at $5.7M in Q4 2023.
  • 1,338 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.