Winthrop Advisory Group’s Edwards Lifesciences EW Stock Holding History

Winthrop 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 Q3	$281K	Sell	3,260 -265	-8%	-$23.6K	0.02%	184
2026 Q2	$319K	Buy	3,525 +280	+9%	+$23.5K	0.02%	161
2026 Q1	$260K	Buy	3,245 +7	+0.2%	+$577	0.02%	161
2025 Q4	$276K	Sell	3,238 -563	-15%	-$46.2K	0.02%	151
2025 Q3	$296K	Hold	3,801	–	–	0.03%	141
2025 Q2	$297K	Hold	3,801	–	–	0.03%	137
2025 Q1	$275K	Hold	3,801	–	–	0.03%	121
2024 Q4	$281K	Hold	3,801	–	–	0.03%	125
2024 Q3	$251K	Hold	3,801	–	–	0.03%	123
2024 Q2	$351K	Buy	3,801 +600	+19%	+$53.1K	0.05%	105
2024 Q1	$306K	Sell	3,201 -40	-1%	-$3.36K	0.04%	113
2023 Q4	$247K	Sell	3,241 -185	-5%	-$12.9K	0.04%	119
2023 Q3	$237K	Sell	3,426 -161	-4%	-$12.9K	0.04%	111
2023 Q2	$338K	Buy	3,587 +372	+12%	+$32.3K	0.05%	95
2023 Q1	$266K	Buy	3,215 +14	+0.4%	+$1.1K	0.05%	102
2022 Q4	$239K	Hold	3,201	–	–	0.05%	109
2022 Q3	$264K	Hold	3,201	–	–	0.06%	92
2022 Q2	$304K	Sell	3,201 -253	-7%	-$26.2K	0.07%	87
2022 Q1	$407K	Sell	3,454 -20	-0.6%	-$2.24K	0.08%	82
2021 Q4	$450K	Buy	3,474 +173	+5%	+$20.2K	0.09%	74
2021 Q3	$374K	Sell	3,301 -355	-10%	-$40.5K	0.08%	85
2021 Q2	$379K	Sell	3,656 -639	-15%	-$60.2K	0.09%	82
2021 Q1	$359K	Buy	4,295 +325	+8%	+$27.5K	0.09%	82
2020 Q4	$362K	Buy	3,970 +535	+16%	+$44.4K	0.09%	81
2020 Q3	$275K	Hold	3,435	–	–	0.08%	90
2020 Q2	$237K	Hold	3,435	–	–	0.08%	81
2020 Q1	$216K	Hold	3,435	–	–	0.09%	76
2019 Q4	$267K	Buy	+3,435	New	+$268K	0.1%	87
2019 Q2	–	Sell	-6,051	Closed	-$388K	–	91
2019 Q1	$388K	Hold	6,051	–	–	0.17%	56
2018 Q4	$309K	Buy	6,051 +366	+6%	+$18.5K	0.16%	54
2018 Q3	$330K	Buy	+5,685	New	+$278K	0.19%	58

Other funds holding EW

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Seilern Investment Management London, United Kingdom $771M AUM 2.59% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Winthrop Advisory Group's EW Position: Q3 2026 in Review

Winthrop Advisory Group reduced its Edwards Lifesciences (EW) stake by 7.5% in Q3 2026, selling an estimated $23.6K and leaving 3,260 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #184.

Winthrop Advisory Group first reported a position in EW in Q3 2018 and has held it in 31 quarters since. The position peaked at $450K in Q4 2021. 431 funds tracked by Wall St. Rank hold EW as of Q3 2026.

Winthrop Advisory Group held 3,260 shares of Edwards Lifesciences worth $281K as of Q3 2026.
Winthrop Advisory Group sold 265 Edwards Lifesciences shares in Q3 2026, an estimated $23.6K.
Edwards Lifesciences made up 0.02% of Winthrop Advisory Group's portfolio in Q3 2026, its #184 holding.
Winthrop Advisory Group first reported a position in Edwards Lifesciences in Q3 2018 and has held it in 31 quarters since.
Winthrop Advisory Group's Edwards Lifesciences position peaked at $450K in Q4 2021.
431 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.