Sara-Bay Financial’s Edwards Lifesciences EW Stock Holding History

Sara-Bay Financial’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	$280K	Hold	3,100	–	–	0.07%	77
2026 Q1	$248K	Buy	+3,100	New	+$256K	0.07%	73
2025 Q4	–	Sell	-3,387	Closed	-$263K	–	83
2025 Q3	$263K	Hold	3,387	–	–	0.07%	72
2025 Q2	$265K	Sell	3,387 -733	-18%	-$54.7K	0.09%	68
2025 Q1	$292K	Sell	4,120 -732	-15%	-$52.4K	0.13%	66
2024 Q4	$360K	Hold	4,852	–	–	0.13%	66
2024 Q3	$320K	Sell	4,852 -1,162	-19%	-$84.4K	0.12%	71
2024 Q2	$556K	Hold	6,014	–	–	0.23%	57
2024 Q1	$567K	Hold	6,014	–	–	0.25%	49
2023 Q4	$459K	Hold	6,014	–	–	0.22%	55
2023 Q3	$417K	Hold	6,014	–	–	0.21%	55
2023 Q2	$567K	Hold	6,014	–	–	0.28%	40
2023 Q1	$498K	Sell	6,014 -55	-0.9%	-$4.32K	0.25%	45
2022 Q4	$453K	Hold	6,069	–	–	0.25%	50
2022 Q3	$502K	Sell	6,069 -500	-8%	-$48.1K	0.28%	41
2022 Q2	$630K	Sell	6,569 -74	-1%	-$7.66K	0.31%	36
2022 Q1	$782K	Hold	6,643	–	–	0.31%	33
2021 Q4	$861K	Hold	6,643	–	–	0.26%	35
2021 Q3	$752K	Sell	6,643 -10	-0.2%	-$1.14K	0.29%	30
2021 Q2	$688K	Sell	6,653 -84	-1%	-$7.92K	0.26%	34
2021 Q1	$563K	Sell	6,737 -397	-6%	-$33.6K	0.23%	40
2020 Q4	$651K	Sell	7,134 -66	-0.9%	-$5.47K	0.29%	33
2020 Q3	$575K	Sell	7,200 -2,400	-25%	-$187K	0.31%	34
2020 Q2	$623K	Buy	+9,600	New	+$682K	0.36%	28

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SIM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sara-Bay Financial's EW Position: Q2 2026 in Review

Sara-Bay Financial held its Edwards Lifesciences (EW) position steady in Q2 2026 at 3,100 shares worth $280K. The position accounts for 0.07% of the portfolio, ranked #77.

Sara-Bay Financial first reported a position in EW in Q2 2020 and has held it in 24 quarters since. The position peaked at $861K in Q4 2021. 372 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Sara-Bay Financial held 3,100 shares of Edwards Lifesciences worth $280K as of Q2 2026.
Sara-Bay Financial left its Edwards Lifesciences share count unchanged in Q2 2026.
Edwards Lifesciences made up 0.07% of Sara-Bay Financial's portfolio in Q2 2026, its #77 holding.
Sara-Bay Financial first reported a position in Edwards Lifesciences in Q2 2020 and has held it in 24 quarters since.
Sara-Bay Financial's Edwards Lifesciences position peaked at $861K in Q4 2021.
372 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Sara-Bay Financial's 13F filing for Q2 2026, filed 17 Jul 2026.