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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Patrick M. Sweeney & Associates's EW Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its Edwards Lifesciences (EW) stake by 5.5% in Q2 2026, buying an estimated $20.5K and bringing the position to 4,670 shares worth $422K. The position accounts for 0.24% of the portfolio, ranked #102.

Patrick M. Sweeney & Associates first reported a position in EW in Q4 2023 and has held it in 11 quarters since. 1,334 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Patrick M. Sweeney & Associates held 4,670 shares of Edwards Lifesciences worth $422K as of Q2 2026.
  • Patrick M. Sweeney & Associates bought 245 Edwards Lifesciences shares in Q2 2026, an estimated $20.5K.
  • Edwards Lifesciences made up 0.24% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #102 holding.
  • Patrick M. Sweeney & Associates first reported a position in Edwards Lifesciences in Q4 2023 and has held it in 11 quarters since.
  • 1,334 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.