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West Wealth Group’s Edwards Lifesciences EW Stock Holding History

West Wealth Group’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 		$205K Buy
+2,261
New +$189K 0.03% 142
2026
Q1 		– Sell
-2,360
Closed -$201K – 133
2025
Q4 		$201K Buy
+2,360
New +$194K 0.04% 126

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

West Wealth Group's EW Position: Q2 2026 in Review

West Wealth Group opened a new position in Edwards Lifesciences (EW) in Q2 2026: 2,261 shares worth $205K. The stake represents 0.03% of the portfolio and ranks #142 among its holdings. This is a return to the name: West Wealth Group previously reported a position in EW as recently as Q4 2025.

West Wealth Group first reported a position in EW in Q4 2025 and has held it in 2 quarters since. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • West Wealth Group held 2,261 shares of Edwards Lifesciences worth $205K as of Q2 2026.
  • Edwards Lifesciences was a new West Wealth Group position in Q2 2026.
  • Edwards Lifesciences made up 0.03% of West Wealth Group's portfolio in Q2 2026, its #142 holding.
  • West Wealth Group first reported a position in Edwards Lifesciences in Q4 2025 and has held it in 2 quarters since.
  • 1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.