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Kingswood Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Kingswood Wealth 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 		$341K Buy
+3,770
New +$316K 0.01% 729
2024
Q4 		– Sell
-12,879
Closed -$850K – 831
2024
Q3 		$850K Sell
12,879
-571
-4% -$41.5K 0.06% 329
2024
Q2 		$1.24M Buy
13,450
+696
+5% +$61.6K 0.11% 195
2024
Q1 		$1.22M Sell
12,754
-230
-2% -$19.3K 0.14% 171
2023
Q4 		$990K Sell
12,984
-1,040
-7% -$72.4K 0.11% 200
2023
Q3 		$972K Buy
+14,024
New +$1.13M 0.17% 145

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

Kingswood Wealth Advisors's EW Position: Q2 2026 in Review

Kingswood Wealth Advisors opened a new position in Edwards Lifesciences (EW) in Q2 2026: 3,770 shares worth $341K. The stake represents 0.01% of the portfolio and ranks #729 among its holdings. This is a return to the name: Kingswood Wealth Advisors previously reported a position in EW as recently as Q3 2024.

Kingswood Wealth Advisors first reported a position in EW in Q3 2023 and has held it in 6 quarters since. The position peaked at $1.24M in Q2 2024. 1,330 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Kingswood Wealth Advisors held 3,770 shares of Edwards Lifesciences worth $341K as of Q2 2026.
  • Edwards Lifesciences was a new Kingswood Wealth Advisors position in Q2 2026.
  • Edwards Lifesciences made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #729 holding.
  • Kingswood Wealth Advisors first reported a position in Edwards Lifesciences in Q3 2023 and has held it in 6 quarters since.
  • Kingswood Wealth Advisors's Edwards Lifesciences position peaked at $1.24M in Q2 2024.
  • 1,330 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.