BFS
EW icon

Burkett Financial Services’s Edwards Lifesciences EW Stock Holding History

Burkett Financial 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
2026
Q3 		$51.8K Hold
600
– – 0.02% 150
2026
Q2 		$54.3K Hold
600
– – 0.02% 92
2026
Q1 		$48K Hold
600
– – 0.02% 102
2025
Q4 		$51.1K Hold
600
– – 0.02% 97
2025
Q3 		$46.7K Hold
600
– – 0.02% 97
2025
Q2 		$46.9K Hold
600
– – 0.02% 97
2025
Q1 		$43.5K Hold
600
– – 0.02% 98
2024
Q4 		$44.4K Hold
600
– – 0.02% 91
2024
Q3 		$39.6K Hold
600
– – 0.02% 92
2024
Q2 		$55.4K Hold
600
– – 0.03% 74
2024
Q1 		$57.3K Hold
600
– – 0.03% 79
2023
Q4 		$45.8K Buy
+600
New +$41.7K 0.03% 85

Other funds holding EW

JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
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
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 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

Burkett Financial Services's EW Position: Q3 2026 in Review

Burkett Financial Services held its Edwards Lifesciences (EW) position steady in Q3 2026 at 600 shares worth $51.8K. The position accounts for 0.02% of the portfolio, ranked #150.

Burkett Financial Services first reported a position in EW in Q4 2023 and has held it in 12 quarters since. The position peaked at $57.3K in Q1 2024. 54 funds tracked by Wall St. Rank hold EW as of Q3 2026.

  • Burkett Financial Services held 600 shares of Edwards Lifesciences worth $51.8K as of Q3 2026.
  • Burkett Financial Services left its Edwards Lifesciences share count unchanged in Q3 2026.
  • Edwards Lifesciences made up 0.02% of Burkett Financial Services's portfolio in Q3 2026, its #150 holding.
  • Burkett Financial Services first reported a position in Edwards Lifesciences in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's Edwards Lifesciences position peaked at $57.3K in Q1 2024.
  • 54 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.