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Octavia Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Octavia Wealth 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 		$1.1M Sell
12,117
-53
-0.4% -$4.44K 0.09% 69
2026
Q1 		$975K Sell
12,170
-61
-0.5% -$5.03K 0.09% 76
2025
Q4 		$1.04M Sell
12,231
-121
-1% -$9.93K 0.1% 79
2025
Q3 		$961K Hold
12,352
– – 0.1% 86
2025
Q2 		$966K Sell
12,352
-71
-0.6% -$5.29K 0.11% 74
2025
Q1 		$900K Sell
12,423
-12
-0.1% -$859 0.11% 77
2024
Q4 		$921K Sell
12,435
-17
-0.1% -$1.19K 0.11% 78
2024
Q3 		$822K Hold
12,452
– – 0.1% 84
2024
Q2 		$1.15M Sell
12,452
-89
-0.7% -$7.88K 0.16% 66
2024
Q1 		$1.2M Buy
12,541
+106
+0.9% +$8.9K 0.18% 66
2023
Q4 		$948K Sell
12,435
-50
-0.4% -$3.48K 0.17% 76
2023
Q3 		$865K Buy
12,485
+32
+0.3% +$2.57K 0.18% 72
2023
Q2 		$1.17M Sell
12,453
-274
-2% -$23.8K 0.24% 57
2023
Q1 		$1.05M Buy
12,727
+430
+3% +$33.8K 0.24% 56
2022
Q4 		$917K Hold
12,297
– – 0.23% 65
2022
Q3 		$1.02M Sell
12,297
-34
-0.3% -$3.27K 0.27% 59
2022
Q2 		$1.17M Sell
12,331
-76
-0.6% -$7.87K 0.31% 57
2022
Q1 		$1.46M Buy
+12,407
New +$1.39M 0.32% 50

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Octavia Wealth Advisors's EW Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its Edwards Lifesciences (EW) stake by 0.44% in Q2 2026, selling an estimated $4.44K and leaving 12,117 shares worth $1.1M. The position accounts for 0.09% of the portfolio, ranked #69.

Octavia Wealth Advisors first reported a position in EW in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.46M in Q1 2022. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Octavia Wealth Advisors held 12,117 shares of Edwards Lifesciences worth $1.1M as of Q2 2026.
  • Octavia Wealth Advisors sold 53 Edwards Lifesciences shares in Q2 2026, an estimated $4.44K.
  • Edwards Lifesciences made up 0.09% of Octavia Wealth Advisors's portfolio in Q2 2026, its #69 holding.
  • Octavia Wealth Advisors first reported a position in Edwards Lifesciences in Q1 2022 and has held it in 18 quarters since.
  • Octavia Wealth Advisors's Edwards Lifesciences position peaked at $1.46M in Q1 2022.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.