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Twin Peaks Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Twin Peaks 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 		– Sell
-476
Closed -$38.1K – 862
2026
Q1 		$38.1K Buy
+476
New +$39.2K 0.01% 501
2025
Q3 		– Sell
-283
Closed -$21.8K – 785
2025
Q2 		$21.8K Buy
+283
New +$21.1K 0.01% 574

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

Twin Peaks Wealth Advisors's EW Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Edwards Lifesciences (EW) in Q2 2026, closing a stake of 476 shares — an estimated $38.1K sold.

Twin Peaks Wealth Advisors first reported a position in EW in Q2 2025 and held it in 2 quarters. The position peaked at $38.1K in Q1 2026. 1,335 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Edwards Lifesciences position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 476 Edwards Lifesciences shares in Q2 2026, an estimated $38.1K.
  • Twin Peaks Wealth Advisors first reported a position in Edwards Lifesciences in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Edwards Lifesciences position peaked at $38.1K in Q1 2026.
  • 1,335 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

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