IAA
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Independent Advisor Alliance’s Edwards Lifesciences EW Stock Holding History

Independent Advisor Alliance’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 		$1.96M Sell
21,612
-528
-2% -$44.2K 0.05% 284
2026
Q1 		$1.77M Sell
22,140
-235
-1% -$19.4K 0.02% 598
2025
Q4 		$1.91M Buy
22,375
+4,548
+26% +$373K 0.05% 315
2025
Q3 		$1.39M Buy
17,827
+9,522
+115% +$744K 0.04% 369
2025
Q2 		$650K Buy
8,305
+3,168
+62% +$236K 0.02% 510
2025
Q1 		$372K Buy
5,137
+90
+2% +$6.44K 0.01% 597
2024
Q4 		$374K Buy
+5,047
New +$353K ﹤0.01% 1049
2024
Q3 		– Sell
-2,931
Closed -$271K – 726
2024
Q2 		$271K Buy
+2,931
New +$260K 0.01% 594

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 $3.38T AUM 44.17% 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

Independent Advisor Alliance's EW Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Edwards Lifesciences (EW) stake by 2.4% in Q2 2026, selling an estimated $44.2K and leaving 21,612 shares worth $1.96M. The position accounts for 0.05% of the portfolio, ranked #284.

Independent Advisor Alliance first reported a position in EW in Q2 2024 and has held it in 8 quarters since. 1,338 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Independent Advisor Alliance held 21,612 shares of Edwards Lifesciences worth $1.96M as of Q2 2026.
  • Independent Advisor Alliance sold 528 Edwards Lifesciences shares in Q2 2026, an estimated $44.2K.
  • Edwards Lifesciences made up 0.05% of Independent Advisor Alliance's portfolio in Q2 2026, its #284 holding.
  • Independent Advisor Alliance first reported a position in Edwards Lifesciences in Q2 2024 and has held it in 8 quarters since.
  • 1,338 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.