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Sage Private Wealth Group’s Edwards Lifesciences EW Stock Holding History

Sage Private Wealth Group’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 		$364K Buy
4,026
+377
+10% +$31.6K 0.16% 74
2026
Q1 		$292K Buy
+3,649
New +$301K 0.15% 79
2022
Q4 		– Sell
-471
Closed -$39K – 84
2022
Q3 		$39K Sell
471
-41
-8% -$3.94K 0.05% 88
2022
Q2 		$49K Hold
512
– – 0.07% 83
2022
Q1 		$60K Hold
512
– – 0.06% 83
2021
Q4 		$66K Hold
512
– – 0.08% 77
2021
Q3 		$58K Hold
512
– – 0.08% 77
2021
Q2 		$53K Buy
512
+103
+25% +$9.71K 0.07% 77
2021
Q1 		$34K Hold
409
– – 0.06% 101
2020
Q4 		$37K Buy
+409
New +$33.9K 0.1% 82

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

Sage Private Wealth Group's EW Position: Q2 2026 in Review

Sage Private Wealth Group increased its Edwards Lifesciences (EW) stake by 10% in Q2 2026, buying an estimated $31.6K and bringing the position to 4,026 shares worth $364K. The position accounts for 0.16% of the portfolio, ranked #74.

Sage Private Wealth Group first reported a position in EW in Q4 2020 and has held it in 10 quarters since. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Sage Private Wealth Group held 4,026 shares of Edwards Lifesciences worth $364K as of Q2 2026.
  • Sage Private Wealth Group bought 377 Edwards Lifesciences shares in Q2 2026, an estimated $31.6K.
  • Edwards Lifesciences made up 0.16% of Sage Private Wealth Group's portfolio in Q2 2026, its #74 holding.
  • Sage Private Wealth Group first reported a position in Edwards Lifesciences in Q4 2020 and has held it in 10 quarters since.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.