Symphony Financial Services’s Edwards Lifesciences EW Stock Holding History

Symphony Financial Services’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	$603K	Sell	6,670 -100	-1%	-$8.38K	0.27%	50
2026 Q1	$542K	Sell	6,770 -105	-2%	-$8.66K	0.28%	51
2025 Q4	$586K	Sell	6,875 -150	-2%	-$12.3K	0.3%	50
2025 Q3	$546K	Sell	7,025 -200	-3%	-$15.6K	0.29%	48
2025 Q2	$565K	Sell	7,225 -100	-1%	-$7.46K	0.34%	36
2025 Q1	$531K	Sell	7,325 -600	-8%	-$42.9K	0.35%	39
2024 Q4	$587K	Sell	7,925 -25	-0.3%	-$1.75K	0.47%	37
2024 Q3	$525K	Buy	7,950 +525	+7%	+$38.1K	0.45%	39
2024 Q2	$682K	Buy	+7,425	New	+$658K	0.59%	33

Other funds holding EW

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SIM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Symphony Financial Services's EW Position: Q2 2026 in Review

Symphony Financial Services reduced its Edwards Lifesciences (EW) stake by 1.5% in Q2 2026, selling an estimated $8.38K and leaving 6,670 shares worth $603K. The position accounts for 0.27% of the portfolio, ranked #50.

Symphony Financial Services first reported a position in EW in Q2 2024 and has held it in 9 quarters since. The position peaked at $682K in Q2 2024. 563 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Symphony Financial Services held 6,670 shares of Edwards Lifesciences worth $603K as of Q2 2026.
Symphony Financial Services sold 100 Edwards Lifesciences shares in Q2 2026, an estimated $8.38K.
Edwards Lifesciences made up 0.27% of Symphony Financial Services's portfolio in Q2 2026, its #50 holding.
Symphony Financial Services first reported a position in Edwards Lifesciences in Q2 2024 and has held it in 9 quarters since.
Symphony Financial Services's Edwards Lifesciences position peaked at $682K in Q2 2024.
563 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.