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Avantax Advisory Services’s Edwards Lifesciences EW Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$1.01M Buy
12,928
+2,221
+21% +$166K 0.01% 1166
2025
Q1 		$776K Buy
10,707
+1,032
+11% +$73.9K ﹤0.01% 1221
2024
Q4 		$716K Buy
9,675
+1,043
+12% +$73K ﹤0.01% 1227
2024
Q3 		$570K Sell
8,632
-12,077
-58% -$877K ﹤0.01% 1330
2024
Q2 		$1.91M Buy
20,709
+13,822
+201% +$1.22M 0.01% 678
2024
Q1 		$658K Buy
6,887
+272
+4% +$22.8K 0.01% 920
2023
Q4 		$504K Buy
6,615
+46
+0.7% +$3.2K 0.01% 976
2023
Q3 		$455K Sell
6,569
-1,133
-15% -$91K 0.01% 984
2023
Q2 		$727K Sell
7,702
-36
-0.5% -$3.13K 0.01% 795
2023
Q1 		$640K Buy
7,738
+50
+0.7% +$3.93K 0.01% 816
2022
Q4 		$574K Buy
7,688
+1,628
+27% +$125K 0.01% 806
2022
Q3 		$501K Sell
6,060
-600
-9% -$57.7K 0.01% 777
2022
Q2 		$633K Buy
6,660
+707
+12% +$73.2K 0.01% 687
2022
Q1 		$699K Buy
5,953
+338
+6% +$37.9K 0.01% 659
2021
Q4 		$727K Sell
5,615
-618
-10% -$72.1K 0.01% 622
2021
Q3 		$702K Sell
6,233
-672
-10% -$76.7K 0.01% 588
2021
Q2 		$717K Buy
6,905
+1,501
+28% +$141K 0.01% 568
2021
Q1 		$457K Buy
5,404
+236
+5% +$20K 0.01% 649
2020
Q4 		$473K Sell
5,168
-6,630
-56% -$550K 0.01% 573
2020
Q3 		$944K Buy
11,798
+6,302
+115% +$492K 0.02% 553
2020
Q2 		$372K Buy
5,496
+960
+21% +$68.2K 0.01% 567
2020
Q1 		$284K Buy
+4,536
New +$327K 0.01% 597

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Avantax Advisory Services's EW Position: Q2 2025 in Review

Avantax Advisory Services increased its Edwards Lifesciences (EW) stake by 21% in Q2 2025, buying an estimated $166K and bringing the position to 12,928 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #1166.

Avantax Advisory Services first reported a position in EW in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.91M in Q2 2024. 1,259 funds tracked by Wall St. Rank hold EW as of Q2 2025.

  • Avantax Advisory Services held 12,928 shares of Edwards Lifesciences worth $1.01M as of Q2 2025.
  • Avantax Advisory Services bought 2,221 Edwards Lifesciences shares in Q2 2025, an estimated $166K.
  • Edwards Lifesciences made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1166 holding.
  • Avantax Advisory Services first reported a position in Edwards Lifesciences in Q1 2020 and has held it in 22 quarters since.
  • Avantax Advisory Services's Edwards Lifesciences position peaked at $1.91M in Q2 2024.
  • 1,259 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.