Oak Harvest Investment Services’s Edwards Lifesciences EW Stock Holding History

Oak Harvest Investment Services’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	$1.36M	Sell	15,000 -33,602	-69%	-$2.81M	0.13%	100
2026 Q1	$3.89M	Buy	48,602 +8,666	+22%	+$714K	0.41%	75
2025 Q4	$3.4M	Buy	39,936 +10,111	+34%	+$830K	0.37%	82
2025 Q3	$2.32M	Buy	29,825 +1,139	+4%	+$89K	0.27%	91
2025 Q2	$2.24M	Buy	+28,686	New	+$2.14M	0.28%	94
2023 Q3	–	Sell	-4,092	Closed	-$386K	–	111
2023 Q2	$386K	Buy	+4,092	New	+$356K	0.09%	92

Other funds holding EW

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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

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Oak Harvest Investment Services's EW Position: Q2 2026 in Review

Oak Harvest Investment Services reduced its Edwards Lifesciences (EW) stake by 69% in Q2 2026, selling an estimated $2.81M and leaving 15,000 shares worth $1.36M. The position accounts for 0.13% of the portfolio, ranked #100.

Oak Harvest Investment Services first reported a position in EW in Q2 2023 and has held it in 6 quarters since. The position peaked at $3.89M in Q1 2026. 386 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Oak Harvest Investment Services held 15,000 shares of Edwards Lifesciences worth $1.36M as of Q2 2026.
Oak Harvest Investment Services sold 33,602 Edwards Lifesciences shares in Q2 2026, an estimated $2.81M.
Edwards Lifesciences made up 0.13% of Oak Harvest Investment Services's portfolio in Q2 2026, its #100 holding.
Oak Harvest Investment Services first reported a position in Edwards Lifesciences in Q2 2023 and has held it in 6 quarters since.
Oak Harvest Investment Services's Edwards Lifesciences position peaked at $3.89M in Q1 2026.
386 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.