Wealth Enhancement Advisory Services’s Edwards Lifesciences EW Stock Holding History

Wealth Enhancement Advisory Services’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	$7.95M	Buy	89,705 +865	+1%	+$72.5K	0.01%	778
2026 Q1	$6.94M	Sell	88,840 -6,989	-7%	-$576K	0.01%	738
2025 Q4	$8.24M	Buy	95,829 +1,270	+1%	+$104K	0.01%	777
2025 Q3	$7.25M	Sell	94,559 -68,643	-42%	-$5.36M	0.01%	781
2025 Q2	$12.5M	Buy	163,202 +86,186	+112%	+$6.43M	0.02%	563
2025 Q1	$5.58M	Sell	77,016 -312	-0.4%	-$22.3K	0.01%	791
2024 Q4	$5.72M	Sell	77,328 -2,766	-3%	-$194K	0.01%	751
2024 Q3	$5.29M	Sell	80,094 -2,437	-3%	-$177K	0.01%	703
2024 Q2	$7.62M	Sell	82,531 -3,161	-4%	-$280K	0.02%	566
2024 Q1	$8.19M	Buy	85,692 +5,802	+7%	+$487K	0.02%	530
2023 Q4	$6.09M	Buy	79,890 +1,160	+1%	+$80.7K	0.02%	559
2023 Q3	$5.45M	Buy	78,730 +71,794	+1,035%	+$5.77M	0.02%	559
2023 Q2	$654K	Buy	6,936 +1,207	+21%	+$105K	0.01%	320
2023 Q1	$474K	Buy	+5,729	New	+$450K	0.01%	393
2022 Q4	–	Sell	-14,320	Closed	-$1.21M	–	336
2022 Q3	$1.21M	Buy	+14,320	New	+$1.38M	0.02%	222
2022 Q2	–	Sell	-53,093	Closed	-$6.39M	–	343
2022 Q1	$6.39M	Buy	53,093 +3,016	+6%	+$338K	0.09%	115
2021 Q4	$5.47M	Sell	50,077 -19,100	-28%	-$2.23M	0.08%	112
2021 Q3	$8.09M	Buy	+69,177	New	+$7.9M	0.12%	84
2019 Q4	–	Sell	-28,140	Closed	-$2.13M	–	217
2019 Q3	$2.13M	Buy	+28,140	New	+$1.98M	0.09%	93
2019 Q2	–	Sell	-18,444	Closed	-$1.11M	–	222
2019 Q1	$1.11M	Buy	+18,444	New	+$1.05M	0.06%	129
2018 Q3	–	Sell	-25,290	Closed	-$1.24M	–	181
2018 Q2	$1.24M	Buy	+25,290	New	+$1.18M	0.08%	95
2018 Q1	–	Sell	-52,602	Closed	-$2.12M	–	156
2017 Q4	$2.12M	Sell	52,602 -5,271	-9%	-$193K	0.15%	74
2017 Q3	$2.15M	Buy	57,873 +35,658	+161%	+$1.36M	0.18%	66
2017 Q2	$870K	Buy	+22,215	New	+$811K	0.08%	114
2017 Q1	–	Sell	-39,291	Closed	-$1.23M	–	150
2016 Q4	$1.23M	Buy	+39,291	New	+$1.27M	0.15%	76
2016 Q3	–	Sell	-39,015	Closed	-$1.3M	–	151
2016 Q2	$1.3M	Buy	+39,015	New	+$1.33M	0.23%	80
2015 Q4	–	Sell	-41,412	Closed	-$1.01M	–	121
2015 Q3	$1.01M	Buy	41,412 +5,316	+15%	+$128K	0.31%	55
2015 Q2	$857K	Buy	36,096 +714	+2%	+$16.1K	0.26%	60
2015 Q1	$840K	Buy	35,382 +4,224	+14%	+$94.8K	0.32%	59
2014 Q4	$661K	Buy	+31,158	New	+$626K	0.26%	69

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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Wealth Enhancement Advisory Services's EW Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Edwards Lifesciences (EW) stake by 0.97% in Q2 2026, buying an estimated $72.5K and bringing the position to 89,705 shares worth $7.95M. The position accounts for 0.01% of the portfolio, ranked #778.

Wealth Enhancement Advisory Services first reported a position in EW in Q4 2014 and has held it in 30 quarters since. The position peaked at $12.5M in Q2 2025. 274 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Wealth Enhancement Advisory Services held 89,705 shares of Edwards Lifesciences worth $7.95M as of Q2 2026.
Wealth Enhancement Advisory Services bought 865 Edwards Lifesciences shares in Q2 2026, an estimated $72.5K.
Edwards Lifesciences made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #778 holding.
Wealth Enhancement Advisory Services first reported a position in Edwards Lifesciences in Q4 2014 and has held it in 30 quarters since.
Wealth Enhancement Advisory Services's Edwards Lifesciences position peaked at $12.5M in Q2 2025.
274 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.