EWM
EW icon

Evolution Wealth Management’s Edwards Lifesciences EW Stock Holding History

Evolution 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 		$86.8K Hold
960
– – 0.05% 230
2026
Q1 		$76.9K Hold
960
– – 0.06% 203
2025
Q4 		$81.8K Hold
960
– – 0.07% 190
2025
Q3 		$74.7K Hold
960
– – 0.08% 168
2025
Q2 		$75.1K Buy
+960
New +$71.6K 0.09% 142

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

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

Evolution Wealth Management held its Edwards Lifesciences (EW) position steady in Q2 2026 at 960 shares worth $86.8K. The position accounts for 0.05% of the portfolio, ranked #230.

Evolution Wealth Management first reported a position in EW in Q2 2025 and has held it in 5 quarters since. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Evolution Wealth Management held 960 shares of Edwards Lifesciences worth $86.8K as of Q2 2026.
  • Evolution Wealth Management left its Edwards Lifesciences share count unchanged in Q2 2026.
  • Edwards Lifesciences made up 0.05% of Evolution Wealth Management's portfolio in Q2 2026, its #230 holding.
  • Evolution Wealth Management first reported a position in Edwards Lifesciences in Q2 2025 and has held it in 5 quarters since.
  • 1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.