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B. Riley Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

B. Riley Wealth Advisors’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
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 Buy
+4,078
New +$304K 0.02% 689
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 -$6 – 1006
2014
Q4 		$6 Buy
+300
New +$6.03K ﹤0.01% 3077

Other funds holding EW

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

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 28 quarters since. The position peaked at $4.72M in Q4 2021. 231 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 28 quarters since.
  • B. Riley Wealth Advisors's Edwards Lifesciences position peaked at $4.72M in Q4 2021.
  • 231 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.