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Operose Advisors’s Edwards Lifesciences EW Stock Holding History

Operose 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 		$16.6K Hold
183
– – ﹤0.01% 390
2026
Q1 		$14.7K Hold
183
– – ﹤0.01% 391
2025
Q4 		$15.6K Hold
183
– – ﹤0.01% 355
2025
Q3 		$14.2K Hold
183
– – ﹤0.01% 342
2025
Q2 		$14.3K Hold
183
– – ﹤0.01% 316
2025
Q1 		$13.3K Hold
183
– – ﹤0.01% 303
2024
Q4 		$13.5K Sell
183
-452
-71% -$31.6K ﹤0.01% 284
2024
Q3 		$41.9K Hold
635
– – 0.01% 290
2024
Q2 		$58.7K Hold
635
– – 0.02% 229
2024
Q1 		$60.7K Sell
635
-451
-42% -$37.9K 0.02% 233
2023
Q4 		$82.8K Buy
1,086
+451
+71% +$31.4K 0.03% 173
2023
Q3 		$44K Buy
635
+452
+247% +$36.3K 0.02% 332
2023
Q2 		$17.3K Hold
183
– – 0.01% 248
2023
Q1 		$15.1K Hold
183
– – 0.01% 245
2022
Q4 		$13.7K Hold
183
– – 0.01% 253
2022
Q3 		$15K Hold
183
– – 0.01% 237
2022
Q2 		$17K Hold
183
– – 0.01% 208
2022
Q1 		$22K Hold
183
– – 0.02% 205
2021
Q4 		$24K Buy
+183
New +$21.3K 0.02% 191

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

Operose Advisors's EW Position: Q2 2026 in Review

Operose Advisors held its Edwards Lifesciences (EW) position steady in Q2 2026 at 183 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Operose Advisors first reported a position in EW in Q4 2021 and has held it in 19 quarters since. The position peaked at $82.8K in Q4 2023. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Operose Advisors held 183 shares of Edwards Lifesciences worth $16.6K as of Q2 2026.
  • Operose Advisors left its Edwards Lifesciences share count unchanged in Q2 2026.
  • Edwards Lifesciences made up ﹤0.01% of Operose Advisors's portfolio in Q2 2026, its #390 holding.
  • Operose Advisors first reported a position in Edwards Lifesciences in Q4 2021 and has held it in 19 quarters since.
  • Operose Advisors's Edwards Lifesciences position peaked at $82.8K in Q4 2023.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.