Groesbeck Investment Management’s Edwards Lifesciences EW Stock Holding History

Groesbeck 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	$501K	Buy	5,538 +2,838	+105%	+$238K	0.8%	32
2026 Q1	$216K	Hold	2,700	–	–	0.42%	55
2025 Q4	$230K	Hold	2,700	–	–	0.43%	50
2025 Q3	$210K	Hold	2,700	–	–	0.41%	55
2025 Q2	$211K	Buy	+2,700	New	+$201K	0.37%	57
2025 Q1	–	Sell	-2,700	Closed	-$200K	–	85
2024 Q4	$200K	Buy	+2,700	New	+$189K	0.26%	85
2024 Q3	–	Sell	-2,700	Closed	-$249K	–	69
2024 Q2	$249K	Hold	2,700	–	–	0.34%	64
2024 Q1	$258K	Hold	2,700	–	–	0.27%	91
2023 Q4	$206K	Buy	+2,700	New	+$188K	0.29%	75
2023 Q2	–	Sell	-2,700	Closed	-$223K	–	86
2023 Q1	$223K	Hold	2,700	–	–	0.33%	80
2022 Q4	$201K	Hold	2,700	–	–	0.34%	78
2022 Q3	$257K	Hold	2,700	–	–	0.42%	73
2022 Q2	$257K	Hold	2,700	–	–	0.42%	73
2022 Q1	$318K	Hold	2,700	–	–	0.36%	87
2021 Q4	$350K	Hold	2,700	–	–	0.44%	68
2021 Q3	$306K	Hold	2,700	–	–	0.35%	92
2021 Q2	$280K	Hold	2,700	–	–	0.36%	81
2021 Q1	$226K	Hold	2,700	–	–	0.33%	85
2020 Q4	$246K	Hold	2,700	–	–	0.4%	78
2020 Q3	$216K	Buy	+2,700	New	+$211K	0.4%	79
2020 Q1	–	Sell	-2,700	Closed	-$210K	–	83
2019 Q4	$210K	Sell	2,700 -600	-18%	-$46.9K	0.16%	99
2019 Q3	$242K	Buy	+3,300	New	+$232K	0.18%	93
2019 Q2	–	Sell	-3,300	Closed	-$210K	–	99
2019 Q1	$210K	Buy	+3,300	New	+$188K	0.16%	97

Other funds holding EW

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SIM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Groesbeck Investment Management increased its Edwards Lifesciences (EW) stake by 105% in Q2 2026, buying an estimated $238K and bringing the position to 5,538 shares worth $501K. The position accounts for 0.8% of the portfolio, ranked #32.

Groesbeck Investment Management first reported a position in EW in Q1 2019 and has held it in 23 quarters since. 372 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Groesbeck Investment Management held 5,538 shares of Edwards Lifesciences worth $501K as of Q2 2026.
Groesbeck Investment Management bought 2,838 Edwards Lifesciences shares in Q2 2026, an estimated $238K.
Edwards Lifesciences made up 0.8% of Groesbeck Investment Management's portfolio in Q2 2026, its #32 holding.
Groesbeck Investment Management first reported a position in Edwards Lifesciences in Q1 2019 and has held it in 23 quarters since.
372 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

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