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GoalVest Advisory’s Edwards Lifesciences EW Stock Holding History

GoalVest Advisory’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 		$113K Hold
1,245
– – 0.02% 150
2026
Q1 		$99.7K Hold
1,245
– – 0.02% 177
2025
Q4 		$106K Hold
1,245
– – 0.02% 181
2025
Q3 		$96.8K Hold
1,245
– – 0.02% 172
2025
Q2 		$97.4K Sell
1,245
-3
-0.2% -$224 0.02% 169
2025
Q1 		$90.5K Buy
1,248
+603
+93% +$43.2K 0.02% 152
2024
Q4 		$47.7K Sell
645
-201
-24% -$14.1K 0.01% 190
2024
Q3 		$55.8K Buy
846
+201
+31% +$14.6K 0.02% 179
2024
Q2 		$59.6K Sell
645
-30
-4% -$2.66K 0.02% 164
2024
Q1 		$64.5K Buy
675
+30
+5% +$2.52K 0.02% 177
2023
Q4 		$49.2K Sell
645
-60
-9% -$4.17K 0.02% 139
2023
Q3 		$48.8K Buy
705
+525
+292% +$42.2K 0.02% 147
2023
Q2 		$17K Hold
180
– – 0.01% 214
2023
Q1 		$14.9K Hold
180
– – 0.01% 171
2022
Q4 		$13.4K Hold
180
– – 0.01% 175
2022
Q3 		$15K Hold
180
– – 0.01% 168
2022
Q2 		$18K Sell
180
-6
-3% -$621 0.01% 225
2022
Q1 		$22K Buy
+186
New +$20.9K 0.01% 192

Other funds holding EW

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

GoalVest Advisory's EW Position: Q2 2026 in Review

GoalVest Advisory held its Edwards Lifesciences (EW) position steady in Q2 2026 at 1,245 shares worth $113K. The position accounts for 0.02% of the portfolio, ranked #150.

GoalVest Advisory first reported a position in EW in Q1 2022 and has held it in 18 quarters since. 195 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • GoalVest Advisory held 1,245 shares of Edwards Lifesciences worth $113K as of Q2 2026.
  • GoalVest Advisory left its Edwards Lifesciences share count unchanged in Q2 2026.
  • Edwards Lifesciences made up 0.02% of GoalVest Advisory's portfolio in Q2 2026, its #150 holding.
  • GoalVest Advisory first reported a position in Edwards Lifesciences in Q1 2022 and has held it in 18 quarters since.
  • 195 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.