Waddell & Associates’s Edwards Lifesciences EW Stock Holding History

Waddell & Associates’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	$1.01M	Sell	11,177 -1,211	-10%	-$101K	0.05%	132
2026 Q1	$992K	Buy	12,388 +42	+0.3%	+$3.46K	0.06%	114
2025 Q4	$1.05M	Buy	12,346 +1,025	+9%	+$84.1K	0.07%	87
2025 Q3	$880K	Buy	11,321 +1,847	+19%	+$144K	0.07%	79
2025 Q2	$741K	Sell	9,474 -41	-0.4%	-$3.06K	0.08%	71
2025 Q1	$690K	Hold	9,515	–	–	0.08%	62
2024 Q4	$704K	Hold	9,515	–	–	0.07%	67
2024 Q3	$628K	Buy	9,515 +80	+0.8%	+$5.81K	0.08%	67
2024 Q2	$872K	Buy	9,435 +880	+10%	+$77.9K	0.11%	54
2024 Q1	$818K	Sell	8,555 -3,078	-26%	-$259K	0.11%	55
2023 Q4	$887K	Hold	11,633	–	–	0.12%	50
2023 Q3	$806K	Sell	11,633 -105	-0.9%	-$8.44K	0.12%	58
2023 Q2	$1.11M	Hold	11,738	–	–	0.16%	49
2023 Q1	$971K	Hold	11,738	–	–	0.15%	50
2022 Q4	$876K	Hold	11,738	–	–	0.15%	49
2022 Q3	$970K	Hold	11,738	–	–	0.19%	41
2022 Q2	$1.12M	Buy	11,738 +23	+0.2%	+$2.38K	0.23%	39
2022 Q1	$1.38M	Buy	11,715 +2,400	+26%	+$269K	0.22%	33
2021 Q4	$1.21M	Hold	9,315	–	–	0.19%	35
2021 Q3	$1.05M	Hold	9,315	–	–	0.18%	39
2021 Q2	$965	Buy	+9,315	New	+$878K	0.15%	36

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

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

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Waddell & Associates's EW Position: Q2 2026 in Review

Waddell & Associates reduced its Edwards Lifesciences (EW) stake by 9.8% in Q2 2026, selling an estimated $101K and leaving 11,177 shares worth $1.01M. The position accounts for 0.05% of the portfolio, ranked #132.

Waddell & Associates first reported a position in EW in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.38M in Q1 2022. 327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Waddell & Associates held 11,177 shares of Edwards Lifesciences worth $1.01M as of Q2 2026.
Waddell & Associates sold 1,211 Edwards Lifesciences shares in Q2 2026, an estimated $101K.
Edwards Lifesciences made up 0.05% of Waddell & Associates's portfolio in Q2 2026, its #132 holding.
Waddell & Associates first reported a position in Edwards Lifesciences in Q2 2021 and has held it in 21 quarters since.
Waddell & Associates's Edwards Lifesciences position peaked at $1.38M in Q1 2022.
327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.