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Independent Financial Group’s Edwards Lifesciences EW Stock Holding History

Independent Financial Group’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 		$1.22M Buy
13,536
+4,650
+52% +$390K 0.02% 611
2026
Q1 		$712K Sell
8,886
-1,748
-16% -$144K 0.02% 760
2025
Q4 		$907K Sell
10,634
-2
-0% -$164 0.02% 655
2025
Q3 		$827K Sell
10,636
-2,376
-18% -$186K 0.02% 665
2025
Q2 		$1.02M Buy
13,012
+2,020
+18% +$151K 0.03% 539
2025
Q1 		$797K Buy
10,992
+1,957
+22% +$140K 0.03% 548
2024
Q4 		$669K Sell
9,035
-2,051
-19% -$144K 0.02% 603
2024
Q3 		$732K Sell
11,086
-1,364
-11% -$99.1K 0.03% 531
2024
Q2 		$1.15M Buy
12,450
+1,135
+10% +$101K 0.05% 369
2024
Q1 		$1.08M Sell
11,315
-916
-7% -$76.9K 0.05% 356
2023
Q4 		$933K Buy
12,231
+2,706
+28% +$188K 0.05% 377
2023
Q3 		$660K Buy
9,525
+167
+2% +$13.4K 0.04% 425
2023
Q2 		$883K Sell
9,358
-30
-0.3% -$2.61K 0.06% 340
2023
Q1 		$777K Sell
9,388
-1,460
-13% -$115K 0.06% 345
2022
Q4 		$809K Sell
10,848
-408
-4% -$31.4K 0.07% 295
2022
Q3 		$930K Sell
11,256
-757
-6% -$72.8K 0.08% 236
2022
Q2 		$1.14M Sell
12,013
-282
-2% -$29.2K 0.12% 199
2022
Q1 		$1.45M Sell
12,295
-1,600
-12% -$179K 0.12% 175
2021
Q4 		$1.8M Buy
13,895
+845
+6% +$98.6K 0.15% 142
2021
Q3 		$1.48M Buy
13,050
+843
+7% +$96.2K 0.15% 137
2021
Q2 		$1.26M Buy
+12,207
New +$1.15M 0.13% 174

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

Independent Financial Group's EW Position: Q2 2026 in Review

Independent Financial Group increased its Edwards Lifesciences (EW) stake by 52% in Q2 2026, buying an estimated $390K and bringing the position to 13,536 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #611.

Independent Financial Group first reported a position in EW in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.8M in Q4 2021. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Independent Financial Group held 13,536 shares of Edwards Lifesciences worth $1.22M as of Q2 2026.
  • Independent Financial Group bought 4,650 Edwards Lifesciences shares in Q2 2026, an estimated $390K.
  • Edwards Lifesciences made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #611 holding.
  • Independent Financial Group first reported a position in Edwards Lifesciences in Q2 2021 and has held it in 21 quarters since.
  • Independent Financial Group's Edwards Lifesciences position peaked at $1.8M in Q4 2021.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.