James T. Borello RIA’s Edwards Lifesciences EW Stock Holding History

James T. Borello RIA’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	$32.5K	Buy	377 +2	+0.5%	+$178	0.01%	315
2026 Q2	$33.9K	Buy	375 +50	+15%	+$4.19K	0.01%	301
2026 Q1	$26K	Buy	325 +58	+22%	+$4.78K	0.01%	318
2025 Q4	$22.8K	Sell	267 -13	-5%	-$1.07K	0.01%	261
2025 Q3	$21.8K	Buy	280 +165	+143%	+$12.9K	0.01%	223
2025 Q2	$8.99K	Buy	+115	New	+$8.58K	﹤0.01%	212

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

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 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

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

James T. Borello RIA's EW Position: Q3 2026 in Review

James T. Borello RIA increased its Edwards Lifesciences (EW) stake by 0.53% in Q3 2026, buying an estimated $178 and bringing the position to 377 shares worth $32.5K. The position accounts for 0.01% of the portfolio, ranked #315.

James T. Borello RIA first reported a position in EW in Q2 2025 and has held it in 6 quarters since. The position peaked at $33.9K in Q2 2026. 297 funds tracked by Wall St. Rank hold EW as of Q3 2026.

James T. Borello RIA held 377 shares of Edwards Lifesciences worth $32.5K as of Q3 2026.
James T. Borello RIA bought 2 Edwards Lifesciences shares in Q3 2026, an estimated $178.
Edwards Lifesciences made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #315 holding.
James T. Borello RIA first reported a position in Edwards Lifesciences in Q2 2025 and has held it in 6 quarters since.
James T. Borello RIA's Edwards Lifesciences position peaked at $33.9K in Q2 2026.
297 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.