Wealth Enhancement Advisory Services
EW icon

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 		$842K Buy
+9,500
New +$796K ﹤0.01% 2208
2024
Q4 		– Sell
-9,500
Closed -$76.8K – 2999
2024
Q3 		$76.8K Hold
9,500
– – ﹤0.01% 2590
2024
Q2 		$25.9K Hold
9,500
– – ﹤0.01% 2475
2024
Q1 		$27K Buy
+9,500
New +$798K ﹤0.01% 2376

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WT
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Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
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
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. 277 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.
  • 277 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.