JNBA Financial Advisors’s Edwards Lifesciences EW Stock Holding History

JNBA Financial 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	$43.5K	Hold	481	–	–	﹤0.01%	341
2026 Q1	$38.5K	Hold	481	–	–	﹤0.01%	343
2025 Q4	$41K	Buy	481 +31	+7%	+$2.54K	﹤0.01%	336
2025 Q3	$35K	Hold	450	–	–	﹤0.01%	345
2025 Q2	$35.2K	Hold	450	–	–	﹤0.01%	329
2025 Q1	$32.6K	Hold	450	–	–	﹤0.01%	326
2024 Q4	$33.3K	Hold	450	–	–	﹤0.01%	329
2024 Q3	$29.7K	Hold	450	–	–	﹤0.01%	345
2024 Q2	$41.6K	Hold	450	–	–	﹤0.01%	309
2024 Q1	$43K	Hold	450	–	–	﹤0.01%	307
2023 Q4	$34.3K	Hold	450	–	–	﹤0.01%	324
2023 Q3	$31.2K	Sell	450 -33	-7%	-$2.65K	﹤0.01%	332
2023 Q2	$45.6K	Buy	483 +33	+7%	+$2.87K	0.01%	297
2023 Q1	$37.2K	Hold	450	–	–	﹤0.01%	314
2022 Q4	$33.6K	Hold	450	–	–	﹤0.01%	317
2022 Q3	$37K	Sell	450 -30	-6%	-$2.89K	0.01%	302
2022 Q2	$46K	Buy	480 +30	+7%	+$3.11K	0.01%	285
2022 Q1	$53K	Sell	450 -19	-4%	-$2.13K	0.01%	281
2021 Q4	$61K	Buy	469 +19	+4%	+$2.22K	0.01%	278
2021 Q3	$51K	Hold	450	–	–	0.01%	290
2021 Q2	$47K	Hold	450	–	–	0.01%	292
2021 Q1	$38K	Sell	450 -30	-6%	-$2.54K	0.01%	314
2020 Q4	$44K	Hold	480	–	–	0.01%	268
2020 Q3	$38K	Buy	480 +30	+7%	+$2.34K	0.01%	267
2020 Q2	$31K	Hold	450	–	–	0.01%	282
2020 Q1	$28K	Hold	450	–	–	0.01%	274
2019 Q4	$35K	Hold	450	–	–	0.01%	284
2019 Q3	$33K	Hold	450	–	–	0.01%	277
2019 Q2	$28K	Hold	450	–	–	0.01%	299
2019 Q1	$29K	Hold	450	–	–	0.01%	288
2018 Q4	$23K	Buy	+450	New	+$22.8K	0.01%	285
2018 Q3	–	Sell	-450	Closed	-$22K	–	553
2018 Q2	$22K	Sell	450 -438	-49%	-$20.4K	﹤0.01%	304
2018 Q1	$41K	Hold	888	–	–	0.01%	238
2017 Q4	$33K	Hold	888	–	–	0.01%	262
2017 Q3	$32K	Buy	888 +138	+18%	+$5.26K	0.01%	253
2017 Q2	$30K	Hold	750	–	–	0.01%	251
2017 Q1	$24K	Buy	750 +30	+4%	+$939	0.01%	273
2016 Q4	$22K	Sell	720 -249	-26%	-$8.07K	0.01%	286
2016 Q3	$39K	Buy	969 +549	+131%	+$20.7K	0.01%	595
2016 Q2	$14K	Hold	420	–	–	﹤0.01%	315
2016 Q1	$12K	Hold	420	–	–	﹤0.01%	335
2015 Q4	$11K	Hold	420	–	–	﹤0.01%	335
2015 Q3	$10K	Hold	420	–	–	﹤0.01%	352
2015 Q2	$10K	Hold	420	–	–	﹤0.01%	350
2015 Q1	$10K	Hold	420	–	–	﹤0.01%	363
2014 Q4	$9K	Buy	420 +120	+40%	+$2.41K	﹤0.01%	366
2014 Q3	$5K	Hold	300	–	–	﹤0.01%	434
2014 Q2	$4K	Hold	300	–	–	﹤0.01%	419
2014 Q1	$4K	Hold	300	–	–	﹤0.01%	397
2013 Q4	$3K	Hold	300	–	–	﹤0.01%	380
2013 Q3	$3K	Hold	300	–	–	﹤0.01%	368
2013 Q2	$3K	Buy	+300	New	+$3.55K	﹤0.01%	324

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

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

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JNBA Financial Advisors's EW Position: Q2 2026 in Review

JNBA Financial Advisors held its Edwards Lifesciences (EW) position steady in Q2 2026 at 481 shares worth $43.5K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

JNBA Financial Advisors first reported a position in EW in Q2 2013 and has held it in 52 quarters since. The position peaked at $61K in Q4 2021. 436 funds tracked by Wall St. Rank hold EW as of Q2 2026.

JNBA Financial Advisors held 481 shares of Edwards Lifesciences worth $43.5K as of Q2 2026.
JNBA Financial Advisors left its Edwards Lifesciences share count unchanged in Q2 2026.
Edwards Lifesciences made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #341 holding.
JNBA Financial Advisors first reported a position in Edwards Lifesciences in Q2 2013 and has held it in 52 quarters since.
JNBA Financial Advisors's Edwards Lifesciences position peaked at $61K in Q4 2021.
436 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.