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Mason & Associates (California)’s Edwards Lifesciences EW Stock Holding History

Mason & Associates (California)’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 		$713K Sell
7,880
-982
-11% -$82.3K 0.12% 96
2026
Q1 		$705K Sell
8,862
-354
-4% -$29.2K 0.14% 92
2025
Q4 		$786K Buy
+9,216
New +$756K 0.15% 76
2025
Q3 		– Sell
-2,890
Closed -$226K – 134
2025
Q2 		$226K Sell
2,890
-92
-3% -$6.86K 0.05% 114
2025
Q1 		$216K Sell
2,982
-4,080
-58% -$292K 0.05% 109
2024
Q4 		$523K Sell
7,062
-820
-10% -$57.4K 0.12% 71
2024
Q3 		$520K Buy
7,882
+3,460
+78% +$251K 0.13% 72
2024
Q2 		$408K Sell
4,422
-20
-0.5% -$1.77K 0.11% 76
2024
Q1 		$424K Hold
4,442
– – 0.11% 67
2023
Q4 		$339K Sell
4,442
-645
-13% -$44.9K 0.1% 64
2023
Q3 		$352K Sell
5,087
-420
-8% -$33.8K 0.11% 61
2023
Q2 		$519K Sell
5,507
-90
-2% -$7.82K 0.15% 53
2023
Q1 		$463K Hold
5,597
– – 0.14% 53
2022
Q4 		$418K Hold
5,597
– – 0.13% 53
2022
Q3 		$462K Hold
5,597
– – 0.16% 48
2022
Q2 		$532K Hold
5,597
– – 0.19% 46
2022
Q1 		$659K Hold
5,597
– – 0.2% 51
2021
Q4 		$725K Buy
+5,597
New +$653K 0.22% 44

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
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
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

Mason & Associates (California)'s EW Position: Q2 2026 in Review

Mason & Associates (California) reduced its Edwards Lifesciences (EW) stake by 11% in Q2 2026, selling an estimated $82.3K and leaving 7,880 shares worth $713K. The position accounts for 0.12% of the portfolio, ranked #96.

Mason & Associates (California) first reported a position in EW in Q4 2021 and has held it in 18 quarters since. The position peaked at $786K in Q4 2025. 563 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Mason & Associates (California) held 7,880 shares of Edwards Lifesciences worth $713K as of Q2 2026.
  • Mason & Associates (California) sold 982 Edwards Lifesciences shares in Q2 2026, an estimated $82.3K.
  • Edwards Lifesciences made up 0.12% of Mason & Associates (California)'s portfolio in Q2 2026, its #96 holding.
  • Mason & Associates (California) first reported a position in Edwards Lifesciences in Q4 2021 and has held it in 18 quarters since.
  • Mason & Associates (California)'s Edwards Lifesciences position peaked at $786K in Q4 2025.
  • 563 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.