SWA
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SOA Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

SOA Wealth 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 		$78.7K Sell
870
-15
-2% -$1.26K 0.01% 315
2026
Q1 		$70.9K Hold
885
– – 0.01% 317
2025
Q4 		$75.4K Hold
885
– – 0.01% 309
2025
Q3 		$68.8K Hold
885
– – 0.01% 334
2025
Q2 		$69.2K Buy
885
+407
+85% +$30.4K 0.01% 315
2025
Q1 		$34.6K Hold
478
– – 0.01% 391
2024
Q4 		$35.4K Sell
478
-130
-21% -$9.1K 0.01% 376
2024
Q3 		$40.1K Sell
608
-35
-5% -$2.54K 0.01% 353
2024
Q2 		$59.4K Sell
643
-95
-13% -$8.41K 0.01% 289
2024
Q1 		$70.5K Sell
738
-13
-2% -$1.09K 0.01% 271
2023
Q4 		$57.3K Sell
751
-60
-7% -$4.17K 0.01% 282
2023
Q3 		$56.2K Hold
811
– – 0.01% 273
2023
Q2 		$76.5K Sell
811
-83
-9% -$7.21K 0.02% 254
2023
Q1 		$74K Sell
894
-7
-0.8% -$550 0.02% 248
2022
Q4 		$67.2K Sell
901
-3
-0.3% -$231 0.02% 252
2022
Q3 		$74K Hold
904
– – 0.02% 228
2022
Q2 		$85K Sell
904
-11
-1% -$1.14K 0.03% 216
2022
Q1 		$107K Hold
915
– – 0.03% 223
2021
Q4 		$119K Hold
915
– – 0.03% 197
2021
Q3 		$103K Sell
915
-4
-0.4% -$457 0.03% 213
2021
Q2 		$95K Sell
919
-16
-2% -$1.51K 0.02% 222
2021
Q1 		$78K Sell
935
-106
-10% -$8.96K 0.02% 223
2020
Q4 		$89K Buy
+1,041
New +$86.3K 0.02% 204

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
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
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

SOA Wealth Advisors's EW Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Edwards Lifesciences (EW) stake by 1.7% in Q2 2026, selling an estimated $1.26K and leaving 870 shares worth $78.7K. The position accounts for 0.01% of the portfolio, ranked #315.

SOA Wealth Advisors first reported a position in EW in Q4 2020 and has held it in 23 quarters since. The position peaked at $119K in Q4 2021. 265 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • SOA Wealth Advisors held 870 shares of Edwards Lifesciences worth $78.7K as of Q2 2026.
  • SOA Wealth Advisors sold 15 Edwards Lifesciences shares in Q2 2026, an estimated $1.26K.
  • Edwards Lifesciences made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #315 holding.
  • SOA Wealth Advisors first reported a position in Edwards Lifesciences in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Edwards Lifesciences position peaked at $119K in Q4 2021.
  • 265 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.