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Powell Investment Advisors’s Edwards Lifesciences EW Stock Holding History

Powell Investment 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 		$207K Buy
+2,286
New +$191K 0.07% 126
2024
Q3 		– Sell
-2,261
Closed -$209K – 155
2024
Q2 		$209K Hold
2,261
– – 0.11% 112
2024
Q1 		$216K Buy
+2,261
New +$190K 0.11% 110

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

Powell Investment Advisors's EW Position: Q2 2026 in Review

Powell Investment Advisors opened a new position in Edwards Lifesciences (EW) in Q2 2026: 2,286 shares worth $207K. The stake represents 0.07% of the portfolio and ranks #126 among its holdings. This is a return to the name: Powell Investment Advisors previously reported a position in EW as recently as Q2 2024.

Powell Investment Advisors first reported a position in EW in Q1 2024 and has held it in 3 quarters since. The position peaked at $216K in Q1 2024. 1,334 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Powell Investment Advisors held 2,286 shares of Edwards Lifesciences worth $207K as of Q2 2026.
  • Edwards Lifesciences was a new Powell Investment Advisors position in Q2 2026.
  • Edwards Lifesciences made up 0.07% of Powell Investment Advisors's portfolio in Q2 2026, its #126 holding.
  • Powell Investment Advisors first reported a position in Edwards Lifesciences in Q1 2024 and has held it in 3 quarters since.
  • Powell Investment Advisors's Edwards Lifesciences position peaked at $216K in Q1 2024.
  • 1,334 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.