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Essential Partners’s Edwards Lifesciences EW Stock Holding History

Essential Partners’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 		$133K Sell
1,475
-2,863
-66% -$240K 0.06% 340
2026
Q1 		$347K Sell
4,338
-281
-6% -$23.2K 0.12% 196
2025
Q4 		$394K Buy
4,619
+514
+13% +$42.2K 0.12% 215
2025
Q3 		$319K Buy
4,105
+2,054
+100% +$160K 0.11% 238
2025
Q2 		$160K Buy
+2,051
New +$153K 0.06% 301

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 $3.37T AUM 44.26% 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

Essential Partners's EW Position: Q2 2026 in Review

Essential Partners reduced its Edwards Lifesciences (EW) stake by 66% in Q2 2026, selling an estimated $240K and leaving 1,475 shares worth $133K. The position accounts for 0.06% of the portfolio, ranked #340.

Essential Partners first reported a position in EW in Q2 2025 and has held it in 5 quarters since. The position peaked at $394K in Q4 2025. 1,330 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Essential Partners held 1,475 shares of Edwards Lifesciences worth $133K as of Q2 2026.
  • Essential Partners sold 2,863 Edwards Lifesciences shares in Q2 2026, an estimated $240K.
  • Edwards Lifesciences made up 0.06% of Essential Partners's portfolio in Q2 2026, its #340 holding.
  • Essential Partners first reported a position in Edwards Lifesciences in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Edwards Lifesciences position peaked at $394K in Q4 2025.
  • 1,330 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.