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Tulsa Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Tulsa Wealth 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 		$709K Buy
7,843
+384
+5% +$32.2K 0.1% 86
2026
Q1 		$597K Sell
7,459
-1,971
-21% -$162K 0.1% 88
2025
Q4 		$804K Buy
+9,430
New +$774K 0.27% 55

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

Tulsa Wealth Advisors's EW Position: Q2 2026 in Review

Tulsa Wealth Advisors increased its Edwards Lifesciences (EW) stake by 5.1% in Q2 2026, buying an estimated $32.2K and bringing the position to 7,843 shares worth $709K. The position accounts for 0.1% of the portfolio, ranked #86.

Tulsa Wealth Advisors first reported a position in EW in Q4 2025 and has held it in 3 quarters since. The position peaked at $804K in Q4 2025. 1,323 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Tulsa Wealth Advisors held 7,843 shares of Edwards Lifesciences worth $709K as of Q2 2026.
  • Tulsa Wealth Advisors bought 384 Edwards Lifesciences shares in Q2 2026, an estimated $32.2K.
  • Edwards Lifesciences made up 0.1% of Tulsa Wealth Advisors's portfolio in Q2 2026, its #86 holding.
  • Tulsa Wealth Advisors first reported a position in Edwards Lifesciences in Q4 2025 and has held it in 3 quarters since.
  • Tulsa Wealth Advisors's Edwards Lifesciences position peaked at $804K in Q4 2025.
  • 1,323 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Tulsa Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.