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Provenance Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Provenance Wealth 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 		$724 Buy
+8
New +$670 ﹤0.01% 537
2026
Q1 		– Sell
-125
Closed -$10.7K – 419
2025
Q4 		$10.7K Hold
125
– – ﹤0.01% 299
2025
Q3 		$9.72K Hold
125
– – ﹤0.01% 325
2025
Q2 		$9.78K Hold
125
– – ﹤0.01% 312
2025
Q1 		$9.06K Hold
125
– – ﹤0.01% 321
2024
Q4 		$9.25K Hold
125
– – ﹤0.01% 319
2024
Q3 		$8.25K Hold
125
– – ﹤0.01% 355
2024
Q2 		$11.5K Hold
125
– – ﹤0.01% 288
2024
Q1 		$11.9K Hold
125
– – ﹤0.01% 312
2023
Q4 		$9.53K Hold
125
– – ﹤0.01% 321
2023
Q3 		$8.66K Buy
+125
New +$10K ﹤0.01% 251

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

Provenance Wealth Advisors's EW Position: Q2 2026 in Review

Provenance Wealth Advisors opened a new position in Edwards Lifesciences (EW) in Q2 2026: 8 shares worth $724. The stake represents ﹤0.01% of the portfolio and ranks #537 among its holdings. This is a return to the name: Provenance Wealth Advisors previously reported a position in EW as recently as Q4 2025.

Provenance Wealth Advisors first reported a position in EW in Q3 2023 and has held it in 11 quarters since. The position peaked at $11.9K in Q1 2024. 1,335 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Provenance Wealth Advisors held 8 shares of Edwards Lifesciences worth $724 as of Q2 2026.
  • Edwards Lifesciences was a new Provenance Wealth Advisors position in Q2 2026.
  • Edwards Lifesciences made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #537 holding.
  • Provenance Wealth Advisors first reported a position in Edwards Lifesciences in Q3 2023 and has held it in 11 quarters since.
  • Provenance Wealth Advisors's Edwards Lifesciences position peaked at $11.9K in Q1 2024.
  • 1,335 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.