Orion Capital Management’s Edwards Lifesciences EW Stock Holding History

Orion Capital 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	$138K	Hold	1,524	–	–	0.04%	183
2026 Q1	$122K	Hold	1,524	–	–	0.04%	184
2025 Q4	$130K	Hold	1,524	–	–	0.04%	178
2025 Q3	$119K	Hold	1,524	–	–	0.04%	186
2025 Q2	$119K	Hold	1,524	–	–	0.05%	168
2025 Q1	$110K	Hold	1,524	–	–	0.05%	169
2024 Q4	$113K	Buy	+1,524	New	+$107K	0.05%	157
2024 Q3	–	Sell	-1,524	Closed	-$141K	–	252
2024 Q2	$141K	Hold	1,524	–	–	0.07%	133
2024 Q1	$146K	Hold	1,524	–	–	0.08%	139
2023 Q4	$116K	Hold	1,524	–	–	0.07%	156
2023 Q3	$106K	Buy	+1,524	New	+$122K	0.07%	154
2023 Q2	–	Sell	-1,524	Closed	-$126K	–	242
2023 Q1	$126K	Buy	1,524 +1,443	+1,781%	+$113K	0.08%	143
2022 Q4	$6.04K	Hold	81	–	–	﹤0.01%	334
2022 Q3	$7K	Hold	81	–	–	0.01%	338
2022 Q2	$8K	Hold	81	–	–	0.01%	338
2022 Q1	$10K	Buy	+81	New	+$9.09K	0.01%	331

Other funds holding EW

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

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

Orion Capital Management's EW Position: Q2 2026 in Review

Orion Capital Management held its Edwards Lifesciences (EW) position steady in Q2 2026 at 1,524 shares worth $138K. The position accounts for 0.04% of the portfolio, ranked #183.

Orion Capital Management first reported a position in EW in Q1 2022 and has held it in 16 quarters since. The position peaked at $146K in Q1 2024. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Orion Capital Management held 1,524 shares of Edwards Lifesciences worth $138K as of Q2 2026.
Orion Capital Management left its Edwards Lifesciences share count unchanged in Q2 2026.
Edwards Lifesciences made up 0.04% of Orion Capital Management's portfolio in Q2 2026, its #183 holding.
Orion Capital Management first reported a position in Edwards Lifesciences in Q1 2022 and has held it in 16 quarters since.
Orion Capital Management's Edwards Lifesciences position peaked at $146K in Q1 2024.
1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.