Pathstone Holdings
EW icon

Pathstone Holdings’s Edwards Lifesciences EW Stock Holding History

Pathstone Holdings’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 		$7.84M Buy
86,431
+1,880
+2% +$157K 0.02% 494
2026
Q1 		$6.77M Buy
84,551
+8,165
+11% +$673K 0.03% 469
2025
Q4 		$6.51M Sell
76,386
-7,005
-8% -$575K 0.03% 466
2025
Q3 		$6.49M Sell
83,391
-6,958
-8% -$544K 0.02% 481
2025
Q2 		$7.07M Sell
90,349
-1,422
-2% -$106K 0.03% 429
2025
Q1 		$6.65M Buy
91,771
+21,733
+31% +$1.56M 0.03% 459
2024
Q4 		$5.18M Sell
70,038
-19,520
-22% -$1.37M 0.02% 533
2024
Q3 		$5.91M Sell
89,558
-37,886
-30% -$2.75M 0.03% 496
2024
Q2 		$11.8M Sell
127,444
-2,078
-2% -$184K 0.05% 266
2024
Q1 		$12.4M Buy
129,522
+42,336
+49% +$3.56M 0.06% 249
2023
Q4 		$6.7M Buy
+87,186
New +$6.07M 0.04% 357

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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

Pathstone Holdings's EW Position: Q2 2026 in Review

Pathstone Holdings increased its Edwards Lifesciences (EW) stake by 2.2% in Q2 2026, buying an estimated $157K and bringing the position to 86,431 shares worth $7.84M. The position accounts for 0.02% of the portfolio, ranked #494.

Pathstone Holdings first reported a position in EW in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.4M in Q1 2024. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Pathstone Holdings held 86,431 shares of Edwards Lifesciences worth $7.84M as of Q2 2026.
  • Pathstone Holdings bought 1,880 Edwards Lifesciences shares in Q2 2026, an estimated $157K.
  • Edwards Lifesciences made up 0.02% of Pathstone Holdings's portfolio in Q2 2026, its #494 holding.
  • Pathstone Holdings first reported a position in Edwards Lifesciences in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Edwards Lifesciences position peaked at $12.4M in Q1 2024.
  • 1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.