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Foundations Investment Advisors’s Edwards Lifesciences EW Stock Holding History

Foundations Investment Advisors’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
-3,746
Closed -$300K – 1237
2026
Q1 		$300K Sell
3,746
-1,323
-26% -$109K ﹤0.01% 908
2025
Q4 		$432K Buy
+5,069
New +$416K 0.01% 761
2023
Q4 		– Sell
-3,095
Closed -$214K – 681
2023
Q3 		$214K Buy
3,095
+804
+35% +$64.6K 0.01% 597
2023
Q2 		$216K Buy
+2,291
New +$199K 0.01% 533

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 $3.38T AUM 44.17% 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

Foundations Investment Advisors's EW Position: Q2 2026 in Review

Foundations Investment Advisors sold out of Edwards Lifesciences (EW) in Q2 2026, closing a stake of 3,746 shares — an estimated $300K sold.

Foundations Investment Advisors first reported a position in EW in Q2 2023 and held it in 4 quarters. The position peaked at $432K in Q4 2025. 1,338 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Foundations Investment Advisors reported no remaining Edwards Lifesciences position as of Q2 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 3,746 Edwards Lifesciences shares in Q2 2026, an estimated $300K.
  • Foundations Investment Advisors first reported a position in Edwards Lifesciences in Q2 2023 and held it in 4 quarters.
  • Foundations Investment Advisors's Edwards Lifesciences position peaked at $432K in Q4 2025.
  • 1,338 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.