Jackson Grant Investment Advisers’s Edwards Lifesciences EW Stock Holding History

Jackson Grant Investment Advisers’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	$34.8K	Hold	385	–	–	0.01%	224
2026 Q1	$30.8K	Hold	385	–	–	0.01%	230
2025 Q4	$32.8K	Hold	385	–	–	0.01%	230
2025 Q3	$29.9K	Hold	385	–	–	0.01%	229
2025 Q2	$30.1K	Hold	385	–	–	0.01%	210
2025 Q1	$27.9K	Hold	385	–	–	0.01%	207
2024 Q4	$28.5K	Hold	385	–	–	0.01%	212
2024 Q3	$25.4K	Hold	385	–	–	0.01%	217
2024 Q2	$35.6K	Hold	385	–	–	0.01%	195
2024 Q1	$36.8K	Hold	385	–	–	0.02%	189
2023 Q4	$29.4K	Sell	385 -163	-30%	-$11.3K	0.01%	203
2023 Q3	$38K	Buy	+548	New	+$44K	0.02%	184
2023 Q2	–	Sell	-548	Closed	-$45.3K	–	439
2023 Q1	$45.3K	Hold	548	–	–	0.02%	193
2022 Q4	$40.9K	Hold	548	–	–	0.02%	197
2022 Q3	$45K	Hold	548	–	–	0.02%	180
2022 Q2	$52K	Hold	548	–	–	0.03%	176
2022 Q1	$65K	Hold	548	–	–	0.03%	176
2021 Q4	$71K	Hold	548	–	–	0.04%	144
2021 Q3	$62K	Hold	548	–	–	0.03%	183
2021 Q2	$57K	Buy	548 +27	+5%	+$2.54K	0.03%	190
2021 Q1	$44K	Buy	521 +275	+112%	+$23.2K	0.02%	211
2020 Q4	$22K	Hold	246	–	–	0.01%	249
2020 Q3	$20K	Hold	246	–	–	0.01%	184
2020 Q2	$17K	Hold	246	–	–	0.01%	184
2020 Q1	$15K	Hold	246	–	–	0.01%	181
2019 Q4	$19K	Hold	246	–	–	0.01%	188
2019 Q3	$18K	Hold	246	–	–	0.01%	193
2019 Q2	$15K	Hold	246	–	–	0.01%	200
2019 Q1	$16K	Hold	246	–	–	0.01%	190
2018 Q4	$13K	Buy	+246	New	+$12.4K	0.01%	190

Other funds holding EW

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

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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 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

Jackson Grant Investment Advisers's EW Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Edwards Lifesciences (EW) position steady in Q2 2026 at 385 shares worth $34.8K. The position accounts for 0.01% of the portfolio, ranked #224.

Jackson Grant Investment Advisers first reported a position in EW in Q4 2018 and has held it in 30 quarters since. The position peaked at $71K in Q4 2021. 563 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Jackson Grant Investment Advisers held 385 shares of Edwards Lifesciences worth $34.8K as of Q2 2026.
Jackson Grant Investment Advisers left its Edwards Lifesciences share count unchanged in Q2 2026.
Edwards Lifesciences made up 0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #224 holding.
Jackson Grant Investment Advisers first reported a position in Edwards Lifesciences in Q4 2018 and has held it in 30 quarters since.
Jackson Grant Investment Advisers's Edwards Lifesciences position peaked at $71K in Q4 2021.
563 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.