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Wendell David Associates’s Edwards Lifesciences EW Stock Holding History

Wendell David Associates’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 		$820K Hold
9,060
– – 0.09% 100
2026
Q1 		$726K Sell
9,060
-50
-0.5% -$4.12K 0.08% 101
2025
Q4 		$777K Sell
9,110
-1,510
-14% -$124K 0.08% 98
2025
Q3 		$826K Hold
10,620
– – 0.08% 99
2025
Q2 		$831K Sell
10,620
-7,275
-41% -$543K 0.08% 99
2025
Q1 		$1.3M Sell
17,895
-900
-5% -$64.4K 0.13% 84
2024
Q4 		$1.39M Sell
18,795
-4,880
-21% -$342K 0.14% 79
2024
Q3 		$1.56M Sell
23,675
-7,610
-24% -$553K 0.15% 77
2024
Q2 		$2.89M Sell
31,285
-1,600
-5% -$142K 0.29% 62
2024
Q1 		$3.14M Sell
32,885
-1,245
-4% -$105K 0.32% 61
2023
Q4 		$2.6M Sell
34,130
-3,525
-9% -$245K 0.28% 66
2023
Q3 		$2.61M Sell
37,655
-1,090
-3% -$87.6K 0.31% 65
2023
Q2 		$3.65M Sell
38,745
-15,830
-29% -$1.38M 0.41% 58
2023
Q1 		$4.51M Sell
54,575
-10,325
-16% -$812K 0.54% 49
2022
Q4 		$4.84M Sell
64,900
-6,060
-9% -$467K 0.6% 48
2022
Q3 		$5.86M Sell
70,960
-360
-0.5% -$34.6K 0.79% 38
2022
Q2 		$6.78M Sell
71,320
-205
-0.3% -$21.2K 0.86% 35
2022
Q1 		$8.42M Sell
71,525
-1,225
-2% -$137K 0.94% 33
2021
Q4 		$9.43M Buy
72,750
+2,425
+3% +$283K 0.95% 32
2021
Q3 		$7.96M Buy
70,325
+1,200
+2% +$137K 0.89% 33
2021
Q2 		$7.16M Buy
69,125
+4,375
+7% +$412K 0.8% 36
2021
Q1 		$5.42M Buy
64,750
+2,705
+4% +$229K 0.65% 40
2020
Q4 		$5.66M Buy
62,045
+4,610
+8% +$382K 0.69% 37
2020
Q3 		$4.58M Buy
57,435
+13,685
+31% +$1.07M 0.61% 40
2020
Q2 		$3.02M Buy
43,750
+6,250
+17% +$444K 0.44% 54
2020
Q1 		$2.36M Buy
37,500
+675
+2% +$48.7K 0.4% 59
2019
Q4 		$2.86M Buy
36,825
+360
+1% +$28.1K 0.39% 61
2019
Q3 		$2.67M Buy
36,465
+165
+0.5% +$11.6K 0.39% 61
2019
Q2 		$2.23M Buy
36,300
+621
+2% +$37.6K 0.34% 66
2019
Q1 		$2.27M Buy
35,679
+1,269
+4% +$72.4K 0.35% 66
2018
Q4 		$1.76M Buy
34,410
+4,365
+15% +$221K 0.32% 72
2018
Q3 		$1.74M Buy
30,045
+1,401
+5% +$68.5K 0.27% 78
2018
Q2 		$1.39M Buy
28,644
+1,089
+4% +$50.8K 0.24% 82
2018
Q1 		$1.28M Buy
27,555
+7,905
+40% +$343K 0.23% 86
2017
Q4 		$738K Buy
19,650
+4,575
+30% +$168K 0.13% 108
2017
Q3 		$549K Buy
15,075
+7,065
+88% +$269K 0.1% 118
2017
Q2 		$316K Buy
+8,010
New +$292K 0.06% 128

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

Wendell David Associates's EW Position: Q2 2026 in Review

Wendell David Associates held its Edwards Lifesciences (EW) position steady in Q2 2026 at 9,060 shares worth $820K. The position accounts for 0.09% of the portfolio, ranked #100.

Wendell David Associates first reported a position in EW in Q2 2017 and has held it in 37 quarters since. The position peaked at $9.43M in Q4 2021. 466 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Wendell David Associates held 9,060 shares of Edwards Lifesciences worth $820K as of Q2 2026.
  • Wendell David Associates left its Edwards Lifesciences share count unchanged in Q2 2026.
  • Edwards Lifesciences made up 0.09% of Wendell David Associates's portfolio in Q2 2026, its #100 holding.
  • Wendell David Associates first reported a position in Edwards Lifesciences in Q2 2017 and has held it in 37 quarters since.
  • Wendell David Associates's Edwards Lifesciences position peaked at $9.43M in Q4 2021.
  • 466 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Wendell David Associates's 13F filing for Q2 2026, filed 27 Jul 2026.