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USA Financial Formulas’s Edwards Lifesciences EW Stock Holding History

USA Financial Formulas’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
-2,156
Closed -$173K – 455
2026
Q1 		$173K Sell
2,156
-7,858
-78% -$648K 0.03% 136
2025
Q4 		$854K Sell
10,014
-5,435
-35% -$446K 0.16% 40
2025
Q3 		$1.2M Sell
15,449
-1,585
-9% -$124K 0.21% 33
2025
Q2 		$1.33M Buy
+17,034
New +$1.27M 0.23% 39
2022
Q1 		– Sell
-779
Closed -$101K – 394
2021
Q4 		$101K Buy
779
+758
+3,610% +$88.4K 0.09% 121
2021
Q3 		$2K Sell
21
-33
-61% -$3.77K ﹤0.01% 314
2021
Q2 		$6K Sell
54
-30
-36% -$2.83K 0.01% 253
2021
Q1 		$7K Buy
84
+41
+95% +$3.47K 0.01% 225
2020
Q4 		$4K Sell
43
-71
-62% -$5.89K ﹤0.01% 205
2020
Q3 		$9K Sell
114
-2
-2% -$156 0.01% 156
2020
Q2 		$8K Buy
116
+44
+61% +$3.13K 0.01% 88
2020
Q1 		$5K Sell
72
-21,555
-100% -$1.55M ﹤0.01% 158
2019
Q4 		$1.68M Buy
21,627
+21,624
+720,800% +$1.69M 0.7% 64
2019
Q3 		$0 Buy
+3
New +$211 ﹤0.01% 227
2017
Q4 		– Sell
-19,332
Closed -$704K – 286
2017
Q3 		$704K Buy
+19,332
New +$737K 0.17% 117
2016
Q4 		– Sell
-81,636
Closed -$3.28M – 285
2016
Q3 		$3.28M Buy
81,636
+2,346
+3% +$88.4K 0.84% 25
2016
Q2 		$2.64M Buy
+79,290
New +$2.71M 0.72% 52
2016
Q1 		– Sell
-156,024
Closed -$4.11M – 87
2015
Q4 		$4.11M Buy
+156,024
New +$4.05M 1.66% 23
2015
Q2 		– Sell
-96,786
Closed -$2.3M – 233
2015
Q1 		$2.3M Buy
96,786
+4,866
+5% +$109K 0.75% 45
2014
Q4 		$1.95M Buy
+91,920
New +$1.85M 0.67% 60

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

USA Financial Formulas's EW Position: Q2 2026 in Review

USA Financial Formulas sold out of Edwards Lifesciences (EW) in Q2 2026, closing a stake of 2,156 shares — an estimated $173K sold.

USA Financial Formulas first reported a position in EW in Q4 2014 and held it in 20 quarters. The position peaked at $4.11M in Q4 2015. 1,325 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • USA Financial Formulas reported no remaining Edwards Lifesciences position as of Q2 2026 after selling out during the quarter.
  • USA Financial Formulas sold 2,156 Edwards Lifesciences shares in Q2 2026, an estimated $173K.
  • USA Financial Formulas first reported a position in Edwards Lifesciences in Q4 2014 and held it in 20 quarters.
  • USA Financial Formulas's Edwards Lifesciences position peaked at $4.11M in Q4 2015.
  • 1,325 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.