Winch Advisory Services’s Edwards Lifesciences EW Stock Holding History

Winch Advisory Services’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	$10.9K	Hold	120	–	–	﹤0.01%	328
2026 Q1	$9.61K	Hold	120	–	–	﹤0.01%	325
2025 Q4	$10.2K	Hold	120	–	–	﹤0.01%	309
2025 Q3	$9.33K	Hold	120	–	–	﹤0.01%	308
2025 Q2	$9.38K	Hold	120	–	–	﹤0.01%	299
2025 Q1	$8.7K	Hold	120	–	–	﹤0.01%	300
2024 Q4	$8.88K	Hold	120	–	–	﹤0.01%	303
2024 Q3	$7.92K	Hold	120	–	–	﹤0.01%	285
2024 Q2	$11.1K	Hold	120	–	–	﹤0.01%	250
2024 Q1	$11.5K	Hold	120	–	–	﹤0.01%	245
2023 Q4	$9.15K	Hold	120	–	–	﹤0.01%	266
2023 Q3	$8K	Hold	120	–	–	﹤0.01%	266
2023 Q2	$11K	Hold	120	–	–	﹤0.01%	244
2023 Q1	$10K	Hold	120	–	–	﹤0.01%	253
2022 Q4	$9K	Hold	120	–	–	﹤0.01%	242
2022 Q3	$10K	Hold	120	–	–	﹤0.01%	217
2022 Q2	$11K	Hold	120	–	–	﹤0.01%	221
2022 Q1	$14K	Hold	120	–	–	﹤0.01%	226
2021 Q4	$16K	Hold	120	–	–	0.01%	231
2021 Q3	$14K	Hold	120	–	–	﹤0.01%	243
2021 Q2	$12K	Hold	120	–	–	﹤0.01%	248
2021 Q1	$10K	Hold	120	–	–	﹤0.01%	247
2020 Q4	$11K	Hold	120	–	–	﹤0.01%	217
2020 Q3	$10K	Hold	120	–	–	﹤0.01%	208
2020 Q2	$8K	Hold	120	–	–	﹤0.01%	213
2020 Q1	$8K	Hold	120	–	–	﹤0.01%	183
2019 Q4	$9K	Hold	120	–	–	﹤0.01%	213
2019 Q3	$9K	Hold	120	–	–	﹤0.01%	202
2019 Q2	$7K	Hold	120	–	–	﹤0.01%	231
2019 Q1	$8K	Hold	120	–	–	﹤0.01%	215
2018 Q4	$6K	Hold	120	–	–	﹤0.01%	215
2018 Q3	$7K	Hold	120	–	–	﹤0.01%	205
2018 Q2	$6K	Buy	+120	New	+$5.6K	﹤0.01%	221

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

Winch Advisory Services's EW Position: Q2 2026 in Review

Winch Advisory Services held its Edwards Lifesciences (EW) position steady in Q2 2026 at 120 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Winch Advisory Services first reported a position in EW in Q2 2018 and has held it in 33 quarters since. The position peaked at $16K in Q4 2021. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Winch Advisory Services held 120 shares of Edwards Lifesciences worth $10.9K as of Q2 2026.
Winch Advisory Services left its Edwards Lifesciences share count unchanged in Q2 2026.
Edwards Lifesciences made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #328 holding.
Winch Advisory Services first reported a position in Edwards Lifesciences in Q2 2018 and has held it in 33 quarters since.
Winch Advisory Services's Edwards Lifesciences position peaked at $16K in Q4 2021.
1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.