Legacy Advisors’s Edwards Lifesciences EW Stock Holding History

Legacy 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	$721K	Buy	7,973 +186	+2%	+$15.6K	0.07%	145
2026 Q1	$624K	Sell	7,787 -46	-0.6%	-$3.79K	0.07%	138
2025 Q4	$668K	Buy	7,833 +373	+5%	+$30.6K	0.07%	137
2025 Q3	$580K	Buy	+7,460	New	+$583K	0.07%	134
2025 Q2	–	Sell	-9,785	Closed	-$709K	–	147
2025 Q1	$709K	Buy	9,785 +117	+1%	+$8.37K	0.07%	207
2024 Q4	$716K	Buy	9,668 +1,350	+16%	+$94.5K	0.07%	211
2024 Q3	$549K	Buy	+8,318	New	+$604K	0.06%	232
2019 Q2	–	Sell	-165	Closed	-$11K	–	380
2019 Q1	$11K	Buy	+165	New	+$9.42K	﹤0.01%	322
2018 Q4	–	Sell	-165	Closed	-$10K	–	208
2018 Q3	$10K	Hold	165	–	–	﹤0.01%	348
2018 Q2	$8K	Hold	165	–	–	0.01%	322
2018 Q1	$8K	Hold	165	–	–	0.01%	284
2017 Q4	$6K	Hold	165	–	–	0.01%	293
2017 Q3	$6K	Buy	+165	New	+$6.29K	0.01%	264

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

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

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Legacy Advisors's EW Position: Q2 2026 in Review

Legacy Advisors increased its Edwards Lifesciences (EW) stake by 2.4% in Q2 2026, buying an estimated $15.6K and bringing the position to 7,973 shares worth $721K. The position accounts for 0.07% of the portfolio, ranked #145.

Legacy Advisors first reported a position in EW in Q3 2017 and has held it in 13 quarters since. 372 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Legacy Advisors held 7,973 shares of Edwards Lifesciences worth $721K as of Q2 2026.
Legacy Advisors bought 186 Edwards Lifesciences shares in Q2 2026, an estimated $15.6K.
Edwards Lifesciences made up 0.07% of Legacy Advisors's portfolio in Q2 2026, its #145 holding.
Legacy Advisors first reported a position in Edwards Lifesciences in Q3 2017 and has held it in 13 quarters since.
372 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.