Waterfront Wealth’s Edwards Lifesciences EW Stock Holding History

Waterfront Wealth’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	$1.46M	Buy	16,579 +83	+0.5%	+$7.38K	0.23%	126
2026 Q2	$1.52M	Buy	16,496 +155	+0.9%	+$13K	0.24%	122
2026 Q1	$1.31M	Buy	16,341 +887	+6%	+$73.1K	0.24%	127
2025 Q4	$1.3M	Buy	15,454 +46	+0.3%	+$3.78K	0.25%	121
2025 Q3	$1.18M	Buy	15,408 +7	+0%	+$547	0.24%	126
2025 Q2	$1.2M	Sell	15,401 -507	-3%	-$37.8K	0.27%	109
2025 Q1	$1.15M	Buy	15,908 +43	+0.3%	+$3.08K	0.28%	109
2024 Q4	$1.17M	Buy	15,865 +4,899	+45%	+$343K	0.29%	110
2024 Q3	$776K	Buy	+10,966	New	+$797K	0.19%	155

Other funds holding EW

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Waterfront Wealth's EW Position: Q3 2026 in Review

Waterfront Wealth increased its Edwards Lifesciences (EW) stake by 0.5% in Q3 2026, buying an estimated $7.38K and bringing the position to 16,579 shares worth $1.46M. The position accounts for 0.23% of the portfolio, ranked #126.

Waterfront Wealth first reported a position in EW in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.52M in Q2 2026. 782 funds tracked by Wall St. Rank hold EW as of Q3 2026.

Waterfront Wealth held 16,579 shares of Edwards Lifesciences worth $1.46M as of Q3 2026.
Waterfront Wealth bought 83 Edwards Lifesciences shares in Q3 2026, an estimated $7.38K.
Edwards Lifesciences made up 0.23% of Waterfront Wealth's portfolio in Q3 2026, its #126 holding.
Waterfront Wealth first reported a position in Edwards Lifesciences in Q3 2024 and has held it in 9 quarters since.
Waterfront Wealth's Edwards Lifesciences position peaked at $1.52M in Q2 2026.
782 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.