Lee, Danner & Bass’s Edwards Lifesciences EW Stock Holding History

Lee, Danner & Bass’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	$427K	Hold	4,721	–	–	0.02%	199
2026 Q1	$378K	Sell	4,721 -855	-15%	-$70.5K	0.02%	203
2025 Q4	$475K	Hold	5,576	–	–	0.03%	178
2025 Q3	$434K	Hold	5,576	–	–	0.03%	183
2025 Q2	$436K	Hold	5,576	–	–	0.03%	174
2025 Q1	$404K	Hold	5,576	–	–	0.03%	183
2024 Q4	$413K	Sell	5,576 -300	-5%	-$21K	0.03%	181
2024 Q3	$388K	Hold	5,876	–	–	0.03%	183
2024 Q2	$543K	Buy	+5,876	New	+$520K	0.04%	161
2023 Q4	$448K	Hold	5,876	–	–	0.04%	161
2023 Q3	$407K	Hold	5,876	–	–	0.04%	165
2023 Q2	$554K	Buy	5,876 +31	+0.5%	+$2.69K	0.05%	154
2023 Q1	$484K	Hold	5,845	–	–	0.04%	156
2022 Q4	$436K	Hold	5,845	–	–	0.04%	157
2022 Q3	$483K	Hold	5,845	–	–	0.05%	153
2022 Q2	$556K	Buy	5,845 +855	+17%	+$88.5K	0.06%	146
2022 Q1	$587K	Buy	4,990 +300	+6%	+$33.7K	0.05%	148
2021 Q4	$608K	Hold	4,690	–	–	0.05%	145
2021 Q3	$531K	Hold	4,690	–	–	0.05%	150
2021 Q2	$486K	Hold	4,690	–	–	0.04%	152
2021 Q1	$392K	Hold	4,690	–	–	0.04%	156
2020 Q4	$428K	Sell	4,690 -100	-2%	-$8.29K	0.05%	148
2020 Q3	$382K	Sell	4,790 -1,372	-22%	-$107K	0.05%	145
2020 Q2	$426K	Buy	6,162 +90	+1%	+$6.4K	0.05%	139
2020 Q1	$382K	Hold	6,072	–	–	0.05%	136
2019 Q4	$472K	Hold	6,072	–	–	0.05%	144
2019 Q3	$445K	Hold	6,072	–	–	0.05%	147
2019 Q2	$374K	Hold	6,072	–	–	0.04%	150
2019 Q1	$387K	Buy	+6,072	New	+$347K	0.04%	148

Other funds holding EW

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SIM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

TIM

Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return

Lee, Danner & Bass's EW Position: Q2 2026 in Review

Lee, Danner & Bass held its Edwards Lifesciences (EW) position steady in Q2 2026 at 4,721 shares worth $427K. The position accounts for 0.02% of the portfolio, ranked #199.

Lee, Danner & Bass first reported a position in EW in Q1 2019 and has held it in 29 quarters since. The position peaked at $608K in Q4 2021. 490 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Lee, Danner & Bass held 4,721 shares of Edwards Lifesciences worth $427K as of Q2 2026.
Lee, Danner & Bass left its Edwards Lifesciences share count unchanged in Q2 2026.
Edwards Lifesciences made up 0.02% of Lee, Danner & Bass's portfolio in Q2 2026, its #199 holding.
Lee, Danner & Bass first reported a position in Edwards Lifesciences in Q1 2019 and has held it in 29 quarters since.
Lee, Danner & Bass's Edwards Lifesciences position peaked at $608K in Q4 2021.
490 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.