PF
EW icon

Phoenix Financial’s Edwards Lifesciences EW Stock Holding History

Phoenix Financial’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
2024
Q2 		– Sell
-23,700
Closed -$2.27K – 383
2024
Q1 		$2.27K Buy
+23,700
New +$1.99M ﹤0.01% 416

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

Phoenix Financial's EW Position: Q2 2026 in Review

Phoenix Financial reduced its Edwards Lifesciences (EW) stake by 15% in Q2 2026, selling an estimated $299K and leaving 20,017 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #201.

Phoenix Financial first reported a position in EW in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.28M in Q4 2024. 1,334 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Phoenix Financial held 20,017 shares of Edwards Lifesciences worth $1.81M as of Q2 2026.
  • Phoenix Financial sold 3,566 Edwards Lifesciences shares in Q2 2026, an estimated $299K.
  • Edwards Lifesciences made up 0.01% of Phoenix Financial's portfolio in Q2 2026, its #201 holding.
  • Phoenix Financial first reported a position in Edwards Lifesciences in Q4 2020 and has held it in 22 quarters since.
  • Phoenix Financial's Edwards Lifesciences position peaked at $3.28M in Q4 2024.
  • 1,334 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.