Institute for Wealth Management’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $453K | Hold |
5,010
| – | – | 0.04% | 347 |
|
|
2026
Q1 | $401K | Hold |
5,010
| – | – | 0.04% | 363 |
|
|
2025
Q4 | $427K | Sell |
5,010
-137
| -3% | -$11.2K | 0.05% | 345 |
|
|
2025
Q3 | $400K | Sell |
5,147
-8
| -0.2% | -$625 | 0.04% | 377 |
|
|
2025
Q2 | $403K | Hold |
5,155
| – | – | 0.05% | 360 |
|
|
2025
Q1 | $374K | Hold |
5,155
| – | – | 0.05% | 360 |
|
|
2024
Q4 | $382K | Hold |
5,155
| – | – | 0.05% | 347 |
|
|
2024
Q3 | $340K | Sell |
5,155
-87
| -2% | -$6.32K | 0.04% | 384 |
|
|
2024
Q2 | $484K | Buy |
5,242
+8
| +0.2% | +$708 | 0.06% | 286 |
|
|
2024
Q1 | $500K | Hold |
5,234
| – | – | 0.06% | 292 |
|
|
2023
Q4 | $399K | Sell |
5,234
-87
| -2% | -$6.05K | 0.06% | 314 |
|
|
2023
Q3 | $369K | Sell |
5,321
-24
| -0.4% | -$1.93K | 0.07% | 311 |
|
|
2023
Q2 | $504K | Hold |
5,345
| – | – | 0.09% | 265 |
|
|
2023
Q1 | $442K | Hold |
5,345
| – | – | 0.08% | 281 |
|
|
2022
Q4 | $399K | Sell |
5,345
-210
| -4% | -$16.2K | 0.08% | 302 |
|
|
2022
Q3 | $459K | Hold |
5,555
| – | – | 0.1% | 254 |
|
|
2022
Q2 | $528K | Sell |
5,555
-190
| -3% | -$19.7K | 0.1% | 260 |
|
|
2022
Q1 | $676K | Hold |
5,745
| – | – | 0.11% | 231 |
|
|
2021
Q4 | $744K | Hold |
5,745
| – | – | 0.12% | 206 |
|
|
2021
Q3 | $650K | Hold |
5,745
| – | – | 0.11% | 221 |
|
|
2021
Q2 | $595K | Hold |
5,745
| – | – | 0.1% | 238 |
|
|
2021
Q1 | $481K | Sell |
5,745
-54
| -0.9% | -$4.57K | 0.09% | 276 |
|
|
2020
Q4 | $529K | Sell |
5,799
-198
| -3% | -$16.4K | 0.11% | 239 |
|
|
2020
Q3 | $479K | Buy |
5,997
+24
| +0.4% | +$1.87K | 0.11% | 233 |
|
|
2020
Q2 | $413K | Buy |
5,973
+21
| +0.4% | +$1.49K | 0.1% | 272 |
|
|
2020
Q1 | $374K | Buy |
+5,952
| New | +$429K | 0.12% | 240 |
|
|
2019
Q2 | – | Sell |
-6,831
| Closed | -$436K | – | 476 |
|
|
2019
Q1 | $436K | Hold |
6,831
| – | – | 0.09% | 267 |
|
|
2018
Q4 | $349K | Buy |
+6,831
| New | +$346K | 0.14% | 183 |
|
|
2018
Q1 | – | Sell |
-8,319
| Closed | -$313K | – | 299 |
|
|
2017
Q4 | $313K | Buy |
+8,319
| New | +$305K | 0.07% | 299 |
|
|
2017
Q3 | – | Sell |
-8,592
| Closed | -$339K | – | 290 |
|
|
2017
Q2 | $339K | Buy |
+8,592
| New | +$314K | 0.09% | 290 |
|
Other funds holding EW
Institute for Wealth Management's EW Position: Q2 2026 in Review
Institute for Wealth Management held its Edwards Lifesciences (EW) position steady in Q2 2026 at 5,010 shares worth $453K. The position accounts for 0.04% of the portfolio, ranked #347.
Institute for Wealth Management first reported a position in EW in Q2 2017 and has held it in 30 quarters since. The position peaked at $744K in Q4 2021. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.
- Institute for Wealth Management held 5,010 shares of Edwards Lifesciences worth $453K as of Q2 2026.
- Institute for Wealth Management left its Edwards Lifesciences share count unchanged in Q2 2026.
- Edwards Lifesciences made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #347 holding.
- Institute for Wealth Management first reported a position in Edwards Lifesciences in Q2 2017 and has held it in 30 quarters since.
- Institute for Wealth Management's Edwards Lifesciences position peaked at $744K in Q4 2021.
- 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.