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NEOS Investment Management’s Edwards Lifesciences EW Stock Holding History

NEOS 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 		$8.52M Buy
94,229
+10,660
+13% +$893K 0.03% 292
2026
Q1 		$6.69M Sell
83,569
-20,386
-20% -$1.68M 0.03% 288
2025
Q4 		$8.86M Buy
103,955
+12,467
+14% +$1.02M 0.05% 244
2025
Q3 		$7.12M Buy
91,488
+22,141
+32% +$1.73M 0.05% 250
2025
Q2 		$5.42M Buy
69,347
+8,538
+14% +$637K 0.07% 233
2025
Q1 		$4.41M Buy
60,809
+2,801
+5% +$200K 0.08% 213
2024
Q4 		$4.29M Buy
58,008
+1,282
+2% +$89.7K 0.1% 183
2024
Q3 		$3.74M Buy
56,726
+8,701
+18% +$632K 0.11% 168
2024
Q2 		$4.44M Buy
48,025
+13,939
+41% +$1.23M 0.18% 105
2024
Q1 		$3.26M Buy
34,086
+19,045
+127% +$1.6M 0.2% 98
2023
Q4 		$1.15M Buy
15,041
+9,073
+152% +$631K 0.11% 173
2023
Q3 		$413K Buy
+5,968
New +$480K 0.05% 228

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

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

NEOS Investment Management increased its Edwards Lifesciences (EW) stake by 13% in Q2 2026, buying an estimated $893K and bringing the position to 94,229 shares worth $8.52M. The position accounts for 0.03% of the portfolio, ranked #292.

NEOS Investment Management first reported a position in EW in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.86M in Q4 2025. 1,334 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • NEOS Investment Management held 94,229 shares of Edwards Lifesciences worth $8.52M as of Q2 2026.
  • NEOS Investment Management bought 10,660 Edwards Lifesciences shares in Q2 2026, an estimated $893K.
  • Edwards Lifesciences made up 0.03% of NEOS Investment Management's portfolio in Q2 2026, its #292 holding.
  • NEOS Investment Management first reported a position in Edwards Lifesciences in Q3 2023 and has held it in 12 quarters since.
  • NEOS Investment Management's Edwards Lifesciences position peaked at $8.86M in Q4 2025.
  • 1,334 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.