Orser Capital Management’s Edwards Lifesciences EW Stock Holding History

Orser 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	$2.32M	Buy	+25,675	New	+$2.15M	1.15%	25
2025 Q4	–	Sell	-27,953	Closed	-$2.17M	–	62
2025 Q3	$2.17M	Buy	+27,953	New	+$2.18M	1.14%	26
2025 Q2	–	Sell	-28,982	Closed	-$2.1M	–	50
2025 Q1	$2.1M	Buy	+28,982	New	+$2.07M	1.54%	19
2023 Q2	–	Sell	-43,461	Closed	-$3.6M	–	54
2023 Q1	$3.6M	Buy	+43,461	New	+$3.42M	4.05%	6
2021 Q3	–	Sell	-45,135	Closed	-$4.67M	–	92
2021 Q2	$4.67M	Buy	+45,135	New	+$4.25M	2.41%	8
2021 Q1	–	Sell	-47,875	Closed	-$4.37M	–	89
2020 Q4	$4.37M	Buy	+47,875	New	+$3.97M	2.77%	9
2020 Q2	–	Sell	-42,573	Closed	-$2.68M	–	62
2020 Q1	$2.68M	Buy	42,573 +390	+0.9%	+$28.1K	3.77%	6
2019 Q4	$3.27M	Buy	+42,183	New	+$3.29M	3.17%	7
2019 Q1	–	Sell	-39,330	Closed	-$1.93M	–	71
2018 Q4	$1.93M	Buy	+39,330	New	+$1.99M	2.23%	15
2018 Q3	–	Sell	-41,640	Closed	-$2.05M	–	89
2018 Q2	$2.05M	Sell	41,640 -3,468	-8%	-$162K	1.78%	15
2018 Q1	$2.05M	Buy	45,108 +3,378	+8%	+$147K	1.9%	12
2017 Q4	$1.7M	Buy	+41,730	New	+$1.53M	1.51%	25

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

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

Orser Capital Management opened a new position in Edwards Lifesciences (EW) in Q2 2026: 25,675 shares worth $2.32M. The stake represents 1.15% of the portfolio and ranks #25 among its holdings. This is a return to the name: Orser Capital Management previously reported a position in EW as recently as Q3 2025.

Orser Capital Management first reported a position in EW in Q4 2017 and has held it in 12 quarters since. The position peaked at $4.67M in Q2 2021. 563 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Orser Capital Management held 25,675 shares of Edwards Lifesciences worth $2.32M as of Q2 2026.
Edwards Lifesciences was a new Orser Capital Management position in Q2 2026.
Edwards Lifesciences made up 1.15% of Orser Capital Management's portfolio in Q2 2026, its #25 holding.
Orser Capital Management first reported a position in Edwards Lifesciences in Q4 2017 and has held it in 12 quarters since.
Orser Capital Management's Edwards Lifesciences position peaked at $4.67M in Q2 2021.
563 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Orser Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.