RCA
EW icon

Resonant Capital Advisors’s Edwards Lifesciences EW Stock Holding History

Resonant Capital 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 		$417K Buy
4,613
+436
+10% +$36.5K 0.02% 332
2026
Q1 		$334K Buy
4,177
+373
+10% +$30.8K 0.02% 363
2025
Q4 		$324K Buy
3,804
+430
+13% +$35.3K 0.02% 327
2025
Q3 		$262K Sell
3,374
-512
-13% -$40K 0.02% 360
2025
Q2 		$304K Buy
3,886
+536
+16% +$40K 0.02% 328
2025
Q1 		$243K Sell
3,350
-32
-0.9% -$2.29K 0.02% 326
2024
Q4 		$250K Buy
3,382
+250
+8% +$17.5K 0.02% 307
2024
Q3 		$207K Buy
3,132
+186
+6% +$13.5K 0.02% 342
2024
Q2 		$272K Buy
2,946
+199
+7% +$17.6K 0.02% 285
2024
Q1 		$263K Buy
2,747
+93
+4% +$7.81K 0.02% 288
2023
Q4 		$202K Sell
2,654
-988
-27% -$68.7K 0.02% 279
2023
Q3 		$252K Buy
3,642
+18
+0.5% +$1.45K 0.03% 237
2023
Q2 		$342K Sell
3,624
-975
-21% -$84.7K 0.04% 196
2023
Q1 		$380K Sell
4,599
-495
-10% -$38.9K 0.04% 180
2022
Q4 		$380K Buy
5,094
+3
+0.1% +$231 0.05% 186
2022
Q3 		$421K Sell
5,091
-229
-4% -$22K 0.06% 165
2022
Q2 		$506K Buy
5,320
+23
+0.4% +$2.38K 0.08% 152
2022
Q1 		$652K Sell
5,297
-28
-0.5% -$3.14K 0.1% 122
2021
Q4 		$690K Sell
5,325
-846
-14% -$98.7K 0.1% 110
2021
Q3 		$699K Hold
6,171
– – 0.12% 101
2021
Q2 		$639K Buy
6,171
+6
+0.1% +$566 0.12% 97
2021
Q1 		$516K Hold
6,165
– – 0.11% 100
2020
Q4 		$562K Sell
6,165
-300
-5% -$24.9K 0.13% 99
2020
Q3 		$516K Hold
6,465
– – 0.15% 92
2020
Q2 		$447K Hold
6,465
– – 0.13% 108
2020
Q1 		$406K Sell
6,465
-1,635
-20% -$118K 0.15% 141
2019
Q4 		$630K Buy
+8,100
New +$632K 0.2% 126

Other funds holding EW

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Envestnet Asset Management
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
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Resonant Capital Advisors's EW Position: Q2 2026 in Review

Resonant Capital Advisors increased its Edwards Lifesciences (EW) stake by 10% in Q2 2026, buying an estimated $36.5K and bringing the position to 4,613 shares worth $417K. The position accounts for 0.02% of the portfolio, ranked #332.

Resonant Capital Advisors first reported a position in EW in Q4 2019 and has held it in 27 quarters since. The position peaked at $699K in Q3 2021. 597 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Resonant Capital Advisors held 4,613 shares of Edwards Lifesciences worth $417K as of Q2 2026.
  • Resonant Capital Advisors bought 436 Edwards Lifesciences shares in Q2 2026, an estimated $36.5K.
  • Edwards Lifesciences made up 0.02% of Resonant Capital Advisors's portfolio in Q2 2026, its #332 holding.
  • Resonant Capital Advisors first reported a position in Edwards Lifesciences in Q4 2019 and has held it in 27 quarters since.
  • Resonant Capital Advisors's Edwards Lifesciences position peaked at $699K in Q3 2021.
  • 597 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.