SC&H Financial Advisors’s Edwards Lifesciences EW Stock Holding History

SC&H Financial Advisors’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	$286K	Hold	3,162	–	–	0.04%	131
2026 Q1	$253K	Hold	3,162	–	–	0.04%	135
2025 Q4	$270K	Sell	3,162 -300	-9%	-$24.6K	0.04%	133
2025 Q3	$269K	Hold	3,462	–	–	0.04%	127
2025 Q2	$271K	Hold	3,462	–	–	0.05%	126
2025 Q1	$251K	Hold	3,462	–	–	0.05%	130
2024 Q4	$256K	Sell	3,462 -1,260	-27%	-$88.2K	0.05%	125
2024 Q3	$312K	Hold	4,722	–	–	0.07%	118
2024 Q2	$436K	Hold	4,722	–	–	0.11%	91
2024 Q1	$451K	Hold	4,722	–	–	0.12%	93
2023 Q4	$360K	Sell	4,722 -753	-14%	-$52.4K	0.1%	101
2023 Q3	$379K	Hold	5,475	–	–	0.13%	101
2023 Q2	$516K	Hold	5,475	–	–	0.17%	86
2023 Q1	$453K	Hold	5,475	–	–	0.17%	89
2022 Q4	$408K	Hold	5,475	–	–	0.17%	91
2022 Q3	$452K	Sell	5,475 -795	-13%	-$76.5K	0.23%	80
2022 Q2	$596K	Hold	6,270	–	–	0.28%	72
2022 Q1	$738K	Sell	6,270 -49	-0.8%	-$5.5K	0.35%	61
2021 Q4	$819K	Buy	+6,319	New	+$737K	0.45%	51

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

SC&H Financial Advisors's EW Position: Q2 2026 in Review

SC&H Financial Advisors held its Edwards Lifesciences (EW) position steady in Q2 2026 at 3,162 shares worth $286K. The position accounts for 0.04% of the portfolio, ranked #131.

SC&H Financial Advisors first reported a position in EW in Q4 2021 and has held it in 19 quarters since. The position peaked at $819K in Q4 2021. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

SC&H Financial Advisors held 3,162 shares of Edwards Lifesciences worth $286K as of Q2 2026.
SC&H Financial Advisors left its Edwards Lifesciences share count unchanged in Q2 2026.
Edwards Lifesciences made up 0.04% of SC&H Financial Advisors's portfolio in Q2 2026, its #131 holding.
SC&H Financial Advisors first reported a position in Edwards Lifesciences in Q4 2021 and has held it in 19 quarters since.
SC&H Financial Advisors's Edwards Lifesciences position peaked at $819K in Q4 2021.
1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.