NW
EW icon

NewEdge Wealth’s Edwards Lifesciences EW Stock Holding History

NewEdge Wealth’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 		$571K Buy
6,309
+2,252
+56% +$189K 0.01% 821
2026
Q1 		$325K Sell
4,057
-2,646
-39% -$218K ﹤0.01% 943
2025
Q4 		$571K Buy
+6,703
New +$550K 0.01% 790
2024
Q4 		– Sell
-4,589
Closed -$303K – 928
2024
Q3 		$303K Sell
4,589
-2,114
-32% -$154K 0.01% 726
2024
Q2 		$619K Sell
6,703
-505
-7% -$44.7K 0.01% 501
2024
Q1 		$613K Buy
7,208
+110
+2% +$9.24K 0.01% 518
2023
Q4 		$541K Buy
7,098
+1,039
+17% +$72.3K 0.01% 495
2023
Q3 		$420K Sell
6,059
-1,190
-16% -$95.6K 0.01% 479
2023
Q2 		$684K Buy
+7,249
New +$630K 0.02% 413
2023
Q1 		– Sell
-6,941
Closed -$518K – 622
2022
Q4 		$518K Sell
6,941
-39
-0.6% -$3.01K 0.02% 362
2022
Q3 		$577K Buy
+6,980
New +$672K 0.03% 332
2022
Q2 		– Sell
-7,607
Closed -$895K – 558
2022
Q1 		$895K Buy
7,607
+34
+0.4% +$3.81K 0.04% 229
2021
Q4 		$981K Buy
7,573
+709
+10% +$82.7K 0.04% 236
2021
Q3 		$777K Buy
6,864
+1,239
+22% +$141K 0.05% 196
2021
Q2 		$583K Hold
5,625
– – 0.04% 207
2021
Q1 		$470K Buy
+5,625
New +$476K 0.05% 225

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

NewEdge Wealth's EW Position: Q2 2026 in Review

NewEdge Wealth increased its Edwards Lifesciences (EW) stake by 56% in Q2 2026, buying an estimated $189K and bringing the position to 6,309 shares worth $571K. The position accounts for 0.01% of the portfolio, ranked #821.

NewEdge Wealth first reported a position in EW in Q1 2021 and has held it in 16 quarters since. The position peaked at $981K in Q4 2021. 1,334 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • NewEdge Wealth held 6,309 shares of Edwards Lifesciences worth $571K as of Q2 2026.
  • NewEdge Wealth bought 2,252 Edwards Lifesciences shares in Q2 2026, an estimated $189K.
  • Edwards Lifesciences made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #821 holding.
  • NewEdge Wealth first reported a position in Edwards Lifesciences in Q1 2021 and has held it in 16 quarters since.
  • NewEdge Wealth's Edwards Lifesciences position peaked at $981K in Q4 2021.
  • 1,334 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.