OFI Invest Asset Management’s Edwards Lifesciences EW Stock Holding History

OFI Invest Asset Management’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	$36.5M	Sell	458,427 -58,839	-11%	-$4.93M	0.36%	60
2026 Q1	$36.1M	Buy	517,266 +10,244	+2%	+$845K	0.48%	51
2025 Q4	$36.9M	Buy	507,022 +9,954	+2%	+$817K	0.53%	49
2025 Q3	$32.9M	Buy	497,068 +157,353	+46%	+$12.3M	0.69%	46
2025 Q2	$22.6M	Buy	339,715 +22,282	+7%	+$1.66M	0.56%	55
2025 Q1	$21.3M	Sell	317,433 -158	-0%	-$11.3K	0.56%	56
2024 Q4	$22.7M	Buy	+317,591	New	+$22.2M	0.54%	57
2024 Q2	$1.23M	Buy	14,216 +330	+2%	+$29.2K	0.03%	168
2024 Q1	$1.23M	Buy	13,886 +4,208	+43%	+$353K	0.03%	126
2023 Q4	$668K	Buy	9,678 +8,336	+621%	+$580K	0.02%	142
2023 Q3	$87.8K	Buy	1,342 +374	+39%	+$30.1K	﹤0.01%	140
2023 Q2	$91.3K	Buy	+968	New	+$84.1K	﹤0.01%	104

Other funds holding EW

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

OFI Invest Asset Management's EW Position: Q2 2026 in Review

OFI Invest Asset Management reduced its Edwards Lifesciences (EW) stake by 11% in Q2 2026, selling an estimated $4.93M and leaving 458,427 shares worth $36.5M. The position accounts for 0.36% of the portfolio, ranked #60.

OFI Invest Asset Management first reported a position in EW in Q2 2023 and has held it in 12 quarters since. The position peaked at $36.9M in Q4 2025. 817 funds tracked by Wall St. Rank hold EW as of Q2 2026.

OFI Invest Asset Management held 458,427 shares of Edwards Lifesciences worth $36.5M as of Q2 2026.
OFI Invest Asset Management sold 58,839 Edwards Lifesciences shares in Q2 2026, an estimated $4.93M.
Edwards Lifesciences made up 0.36% of OFI Invest Asset Management's portfolio in Q2 2026, its #60 holding.
OFI Invest Asset Management first reported a position in Edwards Lifesciences in Q2 2023 and has held it in 12 quarters since.
OFI Invest Asset Management's Edwards Lifesciences position peaked at $36.9M in Q4 2025.
817 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on OFI Invest Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.