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Rothschild Investment LLC’s Edwards Lifesciences EW Stock Holding History

Rothschild Investment LLC’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 		$1.36M Sell
15,018
-462
-3% -$38.7K 0.05% 338
2026
Q1 		$1.24M Buy
15,480
+1,474
+11% +$122K 0.06% 229
2025
Q4 		$1.19M Sell
14,006
-230
-2% -$18.9K 0.07% 223
2025
Q3 		$1.11M Buy
14,236
+1,065
+8% +$83.2K 0.06% 221
2025
Q2 		$1.03M Buy
13,171
+22
+0.2% +$1.64K 0.06% 218
2025
Q1 		$953K Buy
13,149
+168
+1% +$12K 0.06% 233
2024
Q4 		$961K Buy
12,981
+263
+2% +$18.4K 0.06% 242
2024
Q3 		$839K Buy
12,718
+89
+0.7% +$6.47K 0.06% 256
2024
Q2 		$1.17M Sell
12,629
-190
-1% -$16.8K 0.08% 207
2024
Q1 		$1.22M Buy
12,819
+183
+1% +$15.4K 0.09% 200
2023
Q4 		$963K Sell
12,636
-1,658
-12% -$115K 0.08% 195
2023
Q3 		$990K Sell
14,294
-968
-6% -$77.8K 0.08% 212
2023
Q2 		$1.44M Buy
15,262
+423
+3% +$36.8K 0.12% 165
2023
Q1 		$1.23M Buy
14,839
+5
+0% +$393 0.11% 187
2022
Q4 		$1.11M Sell
14,834
-880
-6% -$67.8K 0.1% 193
2022
Q3 		$1.3M Hold
15,714
– – 0.13% 165
2022
Q2 		$1.49M Sell
15,714
-80
-0.5% -$8.28K 0.14% 157
2022
Q1 		$1.86M Sell
15,794
-105
-0.7% -$11.8K 0.15% 148
2021
Q4 		$2.06M Sell
15,899
-150
-0.9% -$17.5K 0.16% 133
2021
Q3 		$1.82M Buy
16,049
+75
+0.5% +$8.56K 0.15% 140
2021
Q2 		$1.65M Buy
15,974
+403
+3% +$38K 0.13% 159
2021
Q1 		$1.3M Buy
15,571
+1,207
+8% +$102K 0.11% 181
2020
Q4 		$1.31M Hold
14,364
– – 0.13% 160
2020
Q3 		$1.15M Buy
14,364
+1,500
+12% +$117K 0.12% 154
2020
Q2 		$889K Buy
12,864
+900
+8% +$64K 0.11% 174
2020
Q1 		$752K Buy
11,964
+138
+1% +$9.95K 0.1% 194
2019
Q4 		$920K Hold
11,826
– – 0.09% 211
2019
Q3 		$867K Buy
11,826
+930
+9% +$65.3K 0.1% 181
2019
Q2 		$671K Hold
10,896
– – 0.08% 212
2019
Q1 		$695K Hold
10,896
– – 0.08% 208
2018
Q4 		$556K Hold
10,896
– – 0.07% 222
2018
Q3 		$632K Hold
10,896
– – 0.07% 217
2018
Q2 		$529K Hold
10,896
– – 0.07% 230
2018
Q1 		$507K Sell
10,896
-1,260
-10% -$54.7K 0.06% 238
2017
Q4 		$457K Hold
12,156
– – 0.05% 283
2017
Q3 		$443K Hold
12,156
– – 0.05% 292
2017
Q2 		$479K Hold
12,156
– – 0.05% 289
2017
Q1 		$381K Sell
12,156
-144
-1% -$4.51K 0.04% 314
2016
Q4 		$384K Hold
12,300
– – 0.05% 306
2016
Q3 		$494K Hold
12,300
– – 0.06% 266
2016
Q2 		$409K Sell
12,300
-12
-0.1% -$411 0.05% 294
2016
Q1 		$362K Hold
12,312
– – 0.05% 313
2015
Q4 		$324K Hold
12,312
– – 0.04% 338
2015
Q3 		$292K Hold
12,312
– – 0.04% 360
2015
Q2 		$292K Hold
12,312
– – 0.03% 392
2015
Q1 		$292K Hold
12,312
– – 0.03% 393
2014
Q4 		$261K Buy
+12,312
New +$247K 0.03% 404

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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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rothschild Investment LLC's EW Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Edwards Lifesciences (EW) stake by 3% in Q2 2026, selling an estimated $38.7K and leaving 15,018 shares worth $1.36M. The position accounts for 0.05% of the portfolio, ranked #338.

Rothschild Investment LLC first reported a position in EW in Q4 2014 and has held it in 47 quarters since. The position peaked at $2.06M in Q4 2021. 720 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Rothschild Investment LLC held 15,018 shares of Edwards Lifesciences worth $1.36M as of Q2 2026.
  • Rothschild Investment LLC sold 462 Edwards Lifesciences shares in Q2 2026, an estimated $38.7K.
  • Edwards Lifesciences made up 0.05% of Rothschild Investment LLC's portfolio in Q2 2026, its #338 holding.
  • Rothschild Investment LLC first reported a position in Edwards Lifesciences in Q4 2014 and has held it in 47 quarters since.
  • Rothschild Investment LLC's Edwards Lifesciences position peaked at $2.06M in Q4 2021.
  • 720 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.