EP Wealth Advisors’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 | $3.41M | Sell |
37,702
-1,536
| -4% | -$129K | 0.01% | 456 |
|
|
2026
Q1 | $3.14M | Sell |
39,238
-5,140
| -12% | -$424K | 0.02% | 386 |
|
|
2025
Q4 | $3.78M | Buy |
+44,378
| New | +$3.64M | 0.02% | 327 |
|
|
2025
Q2 | $3.45M | Buy |
44,076
+14,002
| +47% | +$1.04M | 0.02% | 314 |
|
|
2025
Q1 | $2.18M | Sell |
30,074
-469
| -2% | -$33.6K | 0.02% | 355 |
|
|
2024
Q4 | $2.26M | Buy |
30,543
+10,283
| +51% | +$720K | 0.02% | 338 |
|
|
2024
Q3 | $1.34M | Sell |
20,260
-531
| -3% | -$38.6K | 0.01% | 433 |
|
|
2024
Q2 | $1.92M | Sell |
20,791
-46
| -0.2% | -$4.07K | 0.02% | 289 |
|
|
2024
Q1 | $1.99M | Buy |
20,837
+33
| +0.2% | +$2.77K | 0.02% | 262 |
|
|
2023
Q4 | $1.59M | Sell |
20,804
-19,731
| -49% | -$1.37M | 0.02% | 295 |
|
|
2023
Q3 | $2.81M | Buy |
40,535
+14,035
| +53% | +$1.13M | 0.04% | 211 |
|
|
2023
Q2 | $3.57M | Buy |
26,500
+16,500
| +165% | +$1.43M | 0.05% | 184 |
|
|
2023
Q1 | $21.2K | Buy |
+10,000
| New | +$786K | ﹤0.01% | 616 |
|
|
2022
Q4 | – | Sell |
-35,563
| Closed | -$2.94M | – | 629 |
|
|
2022
Q3 | $2.94M | Sell |
35,563
-10,129
| -22% | -$975K | 0.07% | 157 |
|
|
2022
Q2 | $4.34M | Buy |
45,692
+5,636
| +14% | +$583K | 0.1% | 121 |
|
|
2022
Q1 | $4.71M | Buy |
40,056
+1,015
| +3% | +$114K | 0.1% | 118 |
|
|
2021
Q4 | $5.06M | Buy |
39,041
+1,433
| +4% | +$167K | 0.12% | 102 |
|
|
2021
Q3 | $4.26M | Buy |
37,608
+5,872
| +19% | +$670K | 0.12% | 99 |
|
|
2021
Q2 | $3.29M | Sell |
31,736
-186
| -0.6% | -$17.5K | 0.09% | 132 |
|
|
2021
Q1 | $2.67M | Buy |
31,922
+1,447
| +5% | +$122K | 0.08% | 145 |
|
|
2020
Q4 | $2.78M | Buy |
30,475
+3,072
| +11% | +$255K | 0.1% | 107 |
|
|
2020
Q3 | $2.19M | Sell |
27,403
-599
| -2% | -$46.7K | 0.09% | 105 |
|
|
2020
Q2 | $1.94M | Buy |
+28,002
| New | +$1.99M | 0.08% | 121 |
|
|
2020
Q1 | – | Sell |
-25,527
| Closed | -$1.99M | – | 396 |
|
|
2019
Q4 | $1.99M | Buy |
25,527
+906
| +4% | +$70.7K | 0.08% | 133 |
|
|
2019
Q3 | $1.8M | Buy |
+24,621
| New | +$1.73M | 0.09% | 111 |
|
|
2019
Q2 | – | Sell |
-6,303
| Closed | -$402K | – | 331 |
|
|
2019
Q1 | $402K | Buy |
6,303
+657
| +12% | +$37.5K | 0.04% | 180 |
|
|
2018
Q4 | $288K | Sell |
5,646
-81
| -1% | -$4.1K | 0.02% | 216 |
|
|
2018
Q3 | $332K | Buy |
+5,727
| New | +$280K | 0.03% | 209 |
|
Other funds holding EW
EP Wealth Advisors's EW Position: Q2 2026 in Review
EP Wealth Advisors reduced its Edwards Lifesciences (EW) stake by 3.9% in Q2 2026, selling an estimated $129K and leaving 37,702 shares worth $3.41M. The position accounts for 0.01% of the portfolio, ranked #456.
EP Wealth Advisors first reported a position in EW in Q3 2018 and has held it in 28 quarters since. The position peaked at $5.06M in Q4 2021. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.
- EP Wealth Advisors held 37,702 shares of Edwards Lifesciences worth $3.41M as of Q2 2026.
- EP Wealth Advisors sold 1,536 Edwards Lifesciences shares in Q2 2026, an estimated $129K.
- Edwards Lifesciences made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #456 holding.
- EP Wealth Advisors first reported a position in Edwards Lifesciences in Q3 2018 and has held it in 28 quarters since.
- EP Wealth Advisors's Edwards Lifesciences position peaked at $5.06M in Q4 2021.
- 1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.
Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.