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TriaGen Wealth Management’s Edwards Lifesciences EW Stock Holding History

TriaGen Wealth 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 		$2.32M Sell
25,673
-24,618
-49% -$2.06M 0.58% 47
2026
Q1 		$4.03M Sell
50,291
-3,107
-6% -$256K 1.1% 15
2025
Q4 		$4.55M Buy
+53,398
New +$4.38M 1.18% 13

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

TriaGen Wealth Management's EW Position: Q2 2026 in Review

TriaGen Wealth Management reduced its Edwards Lifesciences (EW) stake by 49% in Q2 2026, selling an estimated $2.06M and leaving 25,673 shares worth $2.32M. The position accounts for 0.58% of the portfolio, ranked #47.

TriaGen Wealth Management first reported a position in EW in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.55M in Q4 2025. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • TriaGen Wealth Management held 25,673 shares of Edwards Lifesciences worth $2.32M as of Q2 2026.
  • TriaGen Wealth Management sold 24,618 Edwards Lifesciences shares in Q2 2026, an estimated $2.06M.
  • Edwards Lifesciences made up 0.58% of TriaGen Wealth Management's portfolio in Q2 2026, its #47 holding.
  • TriaGen Wealth Management first reported a position in Edwards Lifesciences in Q4 2025 and has held it in 3 quarters since.
  • TriaGen Wealth Management's Edwards Lifesciences position peaked at $4.55M in Q4 2025.
  • 1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.