VWA
EW icon

Valued Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Valued 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 		$5.7K Sell
63
-11
-15% -$921 ﹤0.01% 422
2026
Q1 		$5.93K Buy
+74
New +$6.1K ﹤0.01% 368
2024
Q3 		– Sell
-2
Closed -$185 – 647
2024
Q2 		$185 Hold
2
– – ﹤0.01% 566
2024
Q1 		$192 Hold
2
– – ﹤0.01% 553
2023
Q4 		$139 Buy
+2
New +$139 ﹤0.01% 522

Other funds holding EW

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
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
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Valued Wealth Advisors reduced its Edwards Lifesciences (EW) stake by 15% in Q2 2026, selling an estimated $921 and leaving 63 shares worth $5.7K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Valued Wealth Advisors first reported a position in EW in Q4 2023 and has held it in 5 quarters since. The position peaked at $5.93K in Q1 2026. 372 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Valued Wealth Advisors held 63 shares of Edwards Lifesciences worth $5.7K as of Q2 2026.
  • Valued Wealth Advisors sold 11 Edwards Lifesciences shares in Q2 2026, an estimated $921.
  • Edwards Lifesciences made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #422 holding.
  • Valued Wealth Advisors first reported a position in Edwards Lifesciences in Q4 2023 and has held it in 5 quarters since.
  • Valued Wealth Advisors's Edwards Lifesciences position peaked at $5.93K in Q1 2026.
  • 372 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.