TWM
EW icon

Trueblood Wealth Management’s Edwards Lifesciences EW Stock Holding History

Trueblood 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 		$439K Hold
4,855
– – 0.15% 171
2026
Q1 		$389K Sell
4,855
-171
-3% -$14.1K 0.15% 174
2025
Q4 		$428K Hold
5,026
– – 0.17% 166
2025
Q3 		$391K Buy
5,026
+69
+1% +$5.39K 0.15% 174
2025
Q2 		$388K Buy
4,957
+8
+0.2% +$597 0.16% 173
2025
Q1 		$359K Buy
4,949
+1,256
+34% +$89.9K 0.17% 167
2024
Q4 		$273K Hold
3,693
– – 0.13% 195
2024
Q3 		$244K Buy
3,693
+13
+0.4% +$945 0.12% 193
2024
Q2 		$340K Buy
3,680
+8
+0.2% +$708 0.19% 146
2024
Q1 		$351K Buy
3,672
+969
+36% +$81.4K 0.2% 141
2023
Q4 		$206K Buy
+2,703
New +$188K 0.13% 200

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

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

Trueblood Wealth Management held its Edwards Lifesciences (EW) position steady in Q2 2026 at 4,855 shares worth $439K. The position accounts for 0.15% of the portfolio, ranked #171.

Trueblood Wealth Management first reported a position in EW in Q4 2023 and has held it in 11 quarters since. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Trueblood Wealth Management held 4,855 shares of Edwards Lifesciences worth $439K as of Q2 2026.
  • Trueblood Wealth Management left its Edwards Lifesciences share count unchanged in Q2 2026.
  • Edwards Lifesciences made up 0.15% of Trueblood Wealth Management's portfolio in Q2 2026, its #171 holding.
  • Trueblood Wealth Management first reported a position in Edwards Lifesciences in Q4 2023 and has held it in 11 quarters since.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.