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Wilkerson Advisory Group’s Edwards Lifesciences EW Stock Holding History

Wilkerson Advisory 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 		$220K Sell
2,432
-566
-19% -$47.4K 0.07% 94
2026
Q1 		$240K Buy
2,998
+2,938
+4,897% +$242K 0.08% 88
2025
Q4 		$5.12K Buy
+60
New +$4.92K ﹤0.01% 436

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

Wilkerson Advisory Group's EW Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Edwards Lifesciences (EW) stake by 19% in Q2 2026, selling an estimated $47.4K and leaving 2,432 shares worth $220K. The position accounts for 0.07% of the portfolio, ranked #94.

Wilkerson Advisory Group first reported a position in EW in Q4 2025 and has held it in 3 quarters since. The position peaked at $240K in Q1 2026. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Wilkerson Advisory Group held 2,432 shares of Edwards Lifesciences worth $220K as of Q2 2026.
  • Wilkerson Advisory Group sold 566 Edwards Lifesciences shares in Q2 2026, an estimated $47.4K.
  • Edwards Lifesciences made up 0.07% of Wilkerson Advisory Group's portfolio in Q2 2026, its #94 holding.
  • Wilkerson Advisory Group first reported a position in Edwards Lifesciences in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Edwards Lifesciences position peaked at $240K in Q1 2026.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.