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Legacy Wealth Asset Management’s Edwards Lifesciences EW Stock Holding History

Legacy Wealth Asset Management’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 		$924K Sell
10,214
-48
-0.5% -$4.02K 0.2% 135
2026
Q1 		$822K Buy
10,262
+1
+0% +$82 0.2% 155
2025
Q4 		$875K Sell
10,261
-16
-0.2% -$1.31K 0.21% 139
2025
Q3 		$799K Sell
10,277
-11,954
-54% -$934K 0.19% 153
2025
Q2 		$1.74M Buy
22,231
+271
+1% +$20.2K 0.44% 56
2025
Q1 		$1.59M Buy
21,960
+1,207
+6% +$86.4K 0.44% 60
2024
Q4 		$1.54M Sell
20,753
-896
-4% -$62.7K 0.42% 60
2024
Q3 		$1.43M Buy
21,649
+1,615
+8% +$117K 0.38% 72
2024
Q2 		$1.85M Buy
20,034
+2,624
+15% +$232K 0.52% 45
2024
Q1 		$1.66M Buy
17,410
+452
+3% +$38K 0.46% 55
2023
Q4 		$1.29M Buy
16,958
+134
+0.8% +$9.32K 0.42% 67
2023
Q3 		$1.17M Buy
16,824
+176
+1% +$14.1K 0.43% 70
2023
Q2 		$1.57M Buy
16,648
+6,205
+59% +$539K 0.55% 43
2023
Q1 		$864K Buy
10,443
+217
+2% +$17.1K 0.31% 95
2022
Q4 		$763K Buy
10,226
+1,018
+11% +$78.5K 0.29% 116
2022
Q3 		$761K Buy
+9,208
New +$886K 0.33% 98

Other funds holding EW

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
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
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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Legacy Wealth Asset Management's EW Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Edwards Lifesciences (EW) stake by 0.47% in Q2 2026, selling an estimated $4.02K and leaving 10,214 shares worth $924K. The position accounts for 0.2% of the portfolio, ranked #135.

Legacy Wealth Asset Management first reported a position in EW in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.85M in Q2 2024. 300 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Legacy Wealth Asset Management held 10,214 shares of Edwards Lifesciences worth $924K as of Q2 2026.
  • Legacy Wealth Asset Management sold 48 Edwards Lifesciences shares in Q2 2026, an estimated $4.02K.
  • Edwards Lifesciences made up 0.2% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #135 holding.
  • Legacy Wealth Asset Management first reported a position in Edwards Lifesciences in Q3 2022 and has held it in 16 quarters since.
  • Legacy Wealth Asset Management's Edwards Lifesciences position peaked at $1.85M in Q2 2024.
  • 300 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.