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Financial Security Advisor’s Edwards Lifesciences EW Stock Holding History

Financial Security Advisor’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
-2,784
Closed -$223K – 165
2026
Q1 		$223K Buy
2,784
+5
+0.2% +$412 0.04% 151
2025
Q4 		$237K Hold
2,779
– – 0.05% 140
2025
Q3 		$216K Hold
2,779
– – 0.05% 133
2025
Q2 		$217K Hold
2,779
– – 0.05% 123
2025
Q1 		$201K Hold
2,779
– – 0.05% 121
2024
Q4 		$206K Buy
+2,779
New +$195K 0.05% 114
2024
Q3 		– Sell
-2,779
Closed -$257K – 118
2024
Q2 		$257K Hold
2,779
– – 0.09% 89
2024
Q1 		$266K Hold
2,779
– – 0.09% 87
2023
Q4 		$212K Buy
+2,779
New +$193K 0.08% 92

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

Financial Security Advisor's EW Position: Q2 2026 in Review

Financial Security Advisor sold out of Edwards Lifesciences (EW) in Q2 2026, closing a stake of 2,784 shares — an estimated $223K sold.

Financial Security Advisor first reported a position in EW in Q4 2023 and held it in 9 quarters. The position peaked at $266K in Q1 2024. 1,325 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Financial Security Advisor reported no remaining Edwards Lifesciences position as of Q2 2026 after selling out during the quarter.
  • Financial Security Advisor sold 2,784 Edwards Lifesciences shares in Q2 2026, an estimated $223K.
  • Financial Security Advisor first reported a position in Edwards Lifesciences in Q4 2023 and held it in 9 quarters.
  • Financial Security Advisor's Edwards Lifesciences position peaked at $266K in Q1 2024.
  • 1,325 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.