Oak Asset Management’s Edwards Lifesciences EW Stock Holding History

Oak Asset 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	$287K	Hold	3,169	–	–	0.09%	99
2026 Q1	$254K	Hold	3,169	–	–	0.09%	98
2025 Q4	$270K	Sell	3,169 -30	-0.9%	-$2.46K	0.09%	92
2025 Q3	$249K	Hold	3,199	–	–	0.09%	97
2025 Q2	$250K	Hold	3,199	–	–	0.09%	95
2025 Q1	$232K	Sell	3,199 -500	-14%	-$35.8K	0.09%	96
2024 Q4	$274K	Hold	3,699	–	–	0.1%	92
2024 Q3	$244K	Hold	3,699	–	–	0.09%	96
2024 Q2	$342K	Hold	3,699	–	–	0.13%	83
2024 Q1	$353K	Sell	3,699 -512	-12%	-$43K	0.13%	83
2023 Q4	$321K	Hold	4,211	–	–	0.13%	86
2023 Q3	$292K	Hold	4,211	–	–	0.13%	87
2023 Q2	$397K	Hold	4,211	–	–	0.16%	78
2023 Q1	$348K	Sell	4,211 -12	-0.3%	-$943	0.15%	80
2022 Q4	$315K	Hold	4,223	–	–	0.14%	82
2022 Q3	$349K	Buy	+4,223	New	+$406K	0.17%	80
2022 Q2	–	Sell	-4,423	Closed	-$521K	–	101
2022 Q1	$521K	Hold	4,423	–	–	0.21%	72
2021 Q4	$573K	Sell	4,423 -200	-4%	-$23.3K	0.22%	72
2021 Q3	$514K	Hold	4,623	–	–	0.21%	73
2021 Q2	$479K	Buy	+4,623	New	+$436K	0.2%	74
2021 Q1	–	Sell	-4,623	Closed	-$422K	–	63
2020 Q4	$422K	Sell	4,623 -192	-4%	-$15.9K	0.21%	75
2020 Q3	$382K	Buy	4,815 +12	+0.2%	+$936	0.2%	74
2020 Q2	$332K	Hold	4,803	–	–	0.2%	75
2020 Q1	$302K	Sell	4,803 -150	-3%	-$10.8K	0.22%	72
2019 Q4	$385K	Hold	4,953	–	–	0.21%	72
2019 Q3	$363K	Hold	4,953	–	–	0.22%	73
2019 Q2	$320K	Hold	4,953	–	–	0.2%	78
2019 Q1	$316K	Hold	4,953	–	–	0.21%	70
2018 Q4	$253K	Hold	4,953	–	–	0.19%	74
2018 Q3	$287K	Hold	4,953	–	–	0.17%	83
2018 Q2	$240K	Hold	4,953	–	–	0.16%	86
2018 Q1	$230K	Buy	+4,953	New	+$215K	0.18%	84

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

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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Oak Asset Management's EW Position: Q2 2026 in Review

Oak Asset Management held its Edwards Lifesciences (EW) position steady in Q2 2026 at 3,169 shares worth $287K. The position accounts for 0.09% of the portfolio, ranked #99.

Oak Asset Management first reported a position in EW in Q1 2018 and has held it in 32 quarters since. The position peaked at $573K in Q4 2021. 265 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Oak Asset Management held 3,169 shares of Edwards Lifesciences worth $287K as of Q2 2026.
Oak Asset Management left its Edwards Lifesciences share count unchanged in Q2 2026.
Edwards Lifesciences made up 0.09% of Oak Asset Management's portfolio in Q2 2026, its #99 holding.
Oak Asset Management first reported a position in Edwards Lifesciences in Q1 2018 and has held it in 32 quarters since.
Oak Asset Management's Edwards Lifesciences position peaked at $573K in Q4 2021.
265 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Oak Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.