Invera Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Invera 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	$1.05M	Buy	11,555 +427	+4%	+$35.8K	0.56%	48
2026 Q1	$891K	Sell	11,128 -358	-3%	-$29.5K	0.57%	57
2025 Q4	$979K	Sell	11,486 -540	-4%	-$44.3K	0.62%	48
2025 Q3	$935K	Buy	12,026 +29	+0.2%	+$2.27K	0.58%	55
2025 Q2	$938K	Sell	11,997 -15,928	-57%	-$1.19M	0.61%	53
2025 Q1	$2.02M	Buy	+27,925	New	+$2M	1.31%	25
2024 Q2	–	Sell	-31,078	Closed	-$2.69M	–	60
2024 Q1	$2.69M	Buy	31,078 +12,809	+70%	+$1.08M	2.28%	17
2023 Q4	$1.39M	Buy	+18,269	New	+$1.27M	0.87%	37

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

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

Invera Wealth Advisors increased its Edwards Lifesciences (EW) stake by 3.8% in Q2 2026, buying an estimated $35.8K and bringing the position to 11,555 shares worth $1.05M. The position accounts for 0.56% of the portfolio, ranked #48.

Invera Wealth Advisors first reported a position in EW in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.69M in Q1 2024. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Invera Wealth Advisors held 11,555 shares of Edwards Lifesciences worth $1.05M as of Q2 2026.
Invera Wealth Advisors bought 427 Edwards Lifesciences shares in Q2 2026, an estimated $35.8K.
Edwards Lifesciences made up 0.56% of Invera Wealth Advisors's portfolio in Q2 2026, its #48 holding.
Invera Wealth Advisors first reported a position in Edwards Lifesciences in Q4 2023 and has held it in 8 quarters since.
Invera Wealth Advisors's Edwards Lifesciences position peaked at $2.69M in Q1 2024.
1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.