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Glass Jacobson Investment Advisors’s Edwards Lifesciences EW Stock Holding History

Glass Jacobson 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 		$222K Hold
2,450
– – 0.07% 189
2026
Q1 		$196K Hold
2,450
– – 0.07% 190
2025
Q4 		$209K Hold
2,450
– – 0.08% 180
2025
Q3 		$191K Hold
2,450
– – 0.07% 187
2025
Q2 		$192K Hold
2,450
– – 0.07% 183
2025
Q1 		$181K Hold
2,450
– – 0.06% 239
2024
Q4 		$181K Hold
2,450
– – 0.06% 239
2024
Q3 		$162K Buy
+2,450
New +$178K 0.05% 239

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Glass Jacobson Investment Advisors's EW Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its Edwards Lifesciences (EW) position steady in Q2 2026 at 2,450 shares worth $222K. The position accounts for 0.07% of the portfolio, ranked #189.

Glass Jacobson Investment Advisors first reported a position in EW in Q3 2024 and has held it in 8 quarters since. 896 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Glass Jacobson Investment Advisors held 2,450 shares of Edwards Lifesciences worth $222K as of Q2 2026.
  • Glass Jacobson Investment Advisors left its Edwards Lifesciences share count unchanged in Q2 2026.
  • Edwards Lifesciences made up 0.07% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #189 holding.
  • Glass Jacobson Investment Advisors first reported a position in Edwards Lifesciences in Q3 2024 and has held it in 8 quarters since.
  • 896 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.