Whipplewood Advisors’s Edwards Lifesciences EW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$814 Sell
9
-219
-96% -$18.3K ﹤0.01% 571
2026
Q1
$18.3K Buy
+228
New +$18.8K 0.01% 407
2025
Q3
Sell
-118
Closed -$9.23K 595
2025
Q2
$9.23K Sell
118
-20
-14% -$1.49K 0.01% 579
2025
Q1
$8.26K Buy
138
+24
+21% +$1.72K ﹤0.01% 594
2024
Q4
$8.44K Buy
+114
New +$7.98K ﹤0.01% 583

Other funds holding EW

Whipplewood Advisors's EW Position: Q2 2026 in Review

Whipplewood Advisors reduced its Edwards Lifesciences (EW) stake by 96% in Q2 2026, selling an estimated $18.3K and leaving 9 shares worth $814. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Whipplewood Advisors first reported a position in EW in Q4 2024 and has held it in 5 quarters since. The position peaked at $18.3K in Q1 2026. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Whipplewood Advisors held 9 shares of Edwards Lifesciences worth $814 as of Q2 2026.
  • Whipplewood Advisors sold 219 Edwards Lifesciences shares in Q2 2026, an estimated $18.3K.
  • Edwards Lifesciences made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #571 holding.
  • Whipplewood Advisors first reported a position in Edwards Lifesciences in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Edwards Lifesciences position peaked at $18.3K in Q1 2026.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.