Kovitz Investment Group Partners
EW icon

Kovitz Investment Group Partners’s Edwards Lifesciences EW Stock Holding History

Kovitz Investment Group Partners’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 		$686K Buy
7,585
+4
+0.1% +$335 0.02% 359
2026
Q1 		$607K Sell
7,581
-7,404
-49% -$610K 0.01% 375
2025
Q4 		$1.28M Sell
14,985
-17,694
-54% -$1.45M 0.03% 286
2025
Q3 		$2.54M Buy
32,679
+1,504
+5% +$118K 0.01% 594
2025
Q2 		$2.44M Sell
31,175
-18,924
-38% -$1.41M 0.01% 584
2025
Q1 		$3.63M Buy
50,099
+6,842
+16% +$490K 0.02% 467
2024
Q4 		$3.2M Buy
43,257
+20,218
+88% +$1.42M 0.02% 487
2024
Q3 		$880K Buy
23,039
+9,093
+65% +$661K 0.01% 649
2024
Q2 		$1.29M Buy
13,946
+9,229
+196% +$817K 0.01% 489
2024
Q1 		$451K Buy
4,717
+1,813
+62% +$152K 0.01% 523
2023
Q4 		$221K Sell
2,904
-540
-16% -$37.6K ﹤0.01% 391
2023
Q3 		$239K Sell
3,444
-91
-3% -$7.31K ﹤0.01% 370
2023
Q2 		$333K Sell
3,535
-95
-3% -$8.26K ﹤0.01% 362
2023
Q1 		$300K Buy
+3,630
New +$285K 0.01% 373
2022
Q4 		– Sell
-4,780
Closed -$395K – 393
2022
Q3 		$395K Sell
4,780
-51,628
-92% -$4.97M 0.01% 338
2022
Q2 		$5.36M Buy
+56,408
New +$5.84M 0.12% 136
2021
Q4 		– Sell
-21,672
Closed -$2.45M – 423
2021
Q3 		$2.45M Sell
21,672
-129
-0.6% -$14.7K 0.05% 213
2021
Q2 		$2.26M Buy
+21,801
New +$2.05M 0.04% 229

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 $3.38T AUM 44.17% 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

Kovitz Investment Group Partners's EW Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its Edwards Lifesciences (EW) stake by 0.05% in Q2 2026, buying an estimated $335 and bringing the position to 7,585 shares worth $686K. The position accounts for 0.02% of the portfolio, ranked #359.

Kovitz Investment Group Partners first reported a position in EW in Q2 2021 and has held it in 18 quarters since. The position peaked at $5.36M in Q2 2022. 1,338 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Kovitz Investment Group Partners held 7,585 shares of Edwards Lifesciences worth $686K as of Q2 2026.
  • Kovitz Investment Group Partners bought 4 Edwards Lifesciences shares in Q2 2026, an estimated $335.
  • Edwards Lifesciences made up 0.02% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #359 holding.
  • Kovitz Investment Group Partners first reported a position in Edwards Lifesciences in Q2 2021 and has held it in 18 quarters since.
  • Kovitz Investment Group Partners's Edwards Lifesciences position peaked at $5.36M in Q2 2022.
  • 1,338 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.