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Golden State Wealth Management’s Edwards Lifesciences EW Stock Holding History

Golden State Wealth 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 		$207K Buy
2,291
+82
+4% +$6.87K 0.02% 412
2026
Q1 		$177K Hold
2,209
– – 0.02% 401
2025
Q4 		$188K Sell
2,209
-70
-3% -$5.75K 0.02% 401
2025
Q3 		$177K Hold
2,279
– – 0.02% 399
2025
Q2 		$178K Sell
2,279
-3
-0.1% -$224 0.02% 377
2025
Q1 		$165K Hold
2,282
– – 0.02% 365
2024
Q4 		$169K Buy
+2,282
New +$160K 0.03% 349
2022
Q1 		$259K Sell
2,200
-502
-19% -$56.3K 0.05% 261
2021
Q4 		$350K Buy
2,702
+502
+23% +$58.6K 0.06% 267
2021
Q3 		$249K Sell
2,200
-200
-8% -$22.8K 0.05% 260
2021
Q2 		$249K Sell
2,400
-600
-20% -$56.6K 0.05% 252
2021
Q1 		$250K Sell
3,000
-541
-15% -$45.7K 0.08% 165
2020
Q4 		$323K Buy
3,541
+283
+9% +$23.5K 0.09% 169
2020
Q3 		$260K Sell
3,258
-291
-8% -$22.7K 0.09% 161
2020
Q2 		$245K Sell
3,549
-1,680
-32% -$119K 0.08% 155
2020
Q1 		$329K Buy
+5,229
New +$377K 0.15% 107
2019
Q4 		– Sell
-5,100
Closed -$374K – 317
2019
Q3 		$374K Hold
5,100
– – 0.12% 135
2019
Q2 		$314K Sell
5,100
-108
-2% -$6.53K 0.1% 163
2019
Q1 		$332K Buy
+5,208
New +$297K 0.11% 156

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

Golden State Wealth Management's EW Position: Q2 2026 in Review

Golden State Wealth Management increased its Edwards Lifesciences (EW) stake by 3.7% in Q2 2026, buying an estimated $6.87K and bringing the position to 2,291 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #412.

Golden State Wealth Management first reported a position in EW in Q1 2019 and has held it in 19 quarters since. The position peaked at $374K in Q3 2019. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Golden State Wealth Management held 2,291 shares of Edwards Lifesciences worth $207K as of Q2 2026.
  • Golden State Wealth Management bought 82 Edwards Lifesciences shares in Q2 2026, an estimated $6.87K.
  • Edwards Lifesciences made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #412 holding.
  • Golden State Wealth Management first reported a position in Edwards Lifesciences in Q1 2019 and has held it in 19 quarters since.
  • Golden State Wealth Management's Edwards Lifesciences position peaked at $374K in Q3 2019.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.