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JFS Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

JFS 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 		$14.9K Sell
165
-766
-82% -$64.2K ﹤0.01% 847
2026
Q1 		$74.6K Buy
931
+241
+35% +$19.9K ﹤0.01% 449
2025
Q4 		$58.8K Buy
690
+58
+9% +$4.76K ﹤0.01% 485
2025
Q3 		$49.2K Buy
632
+112
+22% +$8.75K ﹤0.01% 509
2025
Q2 		$40.7K Sell
520
-114
-18% -$8.5K ﹤0.01% 505
2025
Q1 		$46K Sell
634
-2
-0.3% -$143 ﹤0.01% 491
2024
Q4 		$47.1K Sell
636
-64
-9% -$4.48K ﹤0.01% 471
2024
Q3 		$46.2K Buy
700
+166
+31% +$12.1K ﹤0.01% 484
2024
Q2 		$49.3K Buy
534
+7
+1% +$620 ﹤0.01% 414
2024
Q1 		$50.4K Hold
527
– – ﹤0.01% 425
2023
Q4 		$40.2K Buy
527
+71
+16% +$4.94K ﹤0.01% 441
2023
Q3 		$31.6K Hold
456
– – ﹤0.01% 444
2023
Q2 		$43K Hold
456
– – ﹤0.01% 390
2023
Q1 		$37.7K Sell
456
-12
-3% -$943 ﹤0.01% 408
2022
Q4 		$34.9K Buy
468
+40
+9% +$3.08K ﹤0.01% 416
2022
Q3 		$35K Buy
428
+4
+0.9% +$385 ﹤0.01% 449
2022
Q2 		$40K Sell
424
-30
-7% -$3.11K ﹤0.01% 433
2022
Q1 		$53K Buy
454
+34
+8% +$3.81K 0.01% 414
2021
Q4 		$54K Buy
420
+27
+7% +$3.15K 0.01% 406
2021
Q3 		$44K Hold
393
– – ﹤0.01% 432
2021
Q2 		$41K Hold
393
– – 0.01% 292
2021
Q1 		$33K Buy
+393
New +$33.2K 0.01% 289
2020
Q3 		– Sell
-630
Closed -$44K – 570
2020
Q2 		$44K Buy
+630
New +$44.8K 0.01% 239
2020
Q1 		– Sell
-15
Closed -$1K – 517
2019
Q4 		$1K Hold
15
– – ﹤0.01% 476
2019
Q3 		$1K Buy
+15
New +$1.05K ﹤0.01% 470
2016
Q1 		– Sell
-234
Closed -$6K – 638
2015
Q4 		$6K Buy
+234
New +$6.08K ﹤0.01% 440

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 $3.37T AUM 44.26% 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

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

JFS Wealth Advisors reduced its Edwards Lifesciences (EW) stake by 82% in Q2 2026, selling an estimated $64.2K and leaving 165 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

JFS Wealth Advisors first reported a position in EW in Q4 2015 and has held it in 26 quarters since. The position peaked at $74.6K in Q1 2026. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • JFS Wealth Advisors held 165 shares of Edwards Lifesciences worth $14.9K as of Q2 2026.
  • JFS Wealth Advisors sold 766 Edwards Lifesciences shares in Q2 2026, an estimated $64.2K.
  • Edwards Lifesciences made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #847 holding.
  • JFS Wealth Advisors first reported a position in Edwards Lifesciences in Q4 2015 and has held it in 26 quarters since.
  • JFS Wealth Advisors's Edwards Lifesciences position peaked at $74.6K in Q1 2026.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.