Oak Asset Management’s Edwards Lifesciences EW Stock Holding History
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
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. 1,334 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.
- 1,334 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.