Willner & Heller’s Edwards Lifesciences EW Stock Holding History

Willner & Heller’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	$239K	Hold	2,640	–	–	0.15%	150
2026 Q1	$211K	Hold	2,640	–	–	0.16%	155
2025 Q4	$225K	Hold	2,640	–	–	0.16%	153
2025 Q3	$205K	Hold	2,640	–	–	0.16%	156
2025 Q2	$206K	Buy	+2,640	New	+$197K	0.17%	150
2025 Q1	–	Sell	-4,210	Closed	-$312K	–	152
2024 Q4	$312K	Sell	4,210 -1,840	-30%	-$129K	0.27%	115
2024 Q3	$399K	Buy	6,050 +1,215	+25%	+$88.3K	0.36%	99
2024 Q2	$447K	Sell	4,835 -175	-3%	-$15.5K	0.43%	79
2024 Q1	$479K	Sell	5,010 -625	-11%	-$52.5K	0.48%	73
2023 Q4	$430K	Buy	+5,635	New	+$392K	0.48%	78
2022 Q4	$245K	Buy	+3,285	New	+$253K	0.35%	111

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

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

SIM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

Willner & Heller's EW Position: Q2 2026 in Review

Willner & Heller held its Edwards Lifesciences (EW) position steady in Q2 2026 at 2,640 shares worth $239K. The position accounts for 0.15% of the portfolio, ranked #150.

Willner & Heller first reported a position in EW in Q4 2022 and has held it in 11 quarters since. The position peaked at $479K in Q1 2024. 195 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Willner & Heller held 2,640 shares of Edwards Lifesciences worth $239K as of Q2 2026.
Willner & Heller left its Edwards Lifesciences share count unchanged in Q2 2026.
Edwards Lifesciences made up 0.15% of Willner & Heller's portfolio in Q2 2026, its #150 holding.
Willner & Heller first reported a position in Edwards Lifesciences in Q4 2022 and has held it in 11 quarters since.
Willner & Heller's Edwards Lifesciences position peaked at $479K in Q1 2024.
195 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.