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LeClair Wealth Partners’s Edwards Lifesciences EW Stock Holding History

LeClair Wealth 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 		$306K Buy
+3,387
New +$284K 0.16% 97
2026
Q1 		– Sell
-3,156
Closed -$269K – 132
2025
Q4 		$269K Hold
3,156
– – 0.16% 88
2025
Q3 		$245K Sell
3,156
-6,085
-66% -$475K 0.15% 84
2025
Q2 		$723K Sell
9,241
-964
-9% -$71.9K 0.49% 40
2025
Q1 		$740K Buy
10,205
+2,539
+33% +$182K 0.53% 39
2024
Q4 		$568K Buy
+7,666
New +$537K 0.38% 52

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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

LeClair Wealth Partners's EW Position: Q2 2026 in Review

LeClair Wealth Partners opened a new position in Edwards Lifesciences (EW) in Q2 2026: 3,387 shares worth $306K. The stake represents 0.16% of the portfolio and ranks #97 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in EW as recently as Q4 2025.

LeClair Wealth Partners first reported a position in EW in Q4 2024 and has held it in 6 quarters since. The position peaked at $740K in Q1 2025. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • LeClair Wealth Partners held 3,387 shares of Edwards Lifesciences worth $306K as of Q2 2026.
  • Edwards Lifesciences was a new LeClair Wealth Partners position in Q2 2026.
  • Edwards Lifesciences made up 0.16% of LeClair Wealth Partners's portfolio in Q2 2026, its #97 holding.
  • LeClair Wealth Partners first reported a position in Edwards Lifesciences in Q4 2024 and has held it in 6 quarters since.
  • LeClair Wealth Partners's Edwards Lifesciences position peaked at $740K in Q1 2025.
  • 1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.