Beacon Pointe 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 | $11.6M | Sell |
128,603
-18,991
| -13% | -$1.59M | 0.05% | 306 |
|
|
2026
Q1 | $11.8M | Buy |
147,594
+128,250
| +663% | +$10.6M | 0.06% | 281 |
|
|
2025
Q4 | $1.65M | Buy |
19,344
+701
| +4% | +$57.5K | 0.01% | 671 |
|
|
2025
Q3 | $1.45M | Sell |
18,643
-11,716
| -39% | -$915K | 0.01% | 628 |
|
|
2025
Q2 | $2.37M | Buy |
30,359
+995
| +3% | +$74.2K | 0.02% | 457 |
|
|
2025
Q1 | $2.13M | Sell |
29,364
-3,472
| -11% | -$249K | 0.02% | 446 |
|
|
2024
Q4 | $2.43M | Sell |
32,836
-952
| -3% | -$66.6K | 0.03% | 417 |
|
|
2024
Q3 | $2.23M | Sell |
33,788
-3,858
| -10% | -$280K | 0.03% | 445 |
|
|
2024
Q2 | $3.48M | Sell |
37,646
-1,302
| -3% | -$115K | 0.04% | 353 |
|
|
2024
Q1 | $3.72M | Sell |
38,948
-1,086
| -3% | -$91.2K | 0.04% | 361 |
|
|
2023
Q4 | $3.05M | Sell |
40,034
-4,468
| -10% | -$311K | 0.04% | 394 |
|
|
2023
Q3 | $3.08M | Buy |
44,502
+4,596
| +12% | +$369K | 0.04% | 364 |
|
|
2023
Q2 | $3.76M | Buy |
39,906
+2,718
| +7% | +$236K | 0.06% | 268 |
|
|
2023
Q1 | $3.08M | Sell |
37,188
-258
| -0.7% | -$20.3K | 0.05% | 303 |
|
|
2022
Q4 | $2.79M | Sell |
37,446
-906
| -2% | -$69.8K | 0.05% | 294 |
|
|
2022
Q3 | $3.16M | Sell |
38,352
-9,389
| -20% | -$903K | 0.07% | 230 |
|
|
2022
Q2 | $4.54M | Sell |
47,741
-27,514
| -37% | -$2.85M | 0.1% | 195 |
|
|
2022
Q1 | $8.86M | Buy |
75,255
+43,655
| +138% | +$4.9M | 0.12% | 171 |
|
|
2021
Q4 | $4.09M | Sell |
31,600
-41,804
| -57% | -$4.88M | 0.11% | 164 |
|
|
2021
Q3 | $8.31M | Buy |
73,404
+48,392
| +193% | +$5.52M | 0.21% | 119 |
|
|
2021
Q2 | $2.59M | Buy |
25,012
+894
| +4% | +$84.3K | 0.09% | 186 |
|
|
2021
Q1 | $2.02M | Sell |
24,118
-2,619
| -10% | -$221K | 0.12% | 145 |
|
|
2020
Q4 | $2.44M | Buy |
26,737
+2,738
| +11% | +$227K | 0.17% | 117 |
|
|
2020
Q3 | $1.92M | Buy |
23,999
+8
| +0% | +$624 | 0.19% | 105 |
|
|
2020
Q2 | $1.66M | Sell |
23,991
-117
| -0.5% | -$8.31K | 0.17% | 117 |
|
|
2020
Q1 | $1.51M | Buy |
24,108
+16,356
| +211% | +$1.18M | 0.24% | 89 |
|
|
2019
Q4 | $602K | Buy |
7,752
+543
| +8% | +$42.4K | 0.19% | 109 |
|
|
2019
Q3 | $528K | Sell |
7,209
-1,074
| -13% | -$75.4K | 0.23% | 99 |
|
|
2019
Q2 | $512K | Buy |
8,283
+1,128
| +16% | +$68.2K | 0.19% | 116 |
|
|
2019
Q1 | $458K | Buy |
7,155
+1,032
| +17% | +$58.9K | 0.17% | 119 |
|
|
2018
Q4 | $312K | Buy |
+6,123
| New | +$310K | 0.19% | 119 |
|
Other funds holding EW
Beacon Pointe Advisors's EW Position: Q2 2026 in Review
Beacon Pointe Advisors reduced its Edwards Lifesciences (EW) stake by 13% in Q2 2026, selling an estimated $1.59M and leaving 128,603 shares worth $11.6M. The position accounts for 0.05% of the portfolio, ranked #306.
Beacon Pointe Advisors first reported a position in EW in Q4 2018 and has held it in 31 quarters since. The position peaked at $11.8M in Q1 2026. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.
- Beacon Pointe Advisors held 128,603 shares of Edwards Lifesciences worth $11.6M as of Q2 2026.
- Beacon Pointe Advisors sold 18,991 Edwards Lifesciences shares in Q2 2026, an estimated $1.59M.
- Edwards Lifesciences made up 0.05% of Beacon Pointe Advisors's portfolio in Q2 2026, its #306 holding.
- Beacon Pointe Advisors first reported a position in Edwards Lifesciences in Q4 2018 and has held it in 31 quarters since.
- Beacon Pointe Advisors's Edwards Lifesciences position peaked at $11.8M in Q1 2026.
- 1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.
Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.