Whitney & Co’s Edwards Lifesciences EW Stock Holding History

Whitney & Co’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	$16.1M	Buy	177,463 +3,715	+2%	+$311K	1.17%	26
2026 Q1	$13.9M	Buy	173,748 +2,871	+2%	+$237K	1.16%	25
2025 Q4	$14.6M	Buy	170,877 +1,294	+0.8%	+$106K	1.16%	26
2025 Q3	$13.2M	Buy	169,583 +1,410	+0.8%	+$110K	1.2%	27
2025 Q2	$13.2M	Buy	168,173 +1,498	+0.9%	+$112K	1.3%	26
2025 Q1	$12.1M	Buy	166,675 +5,454	+3%	+$390K	1.28%	26
2024 Q4	$11.9M	Buy	161,221 +50,744	+46%	+$3.55M	1.25%	26
2024 Q3	$7.29M	Buy	+110,477	New	+$8.03M	0.78%	47

Other funds holding EW

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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 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

Whitney & Co's EW Position: Q2 2026 in Review

Whitney & Co increased its Edwards Lifesciences (EW) stake by 2.1% in Q2 2026, buying an estimated $311K and bringing the position to 177,463 shares worth $16.1M. The position accounts for 1.17% of the portfolio, ranked #26.

Whitney & Co first reported a position in EW in Q3 2024 and has held it in 8 quarters since. 563 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Whitney & Co held 177,463 shares of Edwards Lifesciences worth $16.1M as of Q2 2026.
Whitney & Co bought 3,715 Edwards Lifesciences shares in Q2 2026, an estimated $311K.
Edwards Lifesciences made up 1.17% of Whitney & Co's portfolio in Q2 2026, its #26 holding.
Whitney & Co first reported a position in Edwards Lifesciences in Q3 2024 and has held it in 8 quarters since.
563 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.