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Venturi Wealth Management’s Edwards Lifesciences EW Stock Holding History

Venturi Wealth Management’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 		$324K Buy
+3,586
New +$300K 0.01% 482
2025
Q1 		– Sell
-2,683
Closed -$199K – 972
2024
Q4 		$199K Buy
2,683
+2,442
+1,013% +$171K 0.01% 547
2024
Q3 		$15.9K Sell
241
-314
-57% -$22.8K ﹤0.01% 1081
2024
Q2 		$51.3K Buy
555
+320
+136% +$28.3K ﹤0.01% 657
2024
Q1 		$22.5K Buy
235
+47
+25% +$3.95K ﹤0.01% 705
2023
Q4 		$14.3K Buy
188
+13
+7% +$905 ﹤0.01% 789
2023
Q3 		$12.1K Buy
175
+52
+42% +$4.18K ﹤0.01% 761
2023
Q2 		$11.6K Buy
123
+45
+58% +$3.91K ﹤0.01% 634
2023
Q1 		$6.45K Buy
+78
New +$6.13K ﹤0.01% 784

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

Venturi Wealth Management's EW Position: Q2 2026 in Review

Venturi Wealth Management opened a new position in Edwards Lifesciences (EW) in Q2 2026: 3,586 shares worth $324K. The stake represents 0.01% of the portfolio and ranks #482 among its holdings. This is a return to the name: Venturi Wealth Management previously reported a position in EW as recently as Q4 2024.

Venturi Wealth Management first reported a position in EW in Q1 2023 and has held it in 9 quarters since. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Venturi Wealth Management held 3,586 shares of Edwards Lifesciences worth $324K as of Q2 2026.
  • Edwards Lifesciences was a new Venturi Wealth Management position in Q2 2026.
  • Edwards Lifesciences made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #482 holding.
  • Venturi Wealth Management first reported a position in Edwards Lifesciences in Q1 2023 and has held it in 9 quarters since.
  • 1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.