SWM
EW icon

Spire Wealth Management’s Edwards Lifesciences EW Stock Holding History

Spire 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 		$252K Buy
2,791
+367
+15% +$30.7K 0.01% 721
2026
Q1 		$194K Sell
2,424
-56
-2% -$4.62K 0.01% 780
2025
Q4 		$211K Buy
2,480
+53
+2% +$4.35K 0.01% 778
2025
Q3 		$189K Sell
2,427
-44,570
-95% -$3.48M 0.01% 795
2025
Q2 		$374K Buy
46,997
+44,017
+1,477% +$3.28M 0.01% 578
2025
Q1 		$216K Sell
2,980
-121
-4% -$8.66K 0.01% 804
2024
Q4 		$230K Sell
3,101
-930
-23% -$65.1K 0.01% 781
2024
Q3 		$266K Buy
4,031
+146
+4% +$10.6K 0.01% 664
2024
Q2 		$359K Sell
3,885
-76,111
-95% -$6.74M 0.01% 561
2024
Q1 		$7.64M Sell
79,996
-1,355
-2% -$114K 0.14% 111
2023
Q4 		$6.05M Buy
81,351
+23,278
+40% +$1.62M 0.2% 104
2023
Q3 		$4.02M Sell
58,073
-34,305
-37% -$2.76M 0.15% 143
2023
Q2 		$8.71M Buy
92,378
+50,009
+118% +$4.35M 0.32% 69
2023
Q1 		$3.51M Buy
42,369
+33,132
+359% +$2.6M 0.14% 144
2022
Q4 		$689K Sell
9,237
-203
-2% -$15.6K 0.04% 294
2022
Q3 		$780K Sell
9,440
-1,185
-11% -$114K 0.05% 256
2022
Q2 		$1.01M Sell
10,625
-5,569
-34% -$577K 0.04% 330
2022
Q1 		$1.91M Sell
16,194
-3,515
-18% -$394K 0.05% 290
2021
Q4 		$2.55M Buy
19,709
+3,508
+22% +$409K 0.06% 268
2021
Q3 		$1.83M Buy
16,201
+868
+6% +$99.1K 0.05% 298
2021
Q2 		$1.65M Sell
15,333
-3,029
-16% -$286K 0.04% 324
2021
Q1 		$1.53M Buy
+18,362
New +$1.55M 0.04% 337

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 $3.37T AUM 44.26% 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

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

Spire Wealth Management increased its Edwards Lifesciences (EW) stake by 15% in Q2 2026, buying an estimated $30.7K and bringing the position to 2,791 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #721.

Spire Wealth Management first reported a position in EW in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.71M in Q2 2023. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Spire Wealth Management held 2,791 shares of Edwards Lifesciences worth $252K as of Q2 2026.
  • Spire Wealth Management bought 367 Edwards Lifesciences shares in Q2 2026, an estimated $30.7K.
  • Edwards Lifesciences made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #721 holding.
  • Spire Wealth Management first reported a position in Edwards Lifesciences in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Edwards Lifesciences position peaked at $8.71M in Q2 2023.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.