Portus Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Portus Wealth Advisors’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	–	Sell	-20	Closed	-$1.6K	–	206
2026 Q1	$1.6K	Buy	+20	New	+$1.65K	﹤0.01%	311

Other funds holding EW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Portus Wealth Advisors's EW Position: Q2 2026 in Review

Portus Wealth Advisors sold out of Edwards Lifesciences (EW) in Q2 2026, closing a stake of 20 shares — an estimated $1.6K sold.

Portus Wealth Advisors first reported a position in EW in Q1 2026 and held it in 1 quarter. The position peaked at $1.6K in Q1 2026. 1,338 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Portus Wealth Advisors reported no remaining Edwards Lifesciences position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 20 Edwards Lifesciences shares in Q2 2026, an estimated $1.6K.
Portus Wealth Advisors first reported a position in Edwards Lifesciences in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Edwards Lifesciences position peaked at $1.6K in Q1 2026.
1,338 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.