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IEQ Capital’s Edwards Lifesciences EW Stock Holding History

IEQ Capital’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 		$10.1M Sell
111,370
-67,672
-38% -$5.67M 0.05% 343
2026
Q1 		$14.3M Sell
179,042
-39,855
-18% -$3.29M 0.07% 279
2025
Q4 		$18.7M Buy
218,897
+1,822
+0.8% +$150K 0.06% 222
2025
Q3 		$16.9M Buy
217,075
+115,292
+113% +$9.01M 0.05% 208
2025
Q2 		$7.96M Buy
101,783
+32,471
+47% +$2.42M 0.05% 295
2025
Q1 		$5.02M Buy
69,312
+23,151
+50% +$1.66M 0.04% 340
2024
Q4 		$3.42M Sell
46,161
-10,346
-18% -$724K 0.03% 365
2024
Q3 		$3.73M Sell
56,507
-5,973
-10% -$434K 0.05% 238
2024
Q2 		$5.77M Buy
62,480
+4,528
+8% +$401K 0.08% 166
2024
Q1 		$5.54M Buy
57,952
+4,803
+9% +$403K 0.08% 159
2023
Q4 		$4.05M Sell
53,149
-1,302
-2% -$90.6K 0.07% 187
2023
Q3 		$3.77M Sell
54,451
-13,185
-19% -$1.06M 0.08% 166
2023
Q2 		$6.38M Buy
67,636
+14,683
+28% +$1.28M 0.13% 114
2023
Q1 		$4.38M Buy
52,953
+5,983
+13% +$470K 0.1% 148
2022
Q4 		$3.5M Sell
46,970
-2,489
-5% -$192K 0.1% 159
2022
Q3 		$4.09M Buy
49,459
+1,322
+3% +$127K 0.11% 134
2022
Q2 		$4.58M Sell
48,137
-1,629
-3% -$169K 0.14% 105
2022
Q1 		$5.86M Buy
49,766
+4,481
+10% +$503K 0.14% 98
2021
Q4 		$5.87M Sell
45,285
-4,009
-8% -$468K 0.14% 91
2021
Q3 		$5.58M Buy
49,294
+8,386
+20% +$957K 0.15% 89
2021
Q2 		$4.24M Buy
40,908
+2,779
+7% +$262K 0.12% 101
2021
Q1 		$3.19M Buy
38,129
+6,694
+21% +$566K 0.13% 99
2020
Q4 		$2.87M Sell
31,435
-5,641
-15% -$468K 0.13% 105
2020
Q3 		$2.96M Buy
37,076
+2,393
+7% +$187K 0.16% 94
2020
Q2 		$2.4M Sell
34,683
-2,328
-6% -$165K 0.16% 93
2020
Q1 		$2.33M Buy
37,011
+31,635
+588% +$2.28M 0.19% 81
2019
Q4 		$418K Buy
+5,376
New +$420K 0.04% 247

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

IEQ Capital's EW Position: Q2 2026 in Review

IEQ Capital reduced its Edwards Lifesciences (EW) stake by 38% in Q2 2026, selling an estimated $5.67M and leaving 111,370 shares worth $10.1M. The position accounts for 0.05% of the portfolio, ranked #343.

IEQ Capital first reported a position in EW in Q4 2019 and has held it in 27 quarters since. The position peaked at $18.7M in Q4 2025. 1,325 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • IEQ Capital held 111,370 shares of Edwards Lifesciences worth $10.1M as of Q2 2026.
  • IEQ Capital sold 67,672 Edwards Lifesciences shares in Q2 2026, an estimated $5.67M.
  • Edwards Lifesciences made up 0.05% of IEQ Capital's portfolio in Q2 2026, its #343 holding.
  • IEQ Capital first reported a position in Edwards Lifesciences in Q4 2019 and has held it in 27 quarters since.
  • IEQ Capital's Edwards Lifesciences position peaked at $18.7M in Q4 2025.
  • 1,325 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.