JWCA
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J.W. Cole Advisors’s Edwards Lifesciences EW Stock Holding History

J.W. Cole 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 		$940K Sell
10,390
-513
-5% -$43K 0.02% 771
2026
Q1 		$873K Sell
10,903
-196
-2% -$16.2K 0.03% 405
2025
Q4 		$926K Buy
11,099
+107
+1% +$8.78K 0.02% 657
2025
Q3 		$855K Sell
10,992
-75
-0.7% -$5.86K 0.02% 779
2025
Q2 		$866K Sell
11,067
-157
-1% -$11.7K 0.02% 717
2025
Q1 		$814K Buy
11,224
+7,719
+220% +$552K 0.03% 599
2024
Q4 		$259K Buy
+3,505
New +$245K 0.01% 830
2024
Q3 		– Sell
-2,956
Closed -$273K – 943
2024
Q2 		$273K Buy
2,956
+204
+7% +$18.1K 0.01% 735
2024
Q1 		$263K Sell
2,752
-182
-6% -$15.3K 0.01% 740
2023
Q4 		$224K Sell
2,934
-33
-1% -$2.3K 0.01% 724
2023
Q3 		$206K Hold
2,967
– – 0.02% 677
2023
Q2 		$280K Sell
2,967
-77
-3% -$6.69K 0.02% 599
2023
Q1 		$252K Sell
3,044
-86
-3% -$6.76K 0.02% 661
2022
Q4 		$234K Sell
3,130
-169
-5% -$13K 0.02% 639
2022
Q3 		$273K Sell
3,299
-222
-6% -$21.4K 0.02% 574
2022
Q2 		$335K Buy
3,521
+157
+5% +$16.3K 0.03% 516
2022
Q1 		$396K Buy
3,364
+170
+5% +$19.1K 0.03% 530
2021
Q4 		$414K Buy
3,194
+114
+4% +$13.3K 0.03% 535
2021
Q3 		$349K Sell
3,080
-10
-0.3% -$1.14K 0.02% 324
2021
Q2 		$320K Sell
3,090
-189
-6% -$17.8K 0.03% 566
2021
Q1 		$274K Buy
3,279
+216
+7% +$18.3K 0.03% 541
2020
Q4 		$279K Sell
3,063
-7,298
-70% -$605K 0.03% 496
2020
Q3 		$827K Buy
+10,361
New +$808K 0.06% 293
2020
Q1 		– Sell
-4,128
Closed -$321K – 217
2019
Q4 		$321K Buy
+4,128
New +$322K 0.04% 401

Other funds holding EW

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

J.W. Cole Advisors's EW Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Edwards Lifesciences (EW) stake by 4.7% in Q2 2026, selling an estimated $43K and leaving 10,390 shares worth $940K. The position accounts for 0.02% of the portfolio, ranked #771.

J.W. Cole Advisors first reported a position in EW in Q4 2019 and has held it in 24 quarters since. 372 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • J.W. Cole Advisors held 10,390 shares of Edwards Lifesciences worth $940K as of Q2 2026.
  • J.W. Cole Advisors sold 513 Edwards Lifesciences shares in Q2 2026, an estimated $43K.
  • Edwards Lifesciences made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #771 holding.
  • J.W. Cole Advisors first reported a position in Edwards Lifesciences in Q4 2019 and has held it in 24 quarters since.
  • 372 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.