SMA Capital’s Edwards Lifesciences EW Stock Holding History

SMA Capital’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	–	Sell	-260	Closed	-$20.8K	–	144
2026 Q1	$20.8K	Buy	+260	New	+$21.4K	0.01%	56

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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

SMA Capital's EW Position: Q2 2026 in Review

SMA Capital sold out of Edwards Lifesciences (EW) in Q2 2026, closing a stake of 260 shares — an estimated $20.8K sold.

SMA Capital first reported a position in EW in Q1 2026 and held it in 1 quarter. The position peaked at $20.8K in Q1 2026. 1,329 funds tracked by Wall St. Rank hold EW as of Q2 2026.

SMA Capital reported no remaining Edwards Lifesciences position as of Q2 2026 after selling out during the quarter.
SMA Capital sold 260 Edwards Lifesciences shares in Q2 2026, an estimated $20.8K.
SMA Capital first reported a position in Edwards Lifesciences in Q1 2026 and held it in 1 quarter.
SMA Capital's Edwards Lifesciences position peaked at $20.8K in Q1 2026.
1,329 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on SMA Capital's 13F filing for Q2 2026, filed 14 Aug 2026.