Inspirion Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Inspirion Wealth Advisors’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	$1.4M	Hold	15,236	–	–	0.16%	60
2026 Q1	$1.22M	Hold	15,236	–	–	0.15%	61
2025 Q4	$1.3M	Buy	15,236 +3,961	+35%	+$325K	0.16%	61
2025 Q3	$744K	Sell	11,275 -88	-0.8%	-$6.88K	0.1%	73
2025 Q2	$889K	Sell	11,363 -400	-3%	-$29.8K	0.12%	68
2025 Q1	$853K	Buy	11,763 +488	+4%	+$34.9K	0.12%	65
2024 Q4	$830K	Hold	11,275	–	–	0.12%	69
2024 Q3	$744K	Hold	11,275	–	–	0.1%	73
2024 Q2	$1.04M	Hold	11,275	–	–	0.16%	58
2024 Q1	$1.08M	Hold	11,275	–	–	0.18%	57
2023 Q4	$852K	Hold	11,275	–	–	0.15%	59
2023 Q3	$781K	Hold	11,275	–	–	0.15%	62
2023 Q2	$1.06M	Hold	11,275	–	–	0.2%	51
2023 Q1	$933K	Hold	11,275	–	–	0.19%	54
2022 Q4	$841K	Sell	11,275 -270	-2%	-$20.8K	0.18%	57
2022 Q3	$954K	Hold	11,545	–	–	0.22%	43
2022 Q2	$1.1M	Hold	11,545	–	–	0.24%	43
2022 Q1	$1.36M	Sell	11,545 -190	-2%	-$21.3K	0.28%	37
2021 Q4	$1.52M	Hold	11,735	–	–	0.32%	35
2021 Q3	$1.33M	Hold	11,735	–	–	0.31%	34
2021 Q2	$1.22M	Hold	11,735	–	–	0.3%	32
2021 Q1	$982K	Sell	11,735 -120	-1%	-$10.1K	0.26%	37
2020 Q4	$1.08M	Sell	11,855 -1,000	-8%	-$82.9K	0.3%	29
2020 Q3	$1.03M	Hold	12,855	–	–	0.35%	27
2020 Q2	$888K	Hold	12,855	–	–	0.35%	29
2020 Q1	$808K	Sell	12,855 -576	-4%	-$41.5K	0.4%	27
2019 Q4	$1.04M	Sell	13,431 -600	-4%	-$46.9K	0.35%	28
2019 Q3	$1.03M	Hold	14,031	–	–	0.45%	25
2019 Q2	$864K	Sell	14,031 -1,620	-10%	-$98K	0.37%	28
2019 Q1	$998K	Hold	15,651	–	–	0.44%	25
2018 Q4	$799K	Hold	15,651	–	–	0.4%	27
2018 Q3	$908K	Sell	15,651 -249	-2%	-$12.2K	0.39%	28
2018 Q2	$772K	Sell	15,900 -1,200	-7%	-$56K	0.36%	28
2018 Q1	$795K	Hold	17,100	–	–	0.39%	30
2017 Q4	$642K	Sell	17,100 -78	-0.5%	-$2.86K	0.31%	30
2017 Q3	$626K	Sell	17,178 -3,096	-15%	-$118K	0.32%	29
2017 Q2	$799K	Sell	20,274 -270	-1%	-$9.86K	0.43%	25
2017 Q1	$644K	Hold	20,544	–	–	0.36%	29
2016 Q4	$642K	Hold	20,544	–	–	0.41%	28
2016 Q3	$826K	Hold	20,544	–	–	0.54%	26
2016 Q2	$683K	Sell	20,544 -450	-2%	-$15.4K	0.45%	29
2016 Q1	$617K	Hold	20,994	–	–	0.43%	29
2015 Q4	$553K	Sell	20,994 -3,708	-15%	-$96.3K	0.41%	30
2015 Q3	$585K	Hold	24,702	–	–	0.46%	29
2015 Q2	$586K	Hold	24,702	–	–	0.43%	28
2015 Q1	$587K	Hold	24,702	–	–	0.47%	28
2014 Q4	$524K	Buy	+24,702	New	+$496K	0.49%	28

Other funds holding EW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

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

Inspirion Wealth Advisors's EW Position: Q2 2026 in Review

Inspirion Wealth Advisors held its Edwards Lifesciences (EW) position steady in Q2 2026 at 15,236 shares worth $1.4M. The position accounts for 0.16% of the portfolio, ranked #60.

Inspirion Wealth Advisors first reported a position in EW in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.52M in Q4 2021. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Inspirion Wealth Advisors held 15,236 shares of Edwards Lifesciences worth $1.4M as of Q2 2026.
Inspirion Wealth Advisors left its Edwards Lifesciences share count unchanged in Q2 2026.
Edwards Lifesciences made up 0.16% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #60 holding.
Inspirion Wealth Advisors first reported a position in Edwards Lifesciences in Q4 2014 and has held it in 47 quarters since.
Inspirion Wealth Advisors's Edwards Lifesciences position peaked at $1.52M in Q4 2021.
1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.