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CBIZ Investment Advisory Services’s Edwards Lifesciences EW Stock Holding History

CBIZ Investment Advisory 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
Q1 		– Sell
-44
Closed -$3.75K – 528
2025
Q4 		$3.75K Buy
44
+12
+38% +$985 ﹤0.01% 559
2025
Q3 		$2.49K Hold
32
– – ﹤0.01% 545
2025
Q2 		$2.5K Buy
+32
New +$2.39K ﹤0.01% 524

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CBIZ Investment Advisory Services's EW Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Edwards Lifesciences (EW) in Q1 2026, closing a stake of 44 shares — an estimated $3.75K sold.

CBIZ Investment Advisory Services first reported a position in EW in Q2 2025 and held it in 3 quarters. The position peaked at $3.75K in Q4 2025. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Edwards Lifesciences position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 44 Edwards Lifesciences shares in Q1 2026, an estimated $3.75K.
  • CBIZ Investment Advisory Services first reported a position in Edwards Lifesciences in Q2 2025 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's Edwards Lifesciences position peaked at $3.75K in Q4 2025.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.