EW
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Evoke Wealth’s Edwards Lifesciences EW Stock Holding History

Evoke Wealth’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
-5,873
Closed -$470K – 206
2026
Q1 		$470K Sell
5,873
-118
-2% -$9.73K 0.01% 421
2025
Q4 		$511K Buy
5,991
+1,531
+34% +$126K 0.01% 386
2025
Q3 		$347K Buy
4,460
+1,747
+64% +$136K 0.01% 474
2025
Q2 		$212K Buy
+2,713
New +$202K ﹤0.01% 552
2022
Q4 		– Sell
-138
Closed -$11K – 634
2022
Q3 		$11K Sell
138
-11
-7% -$1.06K ﹤0.01% 736
2022
Q2 		$14K Sell
149
-70
-32% -$7.25K ﹤0.01% 717
2022
Q1 		$26K Buy
219
+7
+3% +$785 ﹤0.01% 612
2021
Q4 		$27K Sell
212
-1
-0.5% -$117 ﹤0.01% 626
2021
Q3 		$24K Sell
213
-24
-10% -$2.74K ﹤0.01% 610
2021
Q2 		$25K Sell
237
-51
-18% -$4.81K ﹤0.01% 615
2021
Q1 		$24K Buy
288
+150
+109% +$12.7K ﹤0.01% 558
2020
Q4 		$13K Hold
138
– – ﹤0.01% 541
2020
Q3 		$11K Hold
138
– – ﹤0.01% 544
2020
Q2 		$10K Sell
138
-15
-10% -$1.07K ﹤0.01% 547
2020
Q1 		$9.62K Sell
153
-111
-42% -$8.01K ﹤0.01% 509
2019
Q4 		$20.5K Sell
264
-12
-4% -$937 ﹤0.01% 583
2019
Q3 		$20.2K Buy
+276
New +$19.4K ﹤0.01% 658

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

Evoke Wealth's EW Position: Q2 2026 in Review

Evoke Wealth sold out of Edwards Lifesciences (EW) in Q2 2026, closing a stake of 5,873 shares — an estimated $470K sold.

Evoke Wealth first reported a position in EW in Q3 2019 and held it in 17 quarters. The position peaked at $511K in Q4 2025. 1,325 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Evoke Wealth reported no remaining Edwards Lifesciences position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 5,873 Edwards Lifesciences shares in Q2 2026, an estimated $470K.
  • Evoke Wealth first reported a position in Edwards Lifesciences in Q3 2019 and held it in 17 quarters.
  • Evoke Wealth's Edwards Lifesciences position peaked at $511K in Q4 2025.
  • 1,325 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.