Wealth Architects, LLC

Position in EW — Edwards Lifesciences Corp

CIK 1611518 MOUNTAIN VIEW, CA

Position in EW

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$254,373

+$29,829 QoQ

Shares Held

2,812

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#938

of 1,315 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Wealth Architects, LLC holds $838,930 across 3 Medical Devices names. EW ranks #2 (30.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	5,540	$502,699
2	EW	Edwards Lifesciences Corp This page	2,812	$254,373
3	PACB	Pacific Biosciences Of California, Inc.	48,725	$81,858

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$254,373	2,812	+0.3%	Shares	Sole	2026-07-23
2026-03-31	$224,544	2,804	-1.1%	Shares	Sole	2026-05-15
2025-12-31	$241,683	2,835	0.0%	Shares	Sole	2026-02-17
2025-09-30	$220,477	2,835	+0.2%	Shares	Sole	2025-11-13
2025-06-30	$221,256	2,829	-0.2%	Shares	Sole	2025-07-25
2025-03-31	$205,408	2,834	-1.4%	Shares	Sole	2025-05-14
2024-12-31	$212,762	2,874	-3.1%	Shares	Sole	2025-02-10
2024-06-30	$273,969	2,966	+0.3%	Shares	Sole	2024-08-08
2024-03-31	$282,570	2,957	+0.2%	Shares	Sole	2024-05-13
2023-12-31	$224,937	2,950	-3.9%	Shares	Sole	2024-02-14
2023-06-30	$289,687	3,071	-2.3%	Shares	Sole	2023-08-02
2023-03-31	$259,937	3,142	+1.8%	Shares	Sole	2023-04-21
2022-12-31	$230,171	3,085	+0.9%	Shares	Sole	2023-02-10
2022-09-30	$252,682	3,058	-1.4%	Shares	Sole	2022-10-24
2022-06-30	$294,779	3,100	-2.8%	Shares	Sole	2022-07-29
2022-03-31	$375,291	3,188	+1.3%	Shares	Sole	2022-05-17
2021-12-31	$407,823	3,148	-10.9%	Shares	Sole	2022-01-19
2021-09-30	$400,084	3,534	+0.1%	Shares	Sole	2021-11-09
2021-06-30	$365,809	3,532	+7.2%	Shares	Sole	2021-08-09
2021-03-31	$275,677	3,296	+2.9%	Shares	Sole	2021-04-29
2020-12-31	$292,118	3,202	+0.3%	Shares	Sole	2021-01-28
2020-09-30	$254,785	3,192	-0.0%	Shares	Sole	2020-11-09
2020-06-30	$220,668	3,193	+198.7%	Shares	Sole	2020-08-14
2020-03-31	$201,634	1,069	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.