Patrick M. Sweeney & Associates
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Patrick M. Sweeney & Associates’s Edwards Lifesciences EW Stock Holding History

Patrick M. Sweeney & Associates’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
Q3 		$404K Buy
4,675
+5
+0.1% +$444 0.23% 109
2026
Q2 		$422K Buy
4,670
+245
+6% +$20.5K 0.24% 102
2026
Q1 		$354K Buy
4,425
+55
+1% +$4.53K 0.23% 111
2025
Q4 		$373K Hold
4,370
– – 0.23% 102
2025
Q3 		$340K Buy
4,370
+155
+4% +$12.1K 0.22% 108
2025
Q2 		$324K Buy
4,215
+140
+3% +$10.4K 0.22% 112
2025
Q1 		$295K Buy
4,075
+280
+7% +$20K 0.22% 113
2024
Q4 		$281K Sell
3,795
-90
-2% -$6.3K 0.21% 117
2024
Q3 		$256K Buy
3,885
+650
+20% +$47.2K 0.19% 128
2024
Q2 		$299K Buy
3,235
+55
+2% +$4.87K 0.24% 105
2024
Q1 		$304K Buy
3,180
+235
+8% +$19.7K 0.25% 98
2023
Q4 		$225K Buy
+2,945
New +$205K 0.21% 109

Other funds holding EW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Patrick M. Sweeney & Associates's EW Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its Edwards Lifesciences (EW) stake by 0.11% in Q3 2026, buying an estimated $444 and bringing the position to 4,675 shares worth $404K. The position accounts for 0.23% of the portfolio, ranked #109.

Patrick M. Sweeney & Associates first reported a position in EW in Q4 2023 and has held it in 12 quarters since. The position peaked at $422K in Q2 2026. 754 funds tracked by Wall St. Rank hold EW as of Q3 2026.

  • Patrick M. Sweeney & Associates held 4,675 shares of Edwards Lifesciences worth $404K as of Q3 2026.
  • Patrick M. Sweeney & Associates bought 5 Edwards Lifesciences shares in Q3 2026, an estimated $444.
  • Edwards Lifesciences made up 0.23% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #109 holding.
  • Patrick M. Sweeney & Associates first reported a position in Edwards Lifesciences in Q4 2023 and has held it in 12 quarters since.
  • Patrick M. Sweeney & Associates's Edwards Lifesciences position peaked at $422K in Q2 2026.
  • 754 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.