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Kelleher Financial Advisors’s Edwards Lifesciences EW Stock Holding History

Kelleher 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 		$58K Sell
641
-62
-9% -$5.19K 0.01% 432
2026
Q1 		$55K Buy
703
+62
+10% +$5.11K 0.01% 363
2025
Q4 		$54.6K Hold
641
– – 0.01% 391
2025
Q3 		$49.8K Buy
+641
New +$50.1K 0.01% 345

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

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

Kelleher Financial Advisors reduced its Edwards Lifesciences (EW) stake by 8.8% in Q2 2026, selling an estimated $5.19K and leaving 641 shares worth $58K. The position accounts for 0.01% of the portfolio, ranked #432.

Kelleher Financial Advisors first reported a position in EW in Q3 2025 and has held it in 4 quarters since. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Kelleher Financial Advisors held 641 shares of Edwards Lifesciences worth $58K as of Q2 2026.
  • Kelleher Financial Advisors sold 62 Edwards Lifesciences shares in Q2 2026, an estimated $5.19K.
  • Edwards Lifesciences made up 0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #432 holding.
  • Kelleher Financial Advisors first reported a position in Edwards Lifesciences in Q3 2025 and has held it in 4 quarters since.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.