SageView Advisory Group’s Edwards Lifesciences EW Stock Holding History

SageView Advisory 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	$219K	Buy	+2,425	New	+$203K	0.01%	586
2026 Q1	–	Sell	-2,337	Closed	-$199K	–	1177
2025 Q4	$199K	Buy	+2,337	New	+$192K	0.01%	605
2023 Q3	–	Sell	-8,081	Closed	-$762K	–	530
2023 Q2	$762K	Sell	8,081 -5	-0.1%	-$435	0.04%	271
2023 Q1	$669K	Buy	+8,086	New	+$636K	0.04%	271

Other funds holding EW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

SageView Advisory Group's EW Position: Q2 2026 in Review

SageView Advisory Group opened a new position in Edwards Lifesciences (EW) in Q2 2026: 2,425 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #586 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in EW as recently as Q4 2025.

SageView Advisory Group first reported a position in EW in Q1 2023 and has held it in 4 quarters since. The position peaked at $762K in Q2 2023. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.

SageView Advisory Group held 2,425 shares of Edwards Lifesciences worth $219K as of Q2 2026.
Edwards Lifesciences was a new SageView Advisory Group position in Q2 2026.
Edwards Lifesciences made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #586 holding.
SageView Advisory Group first reported a position in Edwards Lifesciences in Q1 2023 and has held it in 4 quarters since.
SageView Advisory Group's Edwards Lifesciences position peaked at $762K in Q2 2023.
1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.