United Asset Strategies’s Edwards Lifesciences EW Stock Holding History

United Asset Strategies’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	$17.4M	Sell	192,582 -1,282	-0.7%	-$107K	1.23%	21
2026 Q1	$15.5M	Buy	193,864 +2,119	+1%	+$175K	1.24%	23
2025 Q4	$16.3M	Buy	191,745 +2,434	+1%	+$200K	1.26%	23
2025 Q3	$14.7M	Buy	189,311 +2,692	+1%	+$210K	1.18%	26
2025 Q2	$14.6M	Buy	186,619 +1,048	+0.6%	+$78.2K	1.25%	21
2025 Q1	$13.5M	Buy	185,571 +17,412	+10%	+$1.25M	1.25%	26
2024 Q4	$12.4M	Buy	168,159 +8,242	+5%	+$577K	1.14%	27
2024 Q3	$10.6M	Buy	159,917 +6,129	+4%	+$445K	0.98%	35
2024 Q2	$14.2M	Buy	153,788 +3,278	+2%	+$290K	1.4%	21
2024 Q1	$14.4M	Buy	150,510 +141,387	+1,550%	+$11.9M	1.44%	18
2023 Q4	$696K	Buy	9,123 +1,142	+14%	+$79.5K	0.08%	171
2023 Q3	$553K	Buy	+7,981	New	+$641K	0.07%	174

Other funds holding EW

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SIM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

United Asset Strategies's EW Position: Q2 2026 in Review

United Asset Strategies reduced its Edwards Lifesciences (EW) stake by 0.66% in Q2 2026, selling an estimated $107K and leaving 192,582 shares worth $17.4M. The position accounts for 1.23% of the portfolio, ranked #21.

United Asset Strategies first reported a position in EW in Q3 2023 and has held it in 12 quarters since. 327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

United Asset Strategies held 192,582 shares of Edwards Lifesciences worth $17.4M as of Q2 2026.
United Asset Strategies sold 1,282 Edwards Lifesciences shares in Q2 2026, an estimated $107K.
Edwards Lifesciences made up 1.23% of United Asset Strategies's portfolio in Q2 2026, its #21 holding.
United Asset Strategies first reported a position in Edwards Lifesciences in Q3 2023 and has held it in 12 quarters since.
327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.