Robertson Stephens Wealth Management’s Edwards Lifesciences EW Stock Holding History

Robertson Stephens 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 Q2	$574K	Sell	6,346 -2	-0%	-$168	0.01%	418
2026 Q1	$508K	Sell	6,348 -97	-2%	-$8K	0.01%	417
2025 Q4	$549K	Buy	6,445 +170	+3%	+$14K	0.01%	404
2025 Q3	$488K	Sell	6,275 -24	-0.4%	-$1.88K	0.01%	362
2025 Q2	$493K	Sell	6,299 -9	-0.1%	-$671	0.02%	366
2025 Q1	$457K	Sell	6,308 -69	-1%	-$4.94K	0.02%	378
2024 Q4	$472K	Sell	6,377 -4,435	-41%	-$310K	0.02%	366
2024 Q3	$713K	Buy	10,812 +2,664	+33%	+$194K	0.03%	336
2024 Q2	$753K	Buy	+8,148	New	+$722K	0.04%	269

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

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

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Robertson Stephens Wealth Management's EW Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Edwards Lifesciences (EW) stake by 0.03% in Q2 2026, selling an estimated $168 and leaving 6,346 shares worth $574K. The position accounts for 0.01% of the portfolio, ranked #418.

Robertson Stephens Wealth Management first reported a position in EW in Q2 2024 and has held it in 9 quarters since. The position peaked at $753K in Q2 2024. 597 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Robertson Stephens Wealth Management held 6,346 shares of Edwards Lifesciences worth $574K as of Q2 2026.
Robertson Stephens Wealth Management sold 2 Edwards Lifesciences shares in Q2 2026, an estimated $168.
Edwards Lifesciences made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #418 holding.
Robertson Stephens Wealth Management first reported a position in Edwards Lifesciences in Q2 2024 and has held it in 9 quarters since.
Robertson Stephens Wealth Management's Edwards Lifesciences position peaked at $753K in Q2 2024.
597 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.