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Pinnacle Wealth Management Advisory Group’s Edwards Lifesciences EW Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$363K Buy
4,018
+224
+6% +$18.8K 0.02% 361
2026
Q1 		$304K Buy
3,794
+98
+3% +$8.08K 0.02% 408
2025
Q4 		$315K Buy
+3,696
New +$303K 0.02% 394
2023
Q3 		– Sell
-2,483
Closed -$234K – 327
2023
Q2 		$234K Buy
2,483
+20
+0.8% +$1.74K 0.03% 287
2023
Q1 		$204K Buy
+2,463
New +$194K 0.03% 300

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 $3.38T AUM 44.17% 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

Pinnacle Wealth Management Advisory Group's EW Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Edwards Lifesciences (EW) stake by 5.9% in Q2 2026, buying an estimated $18.8K and bringing the position to 4,018 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #361.

Pinnacle Wealth Management Advisory Group first reported a position in EW in Q1 2023 and has held it in 5 quarters since. 1,338 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 4,018 shares of Edwards Lifesciences worth $363K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group bought 224 Edwards Lifesciences shares in Q2 2026, an estimated $18.8K.
  • Edwards Lifesciences made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #361 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Edwards Lifesciences in Q1 2023 and has held it in 5 quarters since.
  • 1,338 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.