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Krilogy Financial’s Edwards Lifesciences EW Stock Holding History

Krilogy Financial’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 		$255K Sell
2,820
-676
-19% -$56.6K 0.01% 881
2026
Q1 		$276K Sell
3,496
-1,697
-33% -$140K 0.01% 766
2025
Q4 		$438K Buy
5,193
+42
+0.8% +$3.45K 0.01% 609
2025
Q3 		$427K Buy
+5,151
New +$402K 0.02% 565
2022
Q2 		– Sell
-6,844
Closed -$806K – 317
2022
Q1 		$806K Buy
+6,844
New +$768K 0.08% 150
2020
Q2 		– Sell
-8,985
Closed -$565K – 227
2020
Q1 		$565K Buy
+8,985
New +$648K 0.11% 110
2018
Q4 		– Sell
-300
Closed -$17K – 297
2018
Q3 		$17K Buy
+300
New +$14.7K ﹤0.01% 452
2018
Q2 		– Sell
-450
Closed -$21K – 301
2018
Q1 		$21K Hold
450
– – 0.01% 435
2017
Q4 		$17K Hold
450
– – ﹤0.01% 456
2017
Q3 		$16K Sell
450
-150
-25% -$5.72K ﹤0.01% 507
2017
Q2 		$24K Hold
600
– – 0.01% 418
2017
Q1 		$19K Hold
600
– – 0.01% 427
2016
Q4 		$19K Hold
600
– – 0.01% 427
2016
Q3 		$24K Sell
600
-2,100
-78% -$79.1K 0.01% 412
2016
Q2 		$90K Buy
2,700
+2,100
+350% +$71.8K 0.03% 213
2016
Q1 		$18K Buy
+600
New +$16.6K 0.01% 403
2015
Q4 		– Sell
-600
Closed -$14K – 458
2015
Q3 		$14K Buy
+600
New +$14.5K 0.01% 350

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

Krilogy Financial's EW Position: Q2 2026 in Review

Krilogy Financial reduced its Edwards Lifesciences (EW) stake by 19% in Q2 2026, selling an estimated $56.6K and leaving 2,820 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #881.

Krilogy Financial first reported a position in EW in Q3 2015 and has held it in 17 quarters since. The position peaked at $806K in Q1 2022. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Krilogy Financial held 2,820 shares of Edwards Lifesciences worth $255K as of Q2 2026.
  • Krilogy Financial sold 676 Edwards Lifesciences shares in Q2 2026, an estimated $56.6K.
  • Edwards Lifesciences made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #881 holding.
  • Krilogy Financial first reported a position in Edwards Lifesciences in Q3 2015 and has held it in 17 quarters since.
  • Krilogy Financial's Edwards Lifesciences position peaked at $806K in Q1 2022.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.