B. Riley Wealth Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $222K | Buy |
+2,434
| New | +$204K | 0.01% | 731 |
|
|
2026
Q1 | – | Sell |
-2,689
| Closed | -$229K | – | 964 |
|
|
2025
Q4 | $229K | Sell |
2,689
-1,540
| -36% | -$126K | 0.01% | 812 |
|
|
2025
Q3 | $329K | Buy |
4,229
+151
| +4% | +$11.8K | 0.02% | 685 |
|
|
2025
Q2 | $319K | Sell |
4,078
-8,787
| -68% | -$655K | 0.02% | 689 |
|
|
2025
Q1 | $932K | Buy |
+12,865
| New | +$921K | 0.03% | 531 |
|
|
2024
Q2 | – | Sell |
-21,065
| Closed | -$1.46M | – | 1455 |
|
|
2024
Q1 | $1.46M | Buy |
21,065
+9,390
| +80% | +$789K | 0.04% | 426 |
|
|
2023
Q4 | $890K | Sell |
11,675
-9,390
| -45% | -$653K | 0.02% | 570 |
|
|
2023
Q3 | $1.46M | Sell |
21,065
-1,098
| -5% | -$88.2K | 0.04% | 426 |
|
|
2023
Q2 | $2.09M | Buy |
22,163
+910
| +4% | +$79.1K | 0.05% | 362 |
|
|
2023
Q1 | $1.76M | Sell |
21,253
-13,320
| -39% | -$1.05M | 0.05% | 380 |
|
|
2022
Q4 | $2.58M | Sell |
34,573
-4,854
| -12% | -$374K | 0.07% | 277 |
|
|
2022
Q3 | $3.26M | Buy |
39,427
+1,864
| +5% | +$179K | 0.1% | 212 |
|
|
2022
Q2 | $3.57M | Buy |
37,563
+1,032
| +3% | +$107K | 0.15% | 147 |
|
|
2022
Q1 | $4.3M | Buy |
36,531
+70
| +0.2% | +$7.85K | 0.14% | 157 |
|
|
2021
Q4 | $4.72M | Sell |
36,461
-1,533
| -4% | -$179K | 0.14% | 158 |
|
|
2021
Q3 | $4.3M | Sell |
37,994
-3,497
| -8% | -$399K | 0.14% | 163 |
|
|
2021
Q2 | $4.3M | Buy |
41,491
+10,677
| +35% | +$1.01M | 0.14% | 171 |
|
|
2021
Q1 | $2.58M | Buy |
30,814
+20,336
| +194% | +$1.72M | 0.09% | 255 |
|
|
2020
Q4 | $956K | Sell |
10,478
-1,661
| -14% | -$138K | 0.05% | 344 |
|
|
2020
Q3 | $969K | Buy |
12,139
+1,604
| +15% | +$125K | 0.05% | 315 |
|
|
2020
Q2 | $729K | Buy |
10,535
+2,276
| +28% | +$162K | 0.05% | 343 |
|
|
2020
Q1 | $520K | Buy |
8,259
+1,782
| +28% | +$129K | 0.04% | 371 |
|
|
2019
Q4 | $505K | Buy |
6,477
+3,141
| +94% | +$245K | 0.04% | 433 |
|
|
2019
Q3 | $245K | Sell |
3,336
-111
| -3% | -$7.8K | 0.02% | 667 |
|
|
2019
Q2 | $213K | Buy |
+3,447
| New | +$208K | 0.02% | 692 |
|
|
2016
Q4 | – | Sell |
-13,275
| Closed | -$534K | – | 559 |
|
|
2016
Q3 | $534K | Buy |
13,275
+135
| +1% | +$5.08K | 0.1% | 246 |
|
|
2016
Q2 | $437K | Sell |
13,140
-63
| -0.5% | -$2.15K | 0.09% | 282 |
|
|
2016
Q1 | $388K | Buy |
+13,203
| New | +$364K | 0.09% | 279 |
|
|
2015
Q1 | – | Sell |
-300
| Closed | -$6K | – | 1006 |
|
|
2014
Q4 | $6K | Buy |
+300
| New | +$6.03K | ﹤0.01% | 3077 |
|
Other funds holding EW
B. Riley Wealth Advisors's EW Position: Q2 2026 in Review
B. Riley Wealth Advisors opened a new position in Edwards Lifesciences (EW) in Q2 2026: 2,434 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #731 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in EW as recently as Q4 2025.
B. Riley Wealth Advisors first reported a position in EW in Q4 2014 and has held it in 29 quarters since. The position peaked at $4.72M in Q4 2021. 1,334 funds tracked by Wall St. Rank hold EW as of Q2 2026.
- B. Riley Wealth Advisors held 2,434 shares of Edwards Lifesciences worth $222K as of Q2 2026.
- Edwards Lifesciences was a new B. Riley Wealth Advisors position in Q2 2026.
- Edwards Lifesciences made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #731 holding.
- B. Riley Wealth Advisors first reported a position in Edwards Lifesciences in Q4 2014 and has held it in 29 quarters since.
- B. Riley Wealth Advisors's Edwards Lifesciences position peaked at $4.72M in Q4 2021.
- 1,334 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.
Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.