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Wilson Asset Management’s Edwards Lifesciences EW Stock Holding History

Wilson Asset 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 		$13.1M Hold
144,918
– – 3.6% 10
2026
Q1 		$11.6M Hold
144,918
– – 3.28% 15
2025
Q4 		$12.4M Sell
144,918
-4,905
-3% -$403K 3.17% 13
2025
Q3 		$11.7M Buy
149,823
+3,317
+2% +$259K 2.88% 13
2025
Q2 		$11.5M Buy
146,506
+7,713
+6% +$575K 2.82% 17
2025
Q1 		$10.1M Hold
138,793
– – 2.69% 17
2024
Q4 		$10.3M Sell
138,793
-207,798
-60% -$14.5M 2.66% 20
2024
Q3 		$22.9M Buy
346,591
+95,592
+38% +$6.95M 5.55% 7
2024
Q2 		$23.2M Sell
250,999
-2,099
-0.8% -$186K 6.07% 4
2024
Q1 		$24.2M Sell
253,098
-52,128
-17% -$4.38M 6.25% 3
2023
Q4 		$23.3M Hold
305,226
– – 6.49% 4
2023
Q3 		$21.4M Buy
305,226
+101,900
+50% +$8.19M 6.13% 6
2023
Q2 		$19.2M Hold
203,326
– – 5.23% 8
2023
Q1 		$16.8M Buy
203,326
+104,037
+105% +$8.18M 4.66% 11
2022
Q4 		$7.41M Buy
+99,289
New +$7.65M 2.25% 17

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

Wilson Asset Management's EW Position: Q2 2026 in Review

Wilson Asset Management held its Edwards Lifesciences (EW) position steady in Q2 2026 at 144,918 shares worth $13.1M. The position accounts for 3.6% of the portfolio, ranked #10.

Wilson Asset Management first reported a position in EW in Q4 2022 and has held it in 15 quarters since. The position peaked at $24.2M in Q1 2024. 1,335 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Wilson Asset Management held 144,918 shares of Edwards Lifesciences worth $13.1M as of Q2 2026.
  • Wilson Asset Management left its Edwards Lifesciences share count unchanged in Q2 2026.
  • Edwards Lifesciences made up 3.6% of Wilson Asset Management's portfolio in Q2 2026, its #10 holding.
  • Wilson Asset Management first reported a position in Edwards Lifesciences in Q4 2022 and has held it in 15 quarters since.
  • Wilson Asset Management's Edwards Lifesciences position peaked at $24.2M in Q1 2024.
  • 1,335 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Wilson Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.