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Wellspring Financial Advisors’s Edwards Lifesciences EW Stock Holding History

Wellspring Financial Advisors’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 		$225K Buy
+2,490
New +$209K 0.01% 251
2022
Q2 		– Sell
-1,699
Closed -$200K – 113
2022
Q1 		$200K Hold
1,699
– – 0.06% 91
2021
Q4 		$220K Buy
+1,699
New +$198K 0.06% 94

Other funds holding EW

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
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
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wellspring Financial Advisors's EW Position: Q2 2026 in Review

Wellspring Financial Advisors opened a new position in Edwards Lifesciences (EW) in Q2 2026: 2,490 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #251 among its holdings. This is a return to the name: Wellspring Financial Advisors previously reported a position in EW as recently as Q1 2022.

Wellspring Financial Advisors first reported a position in EW in Q4 2021 and has held it in 3 quarters since. 327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Wellspring Financial Advisors held 2,490 shares of Edwards Lifesciences worth $225K as of Q2 2026.
  • Edwards Lifesciences was a new Wellspring Financial Advisors position in Q2 2026.
  • Edwards Lifesciences made up 0.01% of Wellspring Financial Advisors's portfolio in Q2 2026, its #251 holding.
  • Wellspring Financial Advisors first reported a position in Edwards Lifesciences in Q4 2021 and has held it in 3 quarters since.
  • 327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.