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Apella Capital’s Edwards Lifesciences EW Stock Holding History

Apella Capital’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 		$846K Buy
9,866
+486
+5% +$43.2K 0.01% 420
2026
Q2 		$889K Buy
9,380
+1,885
+25% +$158K 0.01% 388
2026
Q1 		$607K Buy
7,495
+62
+0.8% +$5.11K 0.01% 426
2025
Q4 		$634K Buy
7,433
+4,567
+159% +$375K 0.01% 325
2025
Q3 		$208K Buy
2,866
+88
+3% +$6.88K ﹤0.01% 447
2025
Q2 		$213K Buy
+2,778
New +$207K 0.01% 404
2024
Q3 		– Sell
-3,369
Closed -$315K – 322
2024
Q2 		$315K Buy
3,369
+1,197
+55% +$106K 0.01% 256
2024
Q1 		$202K Buy
+2,172
New +$182K 0.01% 286

Other funds holding EW

WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Apella Capital's EW Position: Q3 2026 in Review

Apella Capital increased its Edwards Lifesciences (EW) stake by 5.2% in Q3 2026, buying an estimated $43.2K and bringing the position to 9,866 shares worth $846K. The position accounts for 0.01% of the portfolio, ranked #420.

Apella Capital first reported a position in EW in Q1 2024 and has held it in 8 quarters since. The position peaked at $889K in Q2 2026. 43 funds tracked by Wall St. Rank hold EW as of Q3 2026.

  • Apella Capital held 9,866 shares of Edwards Lifesciences worth $846K as of Q3 2026.
  • Apella Capital bought 486 Edwards Lifesciences shares in Q3 2026, an estimated $43.2K.
  • Edwards Lifesciences made up 0.01% of Apella Capital's portfolio in Q3 2026, its #420 holding.
  • Apella Capital first reported a position in Edwards Lifesciences in Q1 2024 and has held it in 8 quarters since.
  • Apella Capital's Edwards Lifesciences position peaked at $889K in Q2 2026.
  • 43 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.