Trifecta Capital Advisors’s Edwards Lifesciences EW Stock Holding History

Trifecta Capital Advisors’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	$394K	Hold	4,350	–	–	0.05%	82
2026 Q1	$348K	Hold	4,350	–	–	0.05%	79
2025 Q4	$371K	Sell	4,350 -17	-0.4%	-$1.4K	0.05%	80
2025 Q3	$340K	Hold	4,367	–	–	0.05%	82
2025 Q2	$342K	Buy	4,367 +4,350	+25,588%	+$324K	0.06%	80
2025 Q1	$1.23K	Sell	17 -300	-95%	-$21.5K	﹤0.01%	356
2024 Q4	$23.5K	Buy	317 +17	+6%	+$1.19K	﹤0.01%	180
2024 Q3	$19.8K	Hold	300	–	–	﹤0.01%	191
2024 Q2	$27.7K	Hold	300	–	–	0.01%	168
2024 Q1	$28.7K	Hold	300	–	–	0.01%	157
2023 Q4	$22.9K	Hold	300	–	–	0.01%	168
2023 Q3	$20.8K	Hold	300	–	–	0.01%	178
2023 Q2	$28.3K	Hold	300	–	–	0.01%	172
2023 Q1	$24.8K	Sell	300 -80	-21%	-$6.29K	0.01%	175
2022 Q4	$28.4K	Buy	+380	New	+$29.3K	0.01%	153

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

Trifecta Capital Advisors's EW Position: Q2 2026 in Review

Trifecta Capital Advisors held its Edwards Lifesciences (EW) position steady in Q2 2026 at 4,350 shares worth $394K. The position accounts for 0.05% of the portfolio, ranked #82.

Trifecta Capital Advisors first reported a position in EW in Q4 2022 and has held it in 15 quarters since. 1,334 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Trifecta Capital Advisors held 4,350 shares of Edwards Lifesciences worth $394K as of Q2 2026.
Trifecta Capital Advisors left its Edwards Lifesciences share count unchanged in Q2 2026.
Edwards Lifesciences made up 0.05% of Trifecta Capital Advisors's portfolio in Q2 2026, its #82 holding.
Trifecta Capital Advisors first reported a position in Edwards Lifesciences in Q4 2022 and has held it in 15 quarters since.
1,334 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.