Values Added Financial
EW icon

Values Added Financial’s Edwards Lifesciences EW Stock Holding History

Values Added Financial’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
Q3 		$832K Sell
9,634
-20
-0.2% -$1.78K 0.29% 56
2026
Q2 		$873K Buy
9,654
+56
+0.6% +$4.69K 0.32% 57
2026
Q1 		$769K Buy
9,598
+204
+2% +$16.8K 0.32% 56
2025
Q4 		$801K Buy
9,394
+42
+0.4% +$3.45K 0.34% 54
2025
Q3 		$727K Sell
9,352
-56
-0.6% -$4.38K 0.32% 56
2025
Q2 		$736K Sell
9,408
-45
-0.5% -$3.36K 0.36% 55
2025
Q1 		$685K Buy
9,453
+91
+1% +$6.51K 0.38% 52
2024
Q4 		$693K Buy
9,362
+16
+0.2% +$1.12K 0.4% 47
2024
Q3 		$617K Buy
9,346
+23
+0.2% +$1.67K 0.39% 45
2024
Q2 		$861K Buy
9,323
+21
+0.2% +$1.86K 0.62% 31
2024
Q1 		$889K Hold
9,302
– – 0.69% 29
2023
Q4 		$709K Sell
9,302
-16
-0.2% -$1.11K 0.58% 33
2023
Q3 		$646K Buy
9,318
+18
+0.2% +$1.45K 0.59% 35
2023
Q2 		$877K Buy
+9,300
New +$808K 0.82% 28

Other funds holding EW

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Seilern Investment Management
Seilern Investment Management London, United Kingdom $771M AUM 2.59% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Values Added Financial's EW Position: Q3 2026 in Review

Values Added Financial reduced its Edwards Lifesciences (EW) stake by 0.21% in Q3 2026, selling an estimated $1.78K and leaving 9,634 shares worth $832K. The position accounts for 0.29% of the portfolio, ranked #56.

Values Added Financial first reported a position in EW in Q2 2023 and has held it in 14 quarters since. The position peaked at $889K in Q1 2024. 481 funds tracked by Wall St. Rank hold EW as of Q3 2026.

  • Values Added Financial held 9,634 shares of Edwards Lifesciences worth $832K as of Q3 2026.
  • Values Added Financial sold 20 Edwards Lifesciences shares in Q3 2026, an estimated $1.78K.
  • Edwards Lifesciences made up 0.29% of Values Added Financial's portfolio in Q3 2026, its #56 holding.
  • Values Added Financial first reported a position in Edwards Lifesciences in Q2 2023 and has held it in 14 quarters since.
  • Values Added Financial's Edwards Lifesciences position peaked at $889K in Q1 2024.
  • 481 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.