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Cooper Financial Group’s Edwards Lifesciences EW Stock Holding History

Cooper Financial Group’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 		$415K Sell
4,805
-176
-4% -$15.6K 0.03% 283
2026
Q2 		$451K Buy
4,981
+312
+7% +$26.1K 0.04% 276
2026
Q1 		$374K Buy
4,669
+16
+0.3% +$1.32K 0.04% 291
2025
Q4 		$397K Sell
4,653
-4
-0.1% -$328 0.04% 264
2025
Q3 		$362K Sell
4,657
-112
-2% -$8.75K 0.04% 279
2025
Q2 		$373K Buy
+4,769
New +$356K 0.04% 270
2025
Q1 		– Sell
-6,466
Closed -$479K – 388
2024
Q4 		$479K Buy
6,466
+175
+3% +$12.2K 0.06% 249
2024
Q3 		$415K Sell
6,291
-91
-1% -$6.61K 0.05% 270
2024
Q2 		$590K Buy
6,382
+2,138
+50% +$189K 0.09% 200
2024
Q1 		$406K Buy
4,244
+2
+0% +$168 0.07% 248
2023
Q4 		$323K Buy
4,242
+492
+13% +$34.2K 0.06% 263
2023
Q3 		$260K Buy
+3,750
New +$301K 0.06% 269
2023
Q2 		– Sell
-3,690
Closed -$305K – 321
2023
Q1 		$305K Hold
3,690
– – 0.08% 243
2022
Q4 		$275K Sell
3,690
-4
-0.1% -$308 0.08% 234
2022
Q3 		$305K Sell
3,694
-83
-2% -$7.99K 0.11% 181
2022
Q2 		$359K Buy
3,777
+87
+2% +$9.01K 0.13% 157
2022
Q1 		$434K Hold
3,690
– – 0.16% 127
2021
Q4 		$478K Sell
3,690
-753
-17% -$87.8K 0.18% 120
2021
Q3 		$503K Hold
4,443
– – 0.1% 129
2021
Q2 		$460K Buy
4,443
+663
+18% +$62.5K 0.09% 129
2021
Q1 		$316K Hold
3,780
– – 0.07% 172
2020
Q4 		$345K Buy
3,780
+290
+8% +$24.1K 0.07% 198
2020
Q3 		$279K Sell
3,490
-739
-17% -$57.7K 0.08% 162
2020
Q2 		$292K Buy
+4,229
New +$301K 0.09% 147
2020
Q1 		– Sell
-3,906
Closed -$304K – 158
2019
Q4 		$304K Buy
3,906
+18
+0.5% +$1.41K 0.12% 104
2019
Q3 		$285K Buy
3,888
+279
+8% +$19.6K 0.13% 103
2019
Q2 		$222K Hold
3,609
– – 0.11% 118
2019
Q1 		$230K Buy
+3,609
New +$206K 0.13% 100

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

Cooper Financial Group's EW Position: Q3 2026 in Review

Cooper Financial Group reduced its Edwards Lifesciences (EW) stake by 3.5% in Q3 2026, selling an estimated $15.6K and leaving 4,805 shares worth $415K. The position accounts for 0.03% of the portfolio, ranked #283.

Cooper Financial Group first reported a position in EW in Q1 2019 and has held it in 28 quarters since. The position peaked at $590K in Q2 2024. 54 funds tracked by Wall St. Rank hold EW as of Q3 2026.

  • Cooper Financial Group held 4,805 shares of Edwards Lifesciences worth $415K as of Q3 2026.
  • Cooper Financial Group sold 176 Edwards Lifesciences shares in Q3 2026, an estimated $15.6K.
  • Edwards Lifesciences made up 0.03% of Cooper Financial Group's portfolio in Q3 2026, its #283 holding.
  • Cooper Financial Group first reported a position in Edwards Lifesciences in Q1 2019 and has held it in 28 quarters since.
  • Cooper Financial Group's Edwards Lifesciences position peaked at $590K in Q2 2024.
  • 54 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.