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Goelzer Investment Management’s Edwards Lifesciences EW Stock Holding History

Goelzer Investment Management’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 		$335K Sell
3,700
-800
-18% -$67K 0.01% 266
2026
Q1 		$360K Buy
+4,500
New +$371K 0.02% 246

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Vanguard Portfolio Management
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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

Goelzer Investment Management's EW Position: Q2 2026 in Review

Goelzer Investment Management reduced its Edwards Lifesciences (EW) stake by 18% in Q2 2026, selling an estimated $67K and leaving 3,700 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #266.

Goelzer Investment Management first reported a position in EW in Q1 2026 and has held it in 2 quarters since. The position peaked at $360K in Q1 2026. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Goelzer Investment Management held 3,700 shares of Edwards Lifesciences worth $335K as of Q2 2026.
  • Goelzer Investment Management sold 800 Edwards Lifesciences shares in Q2 2026, an estimated $67K.
  • Edwards Lifesciences made up 0.01% of Goelzer Investment Management's portfolio in Q2 2026, its #266 holding.
  • Goelzer Investment Management first reported a position in Edwards Lifesciences in Q1 2026 and has held it in 2 quarters since.
  • Goelzer Investment Management's Edwards Lifesciences position peaked at $360K in Q1 2026.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.