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Sequoia Financial Advisors’s Edwards Lifesciences EW Stock Holding History

Sequoia 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 		$3M Sell
33,152
-2,176
-6% -$182K 0.01% 477
2026
Q1 		$2.83M Buy
35,328
+1,948
+6% +$161K 0.02% 478
2025
Q4 		$2.85M Buy
33,380
+3,143
+10% +$258K 0.02% 468
2025
Q3 		$2.35M Buy
30,237
+3,776
+14% +$295K 0.01% 473
2025
Q2 		$2.07M Buy
26,461
+2,966
+13% +$221K 0.01% 461
2025
Q1 		$1.7M Buy
23,495
+15,417
+191% +$1.1M 0.01% 474
2024
Q4 		$598K Buy
8,078
+1,176
+17% +$82.3K 0.01% 744
2024
Q3 		$455K Sell
6,902
-1,949
-22% -$142K ﹤0.01% 788
2024
Q2 		$818K Sell
8,851
-2,695
-23% -$239K 0.01% 538
2024
Q1 		$1.1M Sell
11,546
-2,212
-16% -$186K 0.01% 450
2023
Q4 		$1.05M Buy
13,758
+4,095
+42% +$285K 0.01% 513
2023
Q3 		$669K Sell
9,663
-3,700
-28% -$297K 0.01% 431
2023
Q2 		$1.26M Sell
13,363
-1,400
-9% -$122K 0.02% 309
2023
Q1 		$1.22M Buy
14,763
+1,340
+10% +$105K 0.03% 280
2022
Q4 		$1M Buy
13,423
+5,247
+64% +$404K 0.02% 291
2022
Q3 		$676K Sell
8,176
-481
-6% -$46.3K 0.02% 248
2022
Q2 		$823K Sell
8,657
-524
-6% -$54.2K 0.02% 251
2022
Q1 		$1.08M Buy
9,181
+941
+11% +$106K 0.03% 249
2021
Q4 		$1.07M Buy
+8,240
New +$961K 0.03% 234
2021
Q3 		– Sell
-7,694
Closed -$797K – 320
2021
Q2 		$797K Buy
7,694
+957
+14% +$90.2K 0.03% 223
2021
Q1 		$563K Buy
6,737
+357
+6% +$30.2K 0.02% 246
2020
Q4 		$582K Buy
6,380
+6
+0.1% +$498 0.03% 229
2020
Q3 		$509K Sell
6,374
-96
-1% -$7.49K 0.03% 223
2020
Q2 		$447K Sell
6,470
-115
-2% -$8.17K 0.03% 231
2020
Q1 		$414K Sell
6,585
-48
-0.7% -$3.46K 0.03% 218
2019
Q4 		$516K Buy
6,633
+429
+7% +$33.5K 0.03% 214
2019
Q3 		$455K Buy
6,204
+294
+5% +$20.7K 0.03% 206
2019
Q2 		$364K Buy
5,910
+1,734
+42% +$105K 0.03% 250
2019
Q1 		$266K Buy
+4,176
New +$238K 0.02% 293

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 $3.38T AUM 44.17% 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

Sequoia Financial Advisors's EW Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Edwards Lifesciences (EW) stake by 6.2% in Q2 2026, selling an estimated $182K and leaving 33,152 shares worth $3M. The position accounts for 0.01% of the portfolio, ranked #477.

Sequoia Financial Advisors first reported a position in EW in Q1 2019 and has held it in 29 quarters since. 1,338 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Sequoia Financial Advisors held 33,152 shares of Edwards Lifesciences worth $3M as of Q2 2026.
  • Sequoia Financial Advisors sold 2,176 Edwards Lifesciences shares in Q2 2026, an estimated $182K.
  • Edwards Lifesciences made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #477 holding.
  • Sequoia Financial Advisors first reported a position in Edwards Lifesciences in Q1 2019 and has held it in 29 quarters since.
  • 1,338 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.