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Oakmont Investment Advisors’s Edwards Lifesciences EW Stock Holding History

Oakmont Investment Advisors’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
-4,000
Closed -$320K – 119
2026
Q1 		$320K Hold
4,000
– – 0.29% 72
2025
Q4 		$341K Buy
+4,000
New +$328K 0.25% 85

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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

Oakmont Investment Advisors's EW Position: Q2 2026 in Review

Oakmont Investment Advisors sold out of Edwards Lifesciences (EW) in Q2 2026, closing a stake of 4,000 shares — an estimated $320K sold.

Oakmont Investment Advisors first reported a position in EW in Q4 2025 and held it in 2 quarters. The position peaked at $341K in Q4 2025. 1,323 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Oakmont Investment Advisors reported no remaining Edwards Lifesciences position as of Q2 2026 after selling out during the quarter.
  • Oakmont Investment Advisors sold 4,000 Edwards Lifesciences shares in Q2 2026, an estimated $320K.
  • Oakmont Investment Advisors first reported a position in Edwards Lifesciences in Q4 2025 and held it in 2 quarters.
  • Oakmont Investment Advisors's Edwards Lifesciences position peaked at $341K in Q4 2025.
  • 1,323 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Oakmont Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.