Wealthcare Advisory Partners’s Edwards Lifesciences EW Stock Holding History

Wealthcare Advisory Partners’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	$304K	Sell	3,360 -315	-9%	-$26.4K	0.01%	873
2026 Q1	$294K	Sell	3,675 -3,213	-47%	-$265K	0.01%	889
2025 Q4	$587K	Buy	6,888 +395	+6%	+$32.4K	0.01%	642
2025 Q3	$505K	Sell	6,493 -359	-5%	-$28.1K	0.01%	676
2025 Q2	$536K	Sell	6,852 -917	-12%	-$68.4K	0.01%	628
2025 Q1	$563K	Buy	7,769 +429	+6%	+$30.7K	0.02%	567
2024 Q4	$543K	Sell	7,340 -841	-10%	-$58.9K	0.02%	550
2024 Q3	$540K	Sell	8,181 -117	-1%	-$8.5K	0.02%	548
2024 Q2	$766K	Sell	8,298 -571	-6%	-$50.6K	0.02%	449
2024 Q1	$848K	Buy	8,869 +36	+0.4%	+$3.02K	0.03%	414
2023 Q4	$674K	Sell	8,833 -570	-6%	-$39.7K	0.03%	421
2023 Q3	$651K	Sell	9,403 -816	-8%	-$65.6K	0.03%	369
2023 Q2	$964K	Buy	10,219 +86	+0.8%	+$7.47K	0.04%	295
2023 Q1	$838K	Sell	10,133 -217	-2%	-$17.1K	0.04%	324
2022 Q4	$772K	Buy	10,350 +1,011	+11%	+$77.9K	0.04%	320
2022 Q3	$772K	Buy	9,339 +198	+2%	+$19.1K	0.04%	271
2022 Q2	$869K	Buy	9,141 +122	+1%	+$12.6K	0.05%	227
2022 Q1	$1.06M	Buy	9,019 +607	+7%	+$68.1K	0.06%	185
2021 Q4	$1.09M	Buy	8,412 +2,188	+35%	+$255K	0.07%	184
2021 Q3	$705K	Buy	6,224 +407	+7%	+$46.5K	0.05%	254
2021 Q2	$602K	Buy	5,817 +238	+4%	+$22.4K	0.04%	281
2021 Q1	$467K	Buy	+5,579	New	+$472K	0.03%	303
2020 Q2	–	Sell	-18	Closed	-$1K	–	636
2020 Q1	$1K	Hold	18	–	–	﹤0.01%	1386
2019 Q4	$1K	Hold	18	–	–	﹤0.01%	1317
2019 Q3	$1K	Hold	18	–	–	﹤0.01%	1282
2019 Q2	$1K	Hold	18	–	–	﹤0.01%	1245
2019 Q1	$1K	Hold	18	–	–	﹤0.01%	1149
2018 Q4	$1K	Hold	18	–	–	﹤0.01%	1135
2018 Q3	$1K	Hold	18	–	–	﹤0.01%	1172
2018 Q2	$1K	Sell	18 -150	-89%	-$7K	﹤0.01%	1174
2018 Q1	$8K	Hold	168	–	–	﹤0.01%	767
2017 Q4	$6K	Hold	168	–	–	﹤0.01%	753
2017 Q3	$6K	Buy	+168	New	+$6.41K	﹤0.01%	617

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

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

OIAM

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

Wealthcare Advisory Partners's EW Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Edwards Lifesciences (EW) stake by 8.6% in Q2 2026, selling an estimated $26.4K and leaving 3,360 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #873.

Wealthcare Advisory Partners first reported a position in EW in Q3 2017 and has held it in 33 quarters since. The position peaked at $1.09M in Q4 2021. 296 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Wealthcare Advisory Partners held 3,360 shares of Edwards Lifesciences worth $304K as of Q2 2026.
Wealthcare Advisory Partners sold 315 Edwards Lifesciences shares in Q2 2026, an estimated $26.4K.
Edwards Lifesciences made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #873 holding.
Wealthcare Advisory Partners first reported a position in Edwards Lifesciences in Q3 2017 and has held it in 33 quarters since.
Wealthcare Advisory Partners's Edwards Lifesciences position peaked at $1.09M in Q4 2021.
296 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.