Joel Isaacson & Co’s Edwards Lifesciences EW Stock Holding History

Joel Isaacson & Co’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	$680K	Hold	7,512	–	–	0.02%	264
2026 Q1	$602K	Hold	7,512	–	–	0.02%	257
2025 Q4	$640K	Hold	7,512	–	–	0.02%	250
2025 Q3	$584K	Hold	7,512	–	–	0.02%	245
2025 Q2	$588K	Hold	7,512	–	–	0.02%	230
2025 Q1	$544K	Hold	7,512	–	–	0.02%	227
2024 Q4	$556K	Hold	7,512	–	–	0.03%	214
2024 Q3	$496K	Hold	7,512	–	–	0.02%	217
2024 Q2	$694K	Hold	7,512	–	–	0.04%	169
2024 Q1	$718K	Hold	7,512	–	–	0.04%	162
2023 Q4	$573K	Hold	7,512	–	–	0.04%	175
2023 Q3	$520K	Hold	7,512	–	–	0.04%	181
2023 Q2	$709K	Hold	7,512	–	–	0.05%	153
2023 Q1	$621K	Hold	7,512	–	–	0.04%	163
2022 Q4	$560K	Hold	7,512	–	–	0.04%	165
2022 Q3	$621K	Sell	7,512 -15	-0.2%	-$1.44K	0.05%	140
2022 Q2	$716K	Buy	7,527 +37	+0.5%	+$3.83K	0.06%	129
2022 Q1	$893K	Hold	7,490	–	–	0.07%	120
2021 Q4	$970K	Hold	7,490	–	–	0.07%	122
2021 Q3	$848K	Hold	7,490	–	–	0.06%	126
2021 Q2	$776K	Hold	7,490	–	–	0.06%	129
2021 Q1	$626K	Sell	7,490 -100	-1%	-$8.45K	0.05%	134
2020 Q4	$692K	Hold	7,590	–	–	0.07%	117
2020 Q3	$606K	Hold	7,590	–	–	0.08%	109
2020 Q2	$525K	Hold	7,590	–	–	0.07%	114
2020 Q1	$477K	Sell	7,590 -135	-2%	-$9.74K	0.08%	106
2019 Q4	$601K	Hold	7,725	–	–	0.08%	111
2019 Q3	$566K	Sell	7,725 -9	-0.1%	-$632	0.08%	114
2019 Q2	$476K	Sell	7,734 -3	-0%	-$181	0.07%	130
2019 Q1	$493K	Hold	7,737	–	–	0.07%	136
2018 Q4	$394K	Buy	7,737 +12	+0.2%	+$607	0.06%	154
2018 Q3	$448K	Hold	7,725	–	–	0.07%	129
2018 Q2	$375K	Hold	7,725	–	–	0.06%	144
2018 Q1	$359K	Hold	7,725	–	–	0.06%	142
2017 Q4	$290K	Sell	7,725 -42	-0.5%	-$1.54K	0.05%	156
2017 Q3	$283K	Buy	+7,767	New	+$296K	0.05%	152
2017 Q2	–	Sell	-7,797	Closed	-$244K	–	180
2017 Q1	$244K	Hold	7,797	–	–	0.05%	150
2016 Q4	$244K	Buy	7,797 +1,800	+30%	+$58.3K	0.05%	140
2016 Q3	$241K	Sell	5,997 -87	-1%	-$3.28K	0.05%	149
2016 Q2	$202K	Sell	6,084 -66	-1%	-$2.26K	0.04%	162
2016 Q1	$181K	Sell	6,150 -390	-6%	-$10.8K	0.04%	173
2015 Q4	$172K	Hold	6,540	–	–	0.04%	166
2015 Q3	$155K	Hold	6,540	–	–	0.04%	172
2015 Q2	$155K	Hold	6,540	–	–	0.04%	201
2015 Q1	$155K	Sell	6,540 -480	-7%	-$10.8K	0.04%	201
2014 Q4	$149K	Buy	7,020 +4,200	+149%	+$84.4K	0.04%	186
2014 Q3	$48K	Hold	2,820	–	–	0.01%	307
2014 Q2	$40K	Hold	2,820	–	–	0.01%	328
2014 Q1	$35K	Hold	2,820	–	–	0.01%	342
2013 Q4	$31K	Hold	2,820	–	–	0.01%	326
2013 Q3	$33K	Hold	2,820	–	–	0.01%	304
2013 Q2	$32K	Buy	+2,820	New	+$33.4K	0.02%	274

Other funds holding EW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

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

Joel Isaacson & Co's EW Position: Q2 2026 in Review

Joel Isaacson & Co held its Edwards Lifesciences (EW) position steady in Q2 2026 at 7,512 shares worth $680K. The position accounts for 0.02% of the portfolio, ranked #264.

Joel Isaacson & Co first reported a position in EW in Q2 2013 and has held it in 52 quarters since. The position peaked at $970K in Q4 2021. 1,332 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Joel Isaacson & Co held 7,512 shares of Edwards Lifesciences worth $680K as of Q2 2026.
Joel Isaacson & Co left its Edwards Lifesciences share count unchanged in Q2 2026.
Edwards Lifesciences made up 0.02% of Joel Isaacson & Co's portfolio in Q2 2026, its #264 holding.
Joel Isaacson & Co first reported a position in Edwards Lifesciences in Q2 2013 and has held it in 52 quarters since.
Joel Isaacson & Co's Edwards Lifesciences position peaked at $970K in Q4 2021.
1,332 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.