JTWM
EW icon

Jackson Thornton Wealth Management’s Edwards Lifesciences EW Stock Holding History

Jackson Thornton Wealth Management’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 		– Sell
-2,654
Closed -$207K – 426
2026
Q1 		$207K Sell
2,654
-653
-20% -$53.8K 0.02% 271
2025
Q4 		$284K Sell
3,307
-89
-3% -$7.3K 0.03% 209
2025
Q3 		$257K Buy
+3,396
New +$265K 0.03% 216

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Jackson Thornton Wealth Management's EW Position: Q2 2026 in Review

Jackson Thornton Wealth Management sold out of Edwards Lifesciences (EW) in Q2 2026, closing a stake of 2,654 shares — an estimated $207K sold.

Jackson Thornton Wealth Management first reported a position in EW in Q3 2025 and held it in 3 quarters. The position peaked at $284K in Q4 2025. 1,338 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Jackson Thornton Wealth Management reported no remaining Edwards Lifesciences position as of Q2 2026 after selling out during the quarter.
  • Jackson Thornton Wealth Management sold 2,654 Edwards Lifesciences shares in Q2 2026, an estimated $207K.
  • Jackson Thornton Wealth Management first reported a position in Edwards Lifesciences in Q3 2025 and held it in 3 quarters.
  • Jackson Thornton Wealth Management's Edwards Lifesciences position peaked at $284K in Q4 2025.
  • 1,338 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.