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Private Wealth Management Group’s Edwards Lifesciences EW Stock Holding History

Private Wealth Management 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 		$16.6K Hold
184
– – ﹤0.01% 433
2026
Q1 		$14.7K Buy
184
+120
+188% +$9.89K ﹤0.01% 412
2025
Q4 		$5.46K Hold
64
– – ﹤0.01% 739
2025
Q3 		$4.98K Hold
64
– – ﹤0.01% 795
2025
Q2 		$5.01K Hold
64
– – ﹤0.01% 760
2025
Q1 		$4.64K Buy
64
+1
+2% +$72 ﹤0.01% 767
2024
Q4 		$4.66K Hold
63
– – ﹤0.01% 769
2024
Q3 		$4.16K Sell
63
-107
-63% -$7.77K ﹤0.01% 802
2024
Q2 		$15.7K Hold
170
– – 0.01% 332
2024
Q1 		$16.2K Hold
170
– – 0.01% 312
2023
Q4 		$13K Buy
+170
New +$11.8K 0.01% 353

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

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

Private Wealth Management Group held its Edwards Lifesciences (EW) position steady in Q2 2026 at 184 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Private Wealth Management Group first reported a position in EW in Q4 2023 and has held it in 11 quarters since. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Private Wealth Management Group held 184 shares of Edwards Lifesciences worth $16.6K as of Q2 2026.
  • Private Wealth Management Group left its Edwards Lifesciences share count unchanged in Q2 2026.
  • Edwards Lifesciences made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #433 holding.
  • Private Wealth Management Group first reported a position in Edwards Lifesciences in Q4 2023 and has held it in 11 quarters since.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.