Oakworth Capital’s Edwards Lifesciences EW Stock Holding History

Oakworth Capital’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	$317K	Hold	3,500	–	–	0.02%	202
2026 Q1	$280K	Hold	3,500	–	–	0.01%	203
2025 Q4	$298K	Hold	3,500	–	–	0.02%	189
2025 Q3	$272K	Hold	3,500	–	–	0.02%	200
2025 Q2	$274K	Hold	3,500	–	–	0.02%	178
2025 Q1	$254K	Hold	3,500	–	–	0.02%	184
2024 Q4	$259K	Hold	3,500	–	–	0.02%	176
2024 Q3	$231K	Hold	3,500	–	–	0.02%	195
2024 Q2	$323K	Hold	3,500	–	–	0.02%	150
2024 Q1	$334K	Hold	3,500	–	–	0.03%	153
2023 Q4	$267K	Sell	3,500 -145	-4%	-$10.1K	0.02%	162
2023 Q3	$253K	Hold	3,645	–	–	0.02%	145
2023 Q2	$344K	Buy	3,645 +145	+4%	+$12.6K	0.03%	131
2023 Q1	$290K	Hold	3,500	–	–	0.03%	139
2022 Q4	$261K	Sell	3,500 -491	-12%	-$37.8K	0.03%	134
2022 Q3	$330K	Buy	3,991 +151	+4%	+$14.5K	0.04%	118
2022 Q2	$365K	Hold	3,840	–	–	0.04%	120
2022 Q1	$452K	Hold	3,840	–	–	0.04%	113
2021 Q4	$497K	Hold	3,840	–	–	0.04%	107
2021 Q3	$435K	Hold	3,840	–	–	0.04%	110
2021 Q2	$398K	Hold	3,840	–	–	0.04%	120
2021 Q1	$321K	Hold	3,840	–	–	0.04%	135
2020 Q4	$350K	Hold	3,840	–	–	0.05%	121
2020 Q3	$307K	Hold	3,840	–	–	0.05%	122
2020 Q2	$265K	Hold	3,840	–	–	0.05%	125
2020 Q1	$241K	Hold	3,840	–	–	0.06%	118
2019 Q4	$296K	Hold	3,840	–	–	0.05%	127
2019 Q3	$281K	Sell	3,840 -810	-17%	-$56.9K	0.05%	122
2019 Q2	$286K	Buy	4,650 +810	+21%	+$49K	0.05%	135
2019 Q1	$245K	Hold	3,840	–	–	0.05%	145
2018 Q4	$196K	Hold	3,840	–	–	0.04%	155
2018 Q3	$223K	Hold	3,840	–	–	0.04%	160
2018 Q2	$186K	Hold	3,840	–	–	0.04%	165
2018 Q1	$163K	Hold	3,840	–	–	0.04%	170
2017 Q4	$150K	Hold	3,840	–	–	0.04%	178
2017 Q3	$145K	Hold	3,840	–	–	0.04%	186
2017 Q2	$151K	Hold	3,840	–	–	0.04%	180
2017 Q1	$120K	Hold	3,840	–	–	0.03%	198
2016 Q4	$106K	Hold	3,840	–	–	0.03%	206
2016 Q3	$154K	Hold	3,840	–	–	0.05%	167
2016 Q2	$126K	Buy	+3,840	New	+$131K	0.05%	183

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

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

Oakworth Capital's EW Position: Q2 2026 in Review

Oakworth Capital held its Edwards Lifesciences (EW) position steady in Q2 2026 at 3,500 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #202.

Oakworth Capital first reported a position in EW in Q2 2016 and has held it in 41 quarters since. The position peaked at $497K in Q4 2021. 372 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Oakworth Capital held 3,500 shares of Edwards Lifesciences worth $317K as of Q2 2026.
Oakworth Capital left its Edwards Lifesciences share count unchanged in Q2 2026.
Edwards Lifesciences made up 0.02% of Oakworth Capital's portfolio in Q2 2026, its #202 holding.
Oakworth Capital first reported a position in Edwards Lifesciences in Q2 2016 and has held it in 41 quarters since.
Oakworth Capital's Edwards Lifesciences position peaked at $497K in Q4 2021.
372 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.