Martel Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Martel Wealth 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	$217K	Buy	+2,400	New	+$201K	0.03%	58
2026 Q1	–	Sell	-2,400	Closed	-$205K	–	74
2025 Q4	$205K	Buy	+2,400	New	+$197K	0.03%	70
2025 Q3	–	Sell	-2,676	Closed	-$209K	–	73
2025 Q2	$209K	Buy	+2,676	New	+$200K	0.04%	68
2024 Q3	–	Sell	-2,400	Closed	-$222K	–	54
2024 Q2	$222K	Hold	2,400	–	–	0.05%	50
2024 Q1	$229K	Buy	+2,400	New	+$202K	0.05%	50
2023 Q3	–	Sell	-2,400	Closed	-$226K	–	51
2023 Q2	$226K	Buy	+2,400	New	+$209K	0.05%	51

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

NONA

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

SIM

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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

Martel Wealth Advisors's EW Position: Q2 2026 in Review

Martel Wealth Advisors opened a new position in Edwards Lifesciences (EW) in Q2 2026: 2,400 shares worth $217K. The stake represents 0.03% of the portfolio and ranks #58 among its holdings. This is a return to the name: Martel Wealth Advisors previously reported a position in EW as recently as Q4 2025.

Martel Wealth Advisors first reported a position in EW in Q2 2023 and has held it in 6 quarters since. The position peaked at $229K in Q1 2024. 195 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Martel Wealth Advisors held 2,400 shares of Edwards Lifesciences worth $217K as of Q2 2026.
Edwards Lifesciences was a new Martel Wealth Advisors position in Q2 2026.
Edwards Lifesciences made up 0.03% of Martel Wealth Advisors's portfolio in Q2 2026, its #58 holding.
Martel Wealth Advisors first reported a position in Edwards Lifesciences in Q2 2023 and has held it in 6 quarters since.
Martel Wealth Advisors's Edwards Lifesciences position peaked at $229K in Q1 2024.
195 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.