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Synergy Investment Management’s Edwards Lifesciences EW Stock Holding History

Synergy Investment Management’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 		$32.3K Buy
361
+73
+25% +$6.12K 0.01% 446
2026
Q1 		$23.1K Buy
+288
New +$23.7K 0.01% 378
2025
Q2 		– Sell
-302
Closed -$21.9K – 230
2025
Q1 		$21.9K Hold
302
– – 0.01% 303
2024
Q4 		$22.4K Buy
+302
New +$21.1K 0.01% 310

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Vanguard Portfolio Management
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Synergy Investment Management's EW Position: Q2 2026 in Review

Synergy Investment Management increased its Edwards Lifesciences (EW) stake by 25% in Q2 2026, buying an estimated $6.12K and bringing the position to 361 shares worth $32.3K. The position accounts for 0.01% of the portfolio, ranked #446.

Synergy Investment Management first reported a position in EW in Q4 2024 and has held it in 4 quarters since. 1,338 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Synergy Investment Management held 361 shares of Edwards Lifesciences worth $32.3K as of Q2 2026.
  • Synergy Investment Management bought 73 Edwards Lifesciences shares in Q2 2026, an estimated $6.12K.
  • Edwards Lifesciences made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #446 holding.
  • Synergy Investment Management first reported a position in Edwards Lifesciences in Q4 2024 and has held it in 4 quarters since.
  • 1,338 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.