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Strategic Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Strategic 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 		$35K Hold
415
– – 0.03% 120
2026
Q1 		$33K Hold
415
– – 0.03% 126
2025
Q4 		$35K Buy
+415
New +$34.1K 0.03% 120

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

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

Strategic Wealth Advisors held its Edwards Lifesciences (EW) position steady in Q2 2026 at 415 shares worth $35K. The position accounts for 0.03% of the portfolio, ranked #120.

Strategic Wealth Advisors first reported a position in EW in Q4 2025 and has held it in 3 quarters since. 1,328 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Strategic Wealth Advisors held 415 shares of Edwards Lifesciences worth $35K as of Q2 2026.
  • Strategic Wealth Advisors left its Edwards Lifesciences share count unchanged in Q2 2026.
  • Edwards Lifesciences made up 0.03% of Strategic Wealth Advisors's portfolio in Q2 2026, its #120 holding.
  • Strategic Wealth Advisors first reported a position in Edwards Lifesciences in Q4 2025 and has held it in 3 quarters since.
  • 1,328 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.