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Evolve Private Wealth’s Edwards Lifesciences EW Stock Holding History

Evolve Private 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 		$236K Sell
2,613
-2,033
-44% -$170K 0.01% 856
2026
Q1 		$372K Sell
4,646
-2,190
-32% -$181K 0.02% 693
2025
Q4 		$583K Buy
+6,836
New +$561K 0.03% 475

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

Evolve Private Wealth's EW Position: Q2 2026 in Review

Evolve Private Wealth reduced its Edwards Lifesciences (EW) stake by 44% in Q2 2026, selling an estimated $170K and leaving 2,613 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #856.

Evolve Private Wealth first reported a position in EW in Q4 2025 and has held it in 3 quarters since. The position peaked at $583K in Q4 2025. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Evolve Private Wealth held 2,613 shares of Edwards Lifesciences worth $236K as of Q2 2026.
  • Evolve Private Wealth sold 2,033 Edwards Lifesciences shares in Q2 2026, an estimated $170K.
  • Edwards Lifesciences made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #856 holding.
  • Evolve Private Wealth first reported a position in Edwards Lifesciences in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Edwards Lifesciences position peaked at $583K in Q4 2025.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.