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Valmark Advisers’s Edwards Lifesciences EW Stock Holding History

Valmark Advisers’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 		$565K Buy
6,248
+72
+1% +$6.03K 0.01% 478
2026
Q1 		$495K Buy
6,176
+985
+19% +$81.2K 0.01% 469
2025
Q4 		$443K Hold
5,191
– – 0.01% 466
2025
Q3 		$404K Sell
5,191
-75
-1% -$5.86K 0.01% 478
2025
Q2 		$412K Sell
5,266
-15
-0.3% -$1.12K 0.01% 476
2025
Q1 		$383K Sell
5,281
-22
-0.4% -$1.57K 0.01% 470
2024
Q4 		$393K Buy
5,303
+6
+0.1% +$420 0.01% 462
2024
Q3 		$350K Sell
5,297
-57
-1% -$4.14K 0.01% 472
2024
Q2 		$495K Sell
5,354
-257
-5% -$22.8K 0.01% 391
2024
Q1 		$536K Buy
5,611
+694
+14% +$58.3K 0.01% 370
2023
Q4 		$375K Buy
4,917
+825
+20% +$57.4K 0.01% 392
2023
Q3 		$283K Hold
4,092
– – 0.01% 402
2023
Q2 		$386K Hold
4,092
– – 0.01% 367
2023
Q1 		$339K Sell
4,092
-15
-0.4% -$1.18K 0.01% 370
2022
Q4 		$306K Buy
4,107
+1,326
+48% +$102K 0.01% 365
2022
Q3 		$230K Buy
2,781
+282
+11% +$27.1K ﹤0.01% 379
2022
Q2 		$238K Sell
2,499
-89
-3% -$9.21K ﹤0.01% 378
2022
Q1 		$305K Buy
+2,588
New +$290K 0.01% 369

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

Valmark Advisers's EW Position: Q2 2026 in Review

Valmark Advisers increased its Edwards Lifesciences (EW) stake by 1.2% in Q2 2026, buying an estimated $6.03K and bringing the position to 6,248 shares worth $565K. The position accounts for 0.01% of the portfolio, ranked #478.

Valmark Advisers first reported a position in EW in Q1 2022 and has held it in 18 quarters since. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Valmark Advisers held 6,248 shares of Edwards Lifesciences worth $565K as of Q2 2026.
  • Valmark Advisers bought 72 Edwards Lifesciences shares in Q2 2026, an estimated $6.03K.
  • Edwards Lifesciences made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #478 holding.
  • Valmark Advisers first reported a position in Edwards Lifesciences in Q1 2022 and has held it in 18 quarters since.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.