Probity Advisors’s Edwards Lifesciences EW Stock Holding History

Probity 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	$300K	Sell	3,317 -208	-6%	-$17.4K	0.04%	204
2026 Q1	$282K	Buy	3,525 +344	+11%	+$28.4K	0.04%	208
2025 Q4	$271K	Sell	3,181 -1,909	-38%	-$157K	0.04%	211
2025 Q3	$396K	Sell	5,090 -64	-1%	-$5K	0.06%	180
2025 Q2	$403K	Buy	5,154 +311	+6%	+$23.2K	0.07%	167
2025 Q1	$351K	Buy	4,843 +862	+22%	+$61.7K	0.07%	178
2024 Q4	$295K	Buy	+3,981	New	+$279K	0.06%	194

Other funds holding EW

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

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SAM

SEB Asset Management Stockholm $26.6B AUM

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Probity Advisors's EW Position: Q2 2026 in Review

Probity Advisors reduced its Edwards Lifesciences (EW) stake by 5.9% in Q2 2026, selling an estimated $17.4K and leaving 3,317 shares worth $300K. The position accounts for 0.04% of the portfolio, ranked #204.

Probity Advisors first reported a position in EW in Q4 2024 and has held it in 7 quarters since. The position peaked at $403K in Q2 2025. 627 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Probity Advisors held 3,317 shares of Edwards Lifesciences worth $300K as of Q2 2026.
Probity Advisors sold 208 Edwards Lifesciences shares in Q2 2026, an estimated $17.4K.
Edwards Lifesciences made up 0.04% of Probity Advisors's portfolio in Q2 2026, its #204 holding.
Probity Advisors first reported a position in Edwards Lifesciences in Q4 2024 and has held it in 7 quarters since.
Probity Advisors's Edwards Lifesciences position peaked at $403K in Q2 2025.
627 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Probity Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.