LI
EW icon

LRI Investments’s Edwards Lifesciences EW Stock Holding History

LRI Investments’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 		$238K Buy
16,105
+1,201
+8% +$101K 0.02% 295
2026
Q1 		$117K Buy
14,904
+483
+3% +$39.8K 0.01% 389
2025
Q4 		$82K Sell
14,421
-300
-2% -$24.6K 0.01% 456
2025
Q3 		$99.3K Sell
14,721
-250
-2% -$19.5K 0.01% 415
2025
Q2 		$119K Buy
14,971
+147
+1% +$11K 0.01% 395
2025
Q1 		$101K Buy
14,824
+296
+2% +$21.2K 0.01% 417
2024
Q4 		$81K Buy
14,528
+572
+4% +$40K 0.01% 450
2024
Q3 		$35.9K Buy
13,956
+13,259
+1,902% +$963K ﹤0.01% 557
2024
Q2 		$64.4K Buy
697
+559
+405% +$49.5K 0.01% 454
2024
Q1 		$13.2K Buy
+138
New +$11.6K ﹤0.01% 450

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

LRI Investments's EW Position: Q2 2026 in Review

LRI Investments increased its Edwards Lifesciences (EW) stake by 8.1% in Q2 2026, buying an estimated $101K and bringing the position to 16,105 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #295.

LRI Investments first reported a position in EW in Q1 2024 and has held it in 10 quarters since. 774 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • LRI Investments held 16,105 shares of Edwards Lifesciences worth $238K as of Q2 2026.
  • LRI Investments bought 1,201 Edwards Lifesciences shares in Q2 2026, an estimated $101K.
  • Edwards Lifesciences made up 0.02% of LRI Investments's portfolio in Q2 2026, its #295 holding.
  • LRI Investments first reported a position in Edwards Lifesciences in Q1 2024 and has held it in 10 quarters since.
  • 774 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.