JAG
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Journey Advisory Group’s Edwards Lifesciences EW Stock Holding History

Journey Advisory Group’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 		$228K Sell
2,516
-184
-7% -$15.4K 0.02% 262
2026
Q1 		$216K Buy
2,700
+34
+1% +$2.8K 0.02% 237
2025
Q4 		$227K Hold
2,666
– – 0.02% 246
2025
Q3 		$207K Sell
2,666
-990
-27% -$77.4K 0.02% 261
2025
Q2 		$286K Sell
3,656
-1,039
-22% -$77.5K 0.02% 247
2025
Q1 		$340K Sell
4,695
-345
-7% -$24.7K 0.03% 226
2024
Q4 		$466K Hold
5,040
– – 0.06% 160
2024
Q3 		$466K Hold
5,040
– – 0.06% 160
2024
Q2 		$466K Sell
5,040
-3,799
-43% -$336K 0.06% 159
2024
Q1 		$845K Sell
8,839
-3,455
-28% -$290K 0.1% 123
2023
Q4 		$937K Sell
12,294
-750
-6% -$52.2K 0.13% 112
2023
Q3 		$904K Sell
13,044
-1,525
-10% -$123K 0.14% 113
2023
Q2 		$1.37M Sell
14,569
-2,810
-16% -$244K 0.2% 96
2023
Q1 		$1.44M Sell
17,379
-5,810
-25% -$457K 0.23% 99
2022
Q4 		$1.73M Sell
23,189
-2,825
-11% -$218K 0.43% 64
2022
Q3 		$2.15M Buy
26,014
+300
+1% +$28.9K 0.55% 50
2022
Q2 		$2.56M Sell
25,714
-2,070
-7% -$214K 0.59% 44
2022
Q1 		$3.27M Hold
27,784
– – 0.83% 29
2021
Q4 		$3.6M Hold
27,784
– – 0.99% 25
2021
Q3 		$3.15M Sell
27,784
-1,465
-5% -$167K 1.02% 25
2021
Q2 		$3.03M Sell
29,249
-90
-0.3% -$8.48K 0.96% 28
2021
Q1 		$2.45M Sell
29,339
-190
-0.6% -$16.1K 0.86% 31
2020
Q4 		$2.69M Buy
+29,529
New +$2.45M 1.01% 27

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Journey Advisory Group's EW Position: Q2 2026 in Review

Journey Advisory Group reduced its Edwards Lifesciences (EW) stake by 6.8% in Q2 2026, selling an estimated $15.4K and leaving 2,516 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #262.

Journey Advisory Group first reported a position in EW in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.6M in Q4 2021. 895 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Journey Advisory Group held 2,516 shares of Edwards Lifesciences worth $228K as of Q2 2026.
  • Journey Advisory Group sold 184 Edwards Lifesciences shares in Q2 2026, an estimated $15.4K.
  • Edwards Lifesciences made up 0.02% of Journey Advisory Group's portfolio in Q2 2026, its #262 holding.
  • Journey Advisory Group first reported a position in Edwards Lifesciences in Q4 2020 and has held it in 23 quarters since.
  • Journey Advisory Group's Edwards Lifesciences position peaked at $3.6M in Q4 2021.
  • 895 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.