TWD
EW icon

True Wealth Design’s Edwards Lifesciences EW Stock Holding History

True Wealth Design’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 		$36K Buy
398
+12
+3% +$1K 0.01% 608
2026
Q1 		$30.9K Buy
386
+49
+15% +$4.04K 0.01% 548
2025
Q4 		$28.7K Sell
337
-25
-7% -$2.05K 0.01% 494
2025
Q3 		$28.2K Buy
362
+259
+251% +$20.2K 0.01% 483
2025
Q2 		$8.06K Buy
103
+22
+27% +$1.64K ﹤0.01% 652
2025
Q1 		$5.87K Buy
81
+61
+305% +$4.37K ﹤0.01% 636
2024
Q4 		$1.48K Buy
20
+4
+25% +$280 ﹤0.01% 817
2024
Q3 		$1.06K Buy
16
+5
+45% +$363 ﹤0.01% 963
2024
Q2 		$1.02K Buy
11
+4
+57% +$354 ﹤0.01% 506
2024
Q1 		$669 Buy
7
+3
+75% +$252 ﹤0.01% 559
2023
Q4 		$305 Hold
4
– – ﹤0.01% 598
2023
Q3 		$278 Hold
4
– – ﹤0.01% 576
2023
Q2 		$378 Sell
4
-5
-56% -$435 ﹤0.01% 518
2023
Q1 		$745 Buy
9
+5
+125% +$393 ﹤0.01% 443
2022
Q4 		$298 Buy
+4
New +$308 ﹤0.01% 585

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

True Wealth Design's EW Position: Q2 2026 in Review

True Wealth Design increased its Edwards Lifesciences (EW) stake by 3.1% in Q2 2026, buying an estimated $1K and bringing the position to 398 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #608.

True Wealth Design first reported a position in EW in Q4 2022 and has held it in 15 quarters since. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • True Wealth Design held 398 shares of Edwards Lifesciences worth $36K as of Q2 2026.
  • True Wealth Design bought 12 Edwards Lifesciences shares in Q2 2026, an estimated $1K.
  • Edwards Lifesciences made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #608 holding.
  • True Wealth Design first reported a position in Edwards Lifesciences in Q4 2022 and has held it in 15 quarters since.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.