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Summit Financial’s Edwards Lifesciences EW Stock Holding History

Summit Financial’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 		$517K Sell
5,717
-106
-2% -$8.88K 0.01% 1076
2026
Q1 		$466K Buy
5,823
+635
+12% +$52.4K 0.01% 1024
2025
Q4 		$442K Sell
5,188
-3,403
-40% -$279K 0.01% 927
2025
Q3 		$668K Buy
8,591
+4,866
+131% +$380K 0.01% 780
2025
Q2 		$291K Sell
3,725
-396
-10% -$29.5K 0.01% 690
2025
Q1 		$299K Sell
4,121
-1,955
-32% -$140K 0.01% 611
2024
Q4 		$450K Buy
6,076
+288
+5% +$20.2K 0.02% 464
2024
Q3 		$382K Buy
5,788
+1,795
+45% +$130K 0.02% 420
2024
Q2 		$369K Buy
3,993
+1,143
+40% +$101K 0.02% 377
2024
Q1 		$272K Buy
+2,850
New +$239K 0.02% 331
2023
Q4 		– Sell
-9,658
Closed -$669K – 358
2023
Q3 		$669K Buy
9,658
+776
+9% +$62.4K 0.05% 204
2023
Q2 		$838K Buy
+8,882
New +$772K 0.06% 171

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

Summit Financial's EW Position: Q2 2026 in Review

Summit Financial reduced its Edwards Lifesciences (EW) stake by 1.8% in Q2 2026, selling an estimated $8.88K and leaving 5,717 shares worth $517K. The position accounts for 0.01% of the portfolio, ranked #1076.

Summit Financial first reported a position in EW in Q2 2023 and has held it in 12 quarters since. The position peaked at $838K in Q2 2023. 1,334 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Summit Financial held 5,717 shares of Edwards Lifesciences worth $517K as of Q2 2026.
  • Summit Financial sold 106 Edwards Lifesciences shares in Q2 2026, an estimated $8.88K.
  • Edwards Lifesciences made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1076 holding.
  • Summit Financial first reported a position in Edwards Lifesciences in Q2 2023 and has held it in 12 quarters since.
  • Summit Financial's Edwards Lifesciences position peaked at $838K in Q2 2023.
  • 1,334 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.