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Wealth Architects’s Edwards Lifesciences EW Stock Holding History

Wealth Architects’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 		$254K Buy
2,812
+8
+0.3% +$670 0.02% 219
2026
Q1 		$225K Sell
2,804
-31
-1% -$2.56K 0.02% 219
2025
Q4 		$242K Hold
2,835
– – 0.02% 204
2025
Q3 		$220K Buy
2,835
+6
+0.2% +$469 0.02% 212
2025
Q2 		$221K Sell
2,829
-5
-0.2% -$373 0.02% 206
2025
Q1 		$205K Sell
2,834
-40
-1% -$2.86K 0.02% 221
2024
Q4 		$213K Buy
+2,874
New +$201K 0.02% 201
2024
Q3 		– Sell
-2,966
Closed -$274K – 215
2024
Q2 		$274K Buy
2,966
+9
+0.3% +$797 0.03% 172
2024
Q1 		$283K Buy
2,957
+7
+0.2% +$588 0.04% 164
2023
Q4 		$225K Buy
+2,950
New +$205K 0.03% 178
2023
Q3 		– Sell
-3,071
Closed -$290K – 192
2023
Q2 		$290K Sell
3,071
-71
-2% -$6.17K 0.05% 147
2023
Q1 		$260K Buy
3,142
+57
+2% +$4.48K 0.05% 151
2022
Q4 		$230K Buy
3,085
+27
+0.9% +$2.08K 0.04% 155
2022
Q3 		$253K Sell
3,058
-42
-1% -$4.04K 0.05% 143
2022
Q2 		$295K Sell
3,100
-88
-3% -$9.11K 0.06% 140
2022
Q1 		$375K Buy
3,188
+40
+1% +$4.49K 0.06% 134
2021
Q4 		$408K Sell
3,148
-386
-11% -$45K 0.07% 130
2021
Q3 		$400K Buy
3,534
+2
+0.1% +$228 0.08% 118
2021
Q2 		$366K Buy
3,532
+236
+7% +$22.2K 0.07% 119
2021
Q1 		$276K Buy
3,296
+94
+3% +$7.95K 0.06% 125
2020
Q4 		$292K Buy
3,202
+10
+0.3% +$829 0.07% 118
2020
Q3 		$255K Sell
3,192
-1
-0% -$78 0.07% 119
2020
Q2 		$221K Sell
3,193
-14
-0.4% -$995 0.06% 122
2020
Q1 		$202K Sell
3,207
-24
-0.7% -$1.73K 0.07% 118
2019
Q4 		$251K Buy
3,231
+9
+0.3% +$703 0.07% 111
2019
Q3 		$236K Buy
+3,222
New +$226K 0.07% 113
2019
Q2 		– Sell
-3,231
Closed -$206K – 133
2019
Q1 		$206K Buy
+3,231
New +$184K 0.06% 126

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

Wealth Architects's EW Position: Q2 2026 in Review

Wealth Architects increased its Edwards Lifesciences (EW) stake by 0.29% in Q2 2026, buying an estimated $670 and bringing the position to 2,812 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #219.

Wealth Architects first reported a position in EW in Q1 2019 and has held it in 27 quarters since. The position peaked at $408K in Q4 2021. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Wealth Architects held 2,812 shares of Edwards Lifesciences worth $254K as of Q2 2026.
  • Wealth Architects bought 8 Edwards Lifesciences shares in Q2 2026, an estimated $670.
  • Edwards Lifesciences made up 0.02% of Wealth Architects's portfolio in Q2 2026, its #219 holding.
  • Wealth Architects first reported a position in Edwards Lifesciences in Q1 2019 and has held it in 27 quarters since.
  • Wealth Architects's Edwards Lifesciences position peaked at $408K in Q4 2021.
  • 1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.