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Principia Wealth Advisory’s Edwards Lifesciences EW Stock Holding History

Principia Wealth Advisory’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 		$4.88K Buy
54
+3
+6% +$251 ﹤0.01% 376
2026
Q1 		$4.08K Buy
51
+13
+34% +$1.07K ﹤0.01% 343
2025
Q4 		$3.24K Sell
38
-475
-93% -$39K ﹤0.01% 346
2025
Q3 		$39.9K Buy
513
+487
+1,873% +$38.1K 0.03% 130
2025
Q2 		$2.03K Buy
26
+15
+136% +$1.12K ﹤0.01% 381
2025
Q1 		$769 Sell
11
-5
-31% -$358 ﹤0.01% 464
2024
Q4 		$1.18K Buy
+16
New +$1.12K ﹤0.01% 332

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

Principia Wealth Advisory's EW Position: Q2 2026 in Review

Principia Wealth Advisory increased its Edwards Lifesciences (EW) stake by 5.9% in Q2 2026, buying an estimated $251 and bringing the position to 54 shares worth $4.88K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Principia Wealth Advisory first reported a position in EW in Q4 2024 and has held it in 7 quarters since. The position peaked at $39.9K in Q3 2025. 1,330 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Principia Wealth Advisory held 54 shares of Edwards Lifesciences worth $4.88K as of Q2 2026.
  • Principia Wealth Advisory bought 3 Edwards Lifesciences shares in Q2 2026, an estimated $251.
  • Edwards Lifesciences made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #376 holding.
  • Principia Wealth Advisory first reported a position in Edwards Lifesciences in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Edwards Lifesciences position peaked at $39.9K in Q3 2025.
  • 1,330 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.