Wellington Shields & Co’s Edwards Lifesciences EW Stock Holding History

Wellington Shields & Co’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	$104K	Hold	1,150	–	–	0.02%	284
2026 Q1	$92.1K	Hold	1,150	–	–	0.02%	281
2025 Q4	$98K	Hold	1,150	–	–	0.02%	281
2025 Q3	$89.4K	Hold	1,150	–	–	0.02%	280
2025 Q2	$89.9K	Hold	1,150	–	–	0.03%	269
2025 Q1	$83.4K	Buy	1,150 +150	+15%	+$10.7K	0.03%	258
2024 Q4	$74K	Sell	1,000 -150	-13%	-$10.5K	0.02%	258
2024 Q3	$75.9K	Hold	1,150	–	–	0.02%	271
2024 Q2	$106K	Sell	1,150 -37	-3%	-$3.28K	0.03%	250
2024 Q1	$113K	Hold	1,187	–	–	0.04%	240
2023 Q4	$90.5K	Buy	1,187 +37	+3%	+$2.57K	0.03%	243
2023 Q3	$79.7K	Sell	1,150 -175	-13%	-$14.1K	0.02%	249
2023 Q2	$125K	Buy	1,325 +667	+101%	+$58K	0.03%	235
2023 Q1	$54.4K	Hold	658	–	–	0.01%	270
2022 Q4	$49.1K	Hold	658	–	–	0.01%	264
2022 Q3	$54K	Hold	658	–	–	0.02%	247
2022 Q2	$63K	Buy	+658	New	+$68.1K	0.02%	248
2019 Q4	–	Sell	-11,400	Closed	-$836K	–	189
2019 Q3	$836K	Buy	+11,400	New	+$801K	1.29%	25

Other funds holding EW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wellington Shields & Co's EW Position: Q2 2026 in Review

Wellington Shields & Co held its Edwards Lifesciences (EW) position steady in Q2 2026 at 1,150 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #284.

Wellington Shields & Co first reported a position in EW in Q3 2019 and has held it in 18 quarters since. The position peaked at $836K in Q3 2019. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Wellington Shields & Co held 1,150 shares of Edwards Lifesciences worth $104K as of Q2 2026.
Wellington Shields & Co left its Edwards Lifesciences share count unchanged in Q2 2026.
Edwards Lifesciences made up 0.02% of Wellington Shields & Co's portfolio in Q2 2026, its #284 holding.
Wellington Shields & Co first reported a position in Edwards Lifesciences in Q3 2019 and has held it in 18 quarters since.
Wellington Shields & Co's Edwards Lifesciences position peaked at $836K in Q3 2019.
1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Wellington Shields & Co's 13F filing for Q2 2026, filed 10 Aug 2026.