Morningstar Investment Management’s Edwards Lifesciences EW Stock Holding History

Morningstar Investment Management’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	$3.25M	Buy	+40,542	New	+$3.4M	0.2%	125
2026 Q1	–	Sell	-23,061	Closed	-$1.97M	–	331
2025 Q4	$1.97M	Sell	23,061 -15	-0.1%	-$1.23K	0.12%	170
2025 Q3	$1.79M	Buy	+23,076	New	+$1.8M	0.07%	268

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

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 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

TIM

Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return

Morningstar Investment Management's EW Position: Q2 2026 in Review

Morningstar Investment Management opened a new position in Edwards Lifesciences (EW) in Q2 2026: 40,542 shares worth $3.25M. The stake represents 0.2% of the portfolio and ranks #125 among its holdings. This is a return to the name: Morningstar Investment Management previously reported a position in EW as recently as Q4 2025.

Morningstar Investment Management first reported a position in EW in Q3 2025 and has held it in 3 quarters since. 501 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Morningstar Investment Management held 40,542 shares of Edwards Lifesciences worth $3.25M as of Q2 2026.
Edwards Lifesciences was a new Morningstar Investment Management position in Q2 2026.
Edwards Lifesciences made up 0.2% of Morningstar Investment Management's portfolio in Q2 2026, its #125 holding.
Morningstar Investment Management first reported a position in Edwards Lifesciences in Q3 2025 and has held it in 3 quarters since.
501 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.