Paces Ferry Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Paces Ferry 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	$666K	Sell	7,358 -12	-0.2%	-$1K	0.25%	56
2026 Q1	$590K	Hold	7,370	–	–	0.24%	55
2025 Q4	$628K	Sell	7,370 -58	-0.8%	-$4.76K	0.26%	55
2025 Q3	$578K	Hold	7,428	–	–	0.24%	57
2025 Q2	$581K	Hold	7,428	–	–	0.27%	55
2025 Q1	$538K	Sell	7,428 -142	-2%	-$10.2K	0.27%	57
2024 Q4	$560K	Sell	7,570 -38	-0.5%	-$2.66K	0.27%	53
2024 Q3	$502K	Sell	7,608 -1,200	-14%	-$87.2K	0.29%	57
2024 Q2	$814K	Hold	8,808	–	–	0.49%	44
2024 Q1	$842K	Sell	8,808 -300	-3%	-$25.2K	0.54%	41
2023 Q4	$694K	Hold	9,108	–	–	0.48%	47
2023 Q3	$631K	Sell	9,108 -8	-0.1%	-$643	0.5%	45
2023 Q2	$860K	Hold	9,116	–	–	0.65%	40
2023 Q1	$754K	Buy	9,116 +26	+0.3%	+$2.04K	0.61%	43
2022 Q4	$678K	Sell	9,090 -71	-0.8%	-$5.47K	0.66%	36
2022 Q3	$757K	Sell	9,161 -2,993	-25%	-$288K	0.83%	32
2022 Q2	$1.16M	Buy	12,154 +32	+0.3%	+$3.31K	1.14%	26
2022 Q1	$1.43M	Hold	12,122	–	–	1.13%	25
2021 Q4	$1.57M	Hold	12,122	–	–	1.13%	25
2021 Q3	$1.37M	Hold	12,122	–	–	1.1%	27
2021 Q2	$1.25M	Sell	12,122 -2	-0%	-$189	0.96%	30
2021 Q1	$1.01M	Hold	12,124	–	–	0.88%	29
2020 Q4	$1.11M	Buy	12,124 +4	+0%	+$332	1.01%	29
2020 Q3	$967K	Buy	+12,120	New	+$946K	0.84%	29

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

Paces Ferry Wealth Advisors's EW Position: Q2 2026 in Review

Paces Ferry Wealth Advisors reduced its Edwards Lifesciences (EW) stake by 0.16% in Q2 2026, selling an estimated $1K and leaving 7,358 shares worth $666K. The position accounts for 0.25% of the portfolio, ranked #56.

Paces Ferry Wealth Advisors first reported a position in EW in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.57M in Q4 2021. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Paces Ferry Wealth Advisors held 7,358 shares of Edwards Lifesciences worth $666K as of Q2 2026.
Paces Ferry Wealth Advisors sold 12 Edwards Lifesciences shares in Q2 2026, an estimated $1K.
Edwards Lifesciences made up 0.25% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #56 holding.
Paces Ferry Wealth Advisors first reported a position in Edwards Lifesciences in Q3 2020 and has held it in 24 quarters since.
Paces Ferry Wealth Advisors's Edwards Lifesciences position peaked at $1.57M in Q4 2021.
1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.