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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
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

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

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

Winthrop Advisory Group increased its Edwards Lifesciences (EW) stake by 8.6% in Q2 2026, buying an estimated $23.5K and bringing the position to 3,525 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #161.

Winthrop Advisory Group first reported a position in EW in Q3 2018 and has held it in 30 quarters since. The position peaked at $450K in Q4 2021. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Winthrop Advisory Group held 3,525 shares of Edwards Lifesciences worth $319K as of Q2 2026.
  • Winthrop Advisory Group bought 280 Edwards Lifesciences shares in Q2 2026, an estimated $23.5K.
  • Edwards Lifesciences made up 0.02% of Winthrop Advisory Group's portfolio in Q2 2026, its #161 holding.
  • Winthrop Advisory Group first reported a position in Edwards Lifesciences in Q3 2018 and has held it in 30 quarters since.
  • Winthrop Advisory Group's Edwards Lifesciences position peaked at $450K in Q4 2021.
  • 1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.