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Premier Path Wealth Partners’s Edwards Lifesciences EW Stock Holding History

Premier Path Wealth Partners’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 		$342K Sell
3,784
-96
-2% -$8.04K 0.04% 335
2026
Q1 		$311K Buy
3,880
+162
+4% +$13.4K 0.04% 341
2025
Q4 		$317K Sell
3,718
-476
-11% -$39.1K 0.04% 316
2025
Q3 		$326K Sell
4,194
-16
-0.4% -$1.25K 0.04% 316
2025
Q2 		$329K Buy
4,210
+395
+10% +$29.5K 0.05% 312
2025
Q1 		$277K Buy
3,815
+8
+0.2% +$573 0.04% 315
2024
Q4 		$282K Sell
3,807
-467
-11% -$32.7K 0.04% 313
2024
Q3 		$282K Sell
4,274
-1,256
-23% -$91.3K 0.04% 308
2024
Q2 		$511K Buy
5,530
+726
+15% +$64.3K 0.09% 220
2024
Q1 		$459K Buy
4,804
+1
+0% +$84 0.09% 221
2023
Q4 		$366K Buy
+4,803
New +$334K 0.08% 225

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

Premier Path Wealth Partners's EW Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its Edwards Lifesciences (EW) stake by 2.5% in Q2 2026, selling an estimated $8.04K and leaving 3,784 shares worth $342K. The position accounts for 0.04% of the portfolio, ranked #335.

Premier Path Wealth Partners first reported a position in EW in Q4 2023 and has held it in 11 quarters since. The position peaked at $511K in Q2 2024. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Premier Path Wealth Partners held 3,784 shares of Edwards Lifesciences worth $342K as of Q2 2026.
  • Premier Path Wealth Partners sold 96 Edwards Lifesciences shares in Q2 2026, an estimated $8.04K.
  • Edwards Lifesciences made up 0.04% of Premier Path Wealth Partners's portfolio in Q2 2026, its #335 holding.
  • Premier Path Wealth Partners first reported a position in Edwards Lifesciences in Q4 2023 and has held it in 11 quarters since.
  • Premier Path Wealth Partners's Edwards Lifesciences position peaked at $511K in Q2 2024.
  • 1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.