Tradewinds Capital Management’s Edwards Lifesciences EW Stock Holding History

Tradewinds Capital 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	$38.4K	Buy	425 +20	+5%	+$1.68K	0.01%	248
2026 Q1	$32.4K	Hold	405	–	–	0.01%	269
2025 Q4	$34.5K	Hold	405	–	–	0.01%	254
2025 Q3	$31.5K	Hold	405	–	–	0.01%	253
2025 Q2	$31.7K	Hold	405	–	–	0.01%	240
2025 Q1	$29.4K	Buy	405 +205	+103%	+$14.7K	0.01%	246
2024 Q4	$14.8K	Buy	+200	New	+$14K	﹤0.01%	331
2018 Q3	–	Sell	-1,200	Closed	-$58K	–	645
2018 Q2	$58K	Hold	1,200	–	–	0.02%	194
2018 Q1	$56K	Hold	1,200	–	–	0.03%	190
2017 Q4	$45K	Hold	1,200	–	–	0.02%	216
2017 Q3	$44K	Hold	1,200	–	–	0.02%	218
2017 Q2	$47K	Hold	1,200	–	–	0.02%	211
2017 Q1	$38K	Hold	1,200	–	–	0.02%	228
2016 Q4	$37K	Hold	1,200	–	–	0.02%	230
2016 Q3	$48K	Hold	1,200	–	–	0.03%	195
2016 Q2	$40K	Hold	1,200	–	–	0.03%	221
2016 Q1	$35K	Hold	1,200	–	–	0.02%	258
2015 Q4	$32K	Hold	1,200	–	–	0.02%	259
2015 Q3	$28K	Hold	1,200	–	–	0.02%	261
2015 Q2	$28K	Hold	1,200	–	–	0.02%	293
2015 Q1	$28K	Hold	1,200	–	–	0.02%	265
2014 Q4	$25K	Hold	1,200	–	–	0.02%	276
2014 Q3	$20K	Hold	1,200	–	–	0.02%	300
2014 Q2	$17K	Hold	1,200	–	–	0.01%	316
2014 Q1	$15K	Hold	1,200	–	–	0.01%	340
2013 Q4	$13K	Buy	+1,200	New	+$13.5K	0.01%	345

Other funds holding EW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

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

Tradewinds Capital Management's EW Position: Q2 2026 in Review

Tradewinds Capital Management increased its Edwards Lifesciences (EW) stake by 4.9% in Q2 2026, buying an estimated $1.68K and bringing the position to 425 shares worth $38.4K. The position accounts for 0.01% of the portfolio, ranked #248.

Tradewinds Capital Management first reported a position in EW in Q4 2013 and has held it in 26 quarters since. The position peaked at $58K in Q2 2018. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Tradewinds Capital Management held 425 shares of Edwards Lifesciences worth $38.4K as of Q2 2026.
Tradewinds Capital Management bought 20 Edwards Lifesciences shares in Q2 2026, an estimated $1.68K.
Edwards Lifesciences made up 0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #248 holding.
Tradewinds Capital Management first reported a position in Edwards Lifesciences in Q4 2013 and has held it in 26 quarters since.
Tradewinds Capital Management's Edwards Lifesciences position peaked at $58K in Q2 2018.
1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.