Ritholtz Wealth Management
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Ritholtz Wealth Management’s Edwards Lifesciences EW Stock Holding History

Ritholtz Wealth Management’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
Q3 		$1.31M Buy
15,148
+7,241
+92% +$644K 0.02% 570
2026
Q2 		$715K Buy
7,907
+4,686
+145% +$393K 0.01% 725
2026
Q1 		$258K Sell
3,221
-510
-14% -$42K ﹤0.01% 1038
2025
Q4 		$318K Buy
+3,731
New +$306K 0.01% 870
2025
Q3 		– Sell
-2,590
Closed -$203K – 1068
2025
Q2 		$203K Buy
+2,590
New +$193K ﹤0.01% 915
2024
Q3 		– Sell
-2,807
Closed -$259K – 879
2024
Q2 		$259K Buy
2,807
+58
+2% +$5.14K 0.01% 686
2024
Q1 		$263K Buy
2,749
+96
+4% +$8.06K 0.01% 674
2023
Q4 		$202K Buy
+2,653
New +$185K 0.01% 702
2023
Q3 		– Sell
-3,030
Closed -$286K – 716
2023
Q2 		$286K Buy
3,030
+170
+6% +$14.8K 0.01% 551
2023
Q1 		$237K Buy
+2,860
New +$225K 0.01% 575
2022
Q4 		– Sell
-11,057
Closed -$914K – 632
2022
Q3 		$914K Buy
11,057
+7,696
+229% +$741K 0.05% 261
2022
Q2 		$320K Buy
3,361
+813
+32% +$84.2K 0.02% 406
2022
Q1 		$300K Buy
2,548
+370
+17% +$41.5K 0.02% 416
2021
Q4 		$282K Buy
+2,178
New +$254K 0.02% 425

Other funds holding EW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Ritholtz Wealth Management's EW Position: Q3 2026 in Review

Ritholtz Wealth Management increased its Edwards Lifesciences (EW) stake by 92% in Q3 2026, buying an estimated $644K and bringing the position to 15,148 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #570.

Ritholtz Wealth Management first reported a position in EW in Q4 2021 and has held it in 14 quarters since. 774 funds tracked by Wall St. Rank hold EW as of Q3 2026.

  • Ritholtz Wealth Management held 15,148 shares of Edwards Lifesciences worth $1.31M as of Q3 2026.
  • Ritholtz Wealth Management bought 7,241 Edwards Lifesciences shares in Q3 2026, an estimated $644K.
  • Edwards Lifesciences made up 0.02% of Ritholtz Wealth Management's portfolio in Q3 2026, its #570 holding.
  • Ritholtz Wealth Management first reported a position in Edwards Lifesciences in Q4 2021 and has held it in 14 quarters since.
  • 774 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.