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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
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

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Burkett Financial Services's EW Position: Q2 2026 in Review

Burkett Financial Services held its Edwards Lifesciences (EW) position steady in Q2 2026 at 600 shares worth $54.3K. The position accounts for 0.02% of the portfolio, ranked #92.

Burkett Financial Services first reported a position in EW in Q4 2023 and has held it in 11 quarters since. The position peaked at $57.3K in Q1 2024. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Burkett Financial Services held 600 shares of Edwards Lifesciences worth $54.3K as of Q2 2026.
  • Burkett Financial Services left its Edwards Lifesciences share count unchanged in Q2 2026.
  • Edwards Lifesciences made up 0.02% of Burkett Financial Services's portfolio in Q2 2026, its #92 holding.
  • Burkett Financial Services first reported a position in Edwards Lifesciences in Q4 2023 and has held it in 11 quarters since.
  • Burkett Financial Services's Edwards Lifesciences position peaked at $57.3K in Q1 2024.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.