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 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) 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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

TIM

Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return

Values Added Financial's EW Position: Q2 2026 in Review

Values Added Financial increased its Edwards Lifesciences (EW) stake by 0.58% in Q2 2026, buying an estimated $4.69K and bringing the position to 9,654 shares worth $873K. The position accounts for 0.32% of the portfolio, ranked #57.

Values Added Financial first reported a position in EW in Q2 2023 and has held it in 13 quarters since. The position peaked at $889K in Q1 2024. 501 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Values Added Financial held 9,654 shares of Edwards Lifesciences worth $873K as of Q2 2026.
Values Added Financial bought 56 Edwards Lifesciences shares in Q2 2026, an estimated $4.69K.
Edwards Lifesciences made up 0.32% of Values Added Financial's portfolio in Q2 2026, its #57 holding.
Values Added Financial first reported a position in Edwards Lifesciences in Q2 2023 and has held it in 13 quarters since.
Values Added Financial's Edwards Lifesciences position peaked at $889K in Q1 2024.
501 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.