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Joseph Group Capital Management’s Edwards Lifesciences EW Stock Holding History

Joseph Group Capital 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 		$21.7K Buy
240
+51
+27% +$4.27K ﹤0.01% 223
2026
Q1 		$15.1K Buy
189
+120
+174% +$9.89K ﹤0.01% 219
2025
Q4 		$5.88K Buy
+69
New +$5.66K ﹤0.01% 249

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State Street
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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

Joseph Group Capital Management's EW Position: Q2 2026 in Review

Joseph Group Capital Management increased its Edwards Lifesciences (EW) stake by 27% in Q2 2026, buying an estimated $4.27K and bringing the position to 240 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

Joseph Group Capital Management first reported a position in EW in Q4 2025 and has held it in 3 quarters since. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Joseph Group Capital Management held 240 shares of Edwards Lifesciences worth $21.7K as of Q2 2026.
  • Joseph Group Capital Management bought 51 Edwards Lifesciences shares in Q2 2026, an estimated $4.27K.
  • Edwards Lifesciences made up ﹤0.01% of Joseph Group Capital Management's portfolio in Q2 2026, its #223 holding.
  • Joseph Group Capital Management first reported a position in Edwards Lifesciences in Q4 2025 and has held it in 3 quarters since.
  • 1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.