Jones Financial Companies
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Jones Financial Companies’s Edwards Lifesciences EW Stock Holding History

Jones Financial Companies’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 		$22.9M Buy
252,329
+181,273
+255% +$15.2M 0.01% 634
2026
Q1 		$5.64M Buy
71,056
+58,505
+466% +$4.82M ﹤0.01% 1037
2025
Q4 		$1.07M Sell
12,551
-1,744
-12% -$143K ﹤0.01% 1202
2025
Q3 		$1.09M Buy
14,295
+3,721
+35% +$291K ﹤0.01% 1097
2025
Q2 		$827K Buy
10,574
+619
+6% +$46.2K ﹤0.01% 1081
2025
Q1 		$707K Buy
9,955
+1,941
+24% +$139K ﹤0.01% 995
2024
Q4 		$593K Buy
8,014
+1,329
+20% +$93K ﹤0.01% 932
2024
Q3 		$445K Buy
6,685
+5,295
+381% +$385K ﹤0.01% 865
2024
Q2 		$128K Buy
1,390
+723
+108% +$64K ﹤0.01% 963
2024
Q1 		$63.7K Buy
667
+296
+80% +$24.9K ﹤0.01% 685
2023
Q4 		$28.3K Buy
371
+37
+11% +$2.57K ﹤0.01% 546
2023
Q3 		$23.1K Sell
334
-60
-15% -$4.82K ﹤0.01% 420
2023
Q2 		$37.2K Sell
394
-1
-0.3% -$87 ﹤0.01% 379
2023
Q1 		$32.7K Buy
+395
New +$31K ﹤0.01% 383
2022
Q2 		– Sell
-3,600
Closed -$424K – 765
2022
Q1 		$424K Buy
3,600
+2,505
+229% +$281K ﹤0.01% 201
2021
Q4 		$142K Buy
+1,095
New +$128K ﹤0.01% 285
2021
Q3 		– Sell
-434
Closed -$45K – 646
2021
Q2 		$45K Buy
434
+402
+1,256% +$37.9K ﹤0.01% 320
2021
Q1 		$3K Buy
+32
New +$2.71K ﹤0.01% 701

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

Jones Financial Companies's EW Position: Q2 2026 in Review

Jones Financial Companies increased its Edwards Lifesciences (EW) stake by 255% in Q2 2026, buying an estimated $15.2M and bringing the position to 252,329 shares worth $22.9M. The position accounts for 0.01% of the portfolio, ranked #634.

Jones Financial Companies first reported a position in EW in Q1 2021 and has held it in 18 quarters since. 1,325 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Jones Financial Companies held 252,329 shares of Edwards Lifesciences worth $22.9M as of Q2 2026.
  • Jones Financial Companies bought 181,273 Edwards Lifesciences shares in Q2 2026, an estimated $15.2M.
  • Edwards Lifesciences made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #634 holding.
  • Jones Financial Companies first reported a position in Edwards Lifesciences in Q1 2021 and has held it in 18 quarters since.
  • 1,325 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.