MFG
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Merit Financial Group’s Edwards Lifesciences EW Stock Holding History

Merit Financial Group’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 		$1.34M Sell
14,863
-13,084
-47% -$1.1M 0.01% 925
2026
Q1 		$2.24M Sell
27,947
-335
-1% -$27.6K 0.02% 630
2025
Q4 		$2.41M Buy
28,282
+11,823
+72% +$970K 0.02% 571
2025
Q3 		$1.28M Buy
16,459
+1,683
+11% +$131K 0.01% 744
2025
Q2 		$1.16M Buy
14,776
+3,983
+37% +$297K 0.01% 723
2025
Q1 		$782K Buy
10,793
+5,212
+93% +$373K 0.01% 753
2024
Q4 		$413K Buy
5,581
+1,316
+31% +$92.1K 0.01% 789
2024
Q3 		$281K Sell
4,265
-423
-9% -$30.7K 0.01% 687
2024
Q2 		$433K Buy
4,688
+22
+0.5% +$1.95K 0.01% 617
2024
Q1 		$398K Buy
4,666
+634
+16% +$53.3K 0.01% 616
2023
Q4 		$307K Sell
4,032
-2,049
-34% -$143K 0.01% 614
2023
Q3 		$421K Sell
6,081
-387
-6% -$31.1K 0.01% 491
2023
Q2 		$610K Buy
6,468
+447
+7% +$38.9K 0.02% 421
2023
Q1 		$498K Sell
6,021
-639
-10% -$50.2K 0.02% 399
2022
Q4 		$497K Buy
6,660
+3,531
+113% +$272K 0.02% 423
2022
Q3 		$259K Buy
3,129
+898
+40% +$86.4K 0.01% 471
2022
Q2 		$212K Buy
+2,231
New +$231K 0.01% 507

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Merit Financial Group's EW Position: Q2 2026 in Review

Merit Financial Group reduced its Edwards Lifesciences (EW) stake by 47% in Q2 2026, selling an estimated $1.1M and leaving 14,863 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #925.

Merit Financial Group first reported a position in EW in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.41M in Q4 2025. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Merit Financial Group held 14,863 shares of Edwards Lifesciences worth $1.34M as of Q2 2026.
  • Merit Financial Group sold 13,084 Edwards Lifesciences shares in Q2 2026, an estimated $1.1M.
  • Edwards Lifesciences made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #925 holding.
  • Merit Financial Group first reported a position in Edwards Lifesciences in Q2 2022 and has held it in 17 quarters since.
  • Merit Financial Group's Edwards Lifesciences position peaked at $2.41M in Q4 2025.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.