Virtus Investment Advisers’s Edwards Lifesciences EW Stock Holding History

Virtus Investment 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	$1.95M	Sell	21,594 -1,106	-5%	-$92.7K	0.46%	51
2026 Q1	$1.82M	Sell	22,700 -507	-2%	-$41.8K	0.5%	55
2025 Q4	$1.98M	Buy	+23,207	New	+$1.9M	0.54%	49
2018 Q1	–	Sell	-12,186	Closed	-$458K	–	148
2017 Q4	$458K	Sell	12,186 -1,116	-8%	-$41K	0.05%	306
2017 Q3	$485K	Sell	13,302 -1,398	-10%	-$53.3K	0.05%	318
2017 Q2	$579K	Sell	14,700 -4,137	-22%	-$151K	0.06%	306
2017 Q1	$591K	Sell	18,837 -2,034	-10%	-$63.7K	0.05%	307
2016 Q4	$652K	Sell	20,871 -19,098	-48%	-$619K	0.05%	333
2016 Q3	$1.61M	Buy	+39,969	New	+$1.51M	0.1%	243

Other funds holding EW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Virtus Investment Advisers's EW Position: Q2 2026 in Review

Virtus Investment Advisers reduced its Edwards Lifesciences (EW) stake by 4.9% in Q2 2026, selling an estimated $92.7K and leaving 21,594 shares worth $1.95M. The position accounts for 0.46% of the portfolio, ranked #51.

Virtus Investment Advisers first reported a position in EW in Q3 2016 and has held it in 9 quarters since. The position peaked at $1.98M in Q4 2025. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Virtus Investment Advisers held 21,594 shares of Edwards Lifesciences worth $1.95M as of Q2 2026.
Virtus Investment Advisers sold 1,106 Edwards Lifesciences shares in Q2 2026, an estimated $92.7K.
Edwards Lifesciences made up 0.46% of Virtus Investment Advisers's portfolio in Q2 2026, its #51 holding.
Virtus Investment Advisers first reported a position in Edwards Lifesciences in Q3 2016 and has held it in 9 quarters since.
Virtus Investment Advisers's Edwards Lifesciences position peaked at $1.98M in Q4 2025.
1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.