WI
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WBI Investments’s Edwards Lifesciences EW Stock Holding History

WBI Investments’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 		$834K Buy
+9,220
New +$772K 0.21% 130
2020
Q1 		– Sell
-47,964
Closed -$3.73M – 130
2019
Q4 		$3.73M Buy
+47,964
New +$3.75M 0.4% 60

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

WBI Investments's EW Position: Q2 2026 in Review

WBI Investments opened a new position in Edwards Lifesciences (EW) in Q2 2026: 9,220 shares worth $834K. The stake represents 0.21% of the portfolio and ranks #130 among its holdings. This is a return to the name: WBI Investments previously reported a position in EW as recently as Q4 2019.

WBI Investments first reported a position in EW in Q4 2019 and has held it in 2 quarters since. The position peaked at $3.73M in Q4 2019. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • WBI Investments held 9,220 shares of Edwards Lifesciences worth $834K as of Q2 2026.
  • Edwards Lifesciences was a new WBI Investments position in Q2 2026.
  • Edwards Lifesciences made up 0.21% of WBI Investments's portfolio in Q2 2026, its #130 holding.
  • WBI Investments first reported a position in Edwards Lifesciences in Q4 2019 and has held it in 2 quarters since.
  • WBI Investments's Edwards Lifesciences position peaked at $3.73M in Q4 2019.
  • 1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.