White Lighthouse Investment Management’s Edwards Lifesciences EW Stock Holding History

White Lighthouse Investment Management’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	$643K	Hold	7,107	–	–	0.08%	97
2026 Q1	$569K	Hold	7,107	–	–	0.08%	96
2025 Q4	$606K	Sell	7,107 -1,235	-15%	-$101K	0.08%	93
2025 Q3	$649K	Buy	8,342 +200	+2%	+$15.6K	0.1%	88
2025 Q2	$637K	Hold	8,142	–	–	0.1%	83
2025 Q1	$590K	Hold	8,142	–	–	0.11%	81
2024 Q4	$603K	Hold	8,142	–	–	0.11%	81
2024 Q3	$537K	Hold	8,142	–	–	0.1%	82
2024 Q2	$752K	Hold	8,142	–	–	0.15%	71
2024 Q1	$778K	Hold	8,142	–	–	0.16%	73
2023 Q4	$621K	Hold	8,142	–	–	0.14%	75
2023 Q3	$564K	Hold	8,142	–	–	0.14%	77
2023 Q2	$768K	Hold	8,142	–	–	0.18%	69
2023 Q1	$674K	Buy	8,142 +2,552	+46%	+$201K	0.17%	74
2022 Q4	$417K	Hold	5,590	–	–	0.11%	85
2022 Q3	$462K	Sell	5,590 -504	-8%	-$48.5K	0.13%	78
2022 Q2	$580K	Sell	6,094 -367	-6%	-$38K	0.17%	71
2022 Q1	$761K	Hold	6,461	–	–	0.19%	67
2021 Q4	$837K	Hold	6,461	–	–	0.21%	64
2021 Q3	$732K	Hold	6,461	–	–	0.2%	67
2021 Q2	$669K	Buy	6,461 +515	+9%	+$48.5K	0.18%	70
2021 Q1	$497K	Buy	5,946 +1,023	+21%	+$86.5K	0.15%	76
2020 Q4	$449K	Hold	4,923	–	–	0.14%	77
2020 Q3	$393K	Hold	4,923	–	–	0.14%	82
2020 Q2	$340K	Hold	4,923	–	–	0.12%	91
2020 Q1	$310K	Hold	4,923	–	–	0.13%	91
2019 Q4	$383K	Hold	4,923	–	–	0.14%	92
2019 Q3	$361K	Hold	4,923	–	–	0.15%	94
2019 Q2	$303K	Hold	4,923	–	–	0.13%	102
2019 Q1	$314K	Sell	4,923 -2,610	-35%	-$149K	0.14%	93
2018 Q4	$385K	Buy	+7,533	New	+$381K	0.21%	80

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

White Lighthouse Investment Management's EW Position: Q2 2026 in Review

White Lighthouse Investment Management held its Edwards Lifesciences (EW) position steady in Q2 2026 at 7,107 shares worth $643K. The position accounts for 0.08% of the portfolio, ranked #97.

White Lighthouse Investment Management first reported a position in EW in Q4 2018 and has held it in 31 quarters since. The position peaked at $837K in Q4 2021. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

White Lighthouse Investment Management held 7,107 shares of Edwards Lifesciences worth $643K as of Q2 2026.
White Lighthouse Investment Management left its Edwards Lifesciences share count unchanged in Q2 2026.
Edwards Lifesciences made up 0.08% of White Lighthouse Investment Management's portfolio in Q2 2026, its #97 holding.
White Lighthouse Investment Management first reported a position in Edwards Lifesciences in Q4 2018 and has held it in 31 quarters since.
White Lighthouse Investment Management's Edwards Lifesciences position peaked at $837K in Q4 2021.
1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.