Oak Thistle LLC’s Edwards Lifesciences EW Stock Holding History

Oak Thistle LLC’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	–	Sell	-37,529	Closed	-$3.01M	–	527
2026 Q1	$3.01M	Buy	+37,529	New	+$3.09M	0.29%	118
2024 Q4	–	Sell	-30,245	Closed	-$2M	–	447
2024 Q3	$2M	Buy	+30,245	New	+$2.2M	0.65%	18
2023 Q4	–	Sell	-10,100	Closed	-$700K	–	507
2023 Q3	$700K	Buy	+10,100	New	+$812K	0.21%	212
2023 Q2	–	Sell	-8,121	Closed	-$672K	–	414
2023 Q1	$672K	Buy	+8,121	New	+$638K	0.4%	71
2022 Q2	–	Sell	-7,749	Closed	-$912K	–	257
2022 Q1	$912K	Buy	+7,749	New	+$869K	0.48%	40

Other funds holding EW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Oak Thistle LLC's EW Position: Q2 2026 in Review

Oak Thistle LLC sold out of Edwards Lifesciences (EW) in Q2 2026, closing a stake of 37,529 shares — an estimated $3.01M sold.

Oak Thistle LLC first reported a position in EW in Q1 2022 and held it in 5 quarters. The position peaked at $3.01M in Q1 2026. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Oak Thistle LLC reported no remaining Edwards Lifesciences position as of Q2 2026 after selling out during the quarter.
Oak Thistle LLC sold 37,529 Edwards Lifesciences shares in Q2 2026, an estimated $3.01M.
Oak Thistle LLC first reported a position in Edwards Lifesciences in Q1 2022 and held it in 5 quarters.
Oak Thistle LLC's Edwards Lifesciences position peaked at $3.01M in Q1 2026.
1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.