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SteelPeak Wealth’s Edwards Lifesciences EW Stock Holding History

SteelPeak Wealth’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 		$1.08M Buy
11,897
+7,103
+148% +$595K 0.03% 303
2026
Q1 		$384K Sell
4,794
-2,293
-32% -$189K 0.01% 416
2025
Q4 		$604K Sell
7,087
-3,500
-33% -$287K 0.02% 331
2025
Q3 		$823K Buy
10,587
+335
+3% +$26.2K 0.03% 323
2025
Q2 		$802K Buy
10,252
+9
+0.1% +$671 0.03% 310
2025
Q1 		$742K Buy
10,243
+6,741
+192% +$482K 0.03% 295
2024
Q4 		$259K Sell
3,502
-164
-4% -$11.5K 0.01% 441
2024
Q3 		$242K Buy
3,666
+732
+25% +$53.2K 0.01% 422
2024
Q2 		$271K Buy
2,934
+199
+7% +$17.6K 0.01% 404
2024
Q1 		$261K Hold
2,735
– – 0.01% 384
2023
Q4 		$209K Sell
2,735
-748
-21% -$52K 0.01% 385
2023
Q3 		$241K Buy
3,483
+500
+17% +$40.2K 0.02% 360
2023
Q2 		$281K Buy
2,983
+237
+9% +$20.6K 0.02% 334
2023
Q1 		$227K Hold
2,746
– – 0.02% 336
2022
Q4 		$205K Sell
2,746
-355
-11% -$27.4K 0.02% 368
2022
Q3 		$256K Buy
3,101
+27
+0.9% +$2.6K 0.02% 340
2022
Q2 		$292K Buy
3,074
+100
+3% +$10.4K 0.02% 321
2022
Q1 		$350K Sell
2,974
-66
-2% -$7.4K 0.02% 334
2021
Q4 		$394K Buy
3,040
+348
+13% +$40.6K 0.02% 295
2021
Q3 		$305K Sell
2,692
-171
-6% -$19.5K 0.02% 328
2021
Q2 		$296K Buy
2,863
+339
+13% +$32K 0.02% 339
2021
Q1 		$211K Buy
2,524
+42
+2% +$3.55K 0.02% 346
2020
Q4 		$226K Buy
+2,482
New +$206K 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 $3.37T 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

SteelPeak Wealth's EW Position: Q2 2026 in Review

SteelPeak Wealth increased its Edwards Lifesciences (EW) stake by 148% in Q2 2026, buying an estimated $595K and bringing the position to 11,897 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #303.

SteelPeak Wealth first reported a position in EW in Q4 2020 and has held it in 23 quarters since. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • SteelPeak Wealth held 11,897 shares of Edwards Lifesciences worth $1.08M as of Q2 2026.
  • SteelPeak Wealth bought 7,103 Edwards Lifesciences shares in Q2 2026, an estimated $595K.
  • Edwards Lifesciences made up 0.03% of SteelPeak Wealth's portfolio in Q2 2026, its #303 holding.
  • SteelPeak Wealth first reported a position in Edwards Lifesciences in Q4 2020 and has held it in 23 quarters since.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

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