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Summit Securities Group’s Edwards Lifesciences EW Stock Holding History

Summit Securities Group’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 		$12.1K Buy
134
+38
+40% +$3.18K ﹤0.01% 810
2026
Q1 		$7.69K Sell
96
-767
-89% -$63.2K ﹤0.01% 714
2025
Q4 		$73.6K Sell
863
-150
-15% -$12.3K 0.01% 529
2025
Q3 		$78.8K Buy
1,013
+618
+156% +$48.3K 0.02% 449
2025
Q2 		$30.9K Buy
+395
New +$29.5K 0.01% 629
2025
Q1 		– Sell
-320
Closed -$23.7K – 884
2024
Q4 		$23.7K Buy
+320
New +$22.4K ﹤0.01% 363
2024
Q2 		– Sell
-2
Closed – – 636
2024
Q1 		$0 Buy
+2
New +$168 ﹤0.01% 594
2023
Q3 		– Sell
-793
Closed -$75K – 713
2023
Q2 		$75K Sell
793
-419
-35% -$36.4K 0.01% 330
2023
Q1 		$100K Sell
1,212
-3,443
-74% -$271K 0.01% 292
2022
Q4 		$347K Buy
4,655
+3,244
+230% +$250K 0.01% 303
2022
Q3 		$117K Buy
1,411
+112
+9% +$10.8K 0.01% 502
2022
Q2 		$124K Buy
1,299
+1,043
+407% +$108K 0.02% 376
2022
Q1 		$30K Buy
+256
New +$28.7K ﹤0.01% 662

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 Securities Group's EW Position: Q2 2026 in Review

Summit Securities Group increased its Edwards Lifesciences (EW) stake by 40% in Q2 2026, buying an estimated $3.18K and bringing the position to 134 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Summit Securities Group first reported a position in EW in Q1 2022 and has held it in 13 quarters since. The position peaked at $347K in Q4 2022. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Summit Securities Group held 134 shares of Edwards Lifesciences worth $12.1K as of Q2 2026.
  • Summit Securities Group bought 38 Edwards Lifesciences shares in Q2 2026, an estimated $3.18K.
  • Edwards Lifesciences made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #810 holding.
  • Summit Securities Group first reported a position in Edwards Lifesciences in Q1 2022 and has held it in 13 quarters since.
  • Summit Securities Group's Edwards Lifesciences position peaked at $347K in Q4 2022.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.