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Shelton Wealth Management’s Edwards Lifesciences EW Stock Holding History

Shelton Wealth Management’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 		$1.49M Buy
16,442
+2,990
+22% +$250K 0.58% 58
2026
Q1 		$1.08M Buy
+13,452
New +$1.11M 0.47% 72

Other funds holding EW

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Robeco Institutional Asset Management
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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Shelton Wealth Management's EW Position: Q2 2026 in Review

Shelton Wealth Management increased its Edwards Lifesciences (EW) stake by 22% in Q2 2026, buying an estimated $250K and bringing the position to 16,442 shares worth $1.49M. The position accounts for 0.58% of the portfolio, ranked #58.

Shelton Wealth Management first reported a position in EW in Q1 2026 and has held it in 2 quarters since. 243 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Shelton Wealth Management held 16,442 shares of Edwards Lifesciences worth $1.49M as of Q2 2026.
  • Shelton Wealth Management bought 2,990 Edwards Lifesciences shares in Q2 2026, an estimated $250K.
  • Edwards Lifesciences made up 0.58% of Shelton Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Shelton Wealth Management first reported a position in Edwards Lifesciences in Q1 2026 and has held it in 2 quarters since.
  • 243 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.