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Montis Financial’s Edwards Lifesciences EW Stock Holding History

Montis Financial’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 		$392K Sell
4,332
-21
-0.5% -$1.76K 0.08% 112
2026
Q1 		$349K Buy
4,353
+21
+0.5% +$1.73K 0.07% 115
2025
Q4 		$369K Buy
4,332
+79
+2% +$6.48K 0.07% 117
2025
Q3 		$331K Sell
4,253
-613
-13% -$47.9K 0.08% 125
2025
Q2 		$381K Hold
4,866
– – 0.11% 99
2025
Q1 		$353K Hold
4,866
– – 0.1% 107
2024
Q4 		$360K Sell
4,866
-102
-2% -$7.14K 0.11% 105
2024
Q3 		$328K Buy
+4,968
New +$361K 0.12% 89

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

Montis Financial's EW Position: Q2 2026 in Review

Montis Financial reduced its Edwards Lifesciences (EW) stake by 0.48% in Q2 2026, selling an estimated $1.76K and leaving 4,332 shares worth $392K. The position accounts for 0.08% of the portfolio, ranked #112.

Montis Financial first reported a position in EW in Q3 2024 and has held it in 8 quarters since. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Montis Financial held 4,332 shares of Edwards Lifesciences worth $392K as of Q2 2026.
  • Montis Financial sold 21 Edwards Lifesciences shares in Q2 2026, an estimated $1.76K.
  • Edwards Lifesciences made up 0.08% of Montis Financial's portfolio in Q2 2026, its #112 holding.
  • Montis Financial first reported a position in Edwards Lifesciences in Q3 2024 and has held it in 8 quarters since.
  • 1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.