DDFG Inc’s Edwards Lifesciences EW Stock Holding History

DDFG Inc’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	$285K	Hold	3,300	–	–	0.06%	76
2026 Q2	$299K	Hold	3,300	–	–	0.06%	76
2026 Q1	$264K	Hold	3,300	–	–	0.06%	74
2025 Q4	$281K	Hold	3,300	–	–	0.06%	72
2025 Q3	$257K	Hold	3,300	–	–	0.06%	73
2025 Q2	$258K	Hold	3,300	–	–	0.06%	69
2025 Q1	$239K	Hold	3,300	–	–	0.07%	67
2024 Q4	$244K	Hold	3,300	–	–	0.07%	69
2024 Q3	$218K	Hold	3,300	–	–	0.06%	75
2024 Q2	$305K	Sell	3,300 -69	-2%	-$6.11K	0.09%	62
2024 Q1	$322K	Hold	3,369	–	–	0.1%	59
2023 Q4	$257K	Hold	3,369	–	–	0.09%	63
2023 Q3	$233K	Hold	3,369	–	–	0.09%	64
2023 Q2	$318K	Sell	3,369 -75	-2%	-$6.52K	0.12%	55
2023 Q1	$285K	Hold	3,444	–	–	0.11%	57
2022 Q4	$257K	Buy	+3,444	New	+$265K	0.11%	58

Other funds holding EW

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Seilern Investment Management London, United Kingdom $771M AUM 2.59% 1-Year Est. Return

DDFG Inc's EW Position: Q3 2026 in Review

DDFG Inc held its Edwards Lifesciences (EW) position steady in Q3 2026 at 3,300 shares worth $285K. The position accounts for 0.06% of the portfolio, ranked #76.

DDFG Inc first reported a position in EW in Q4 2022 and has held it in 16 quarters since. The position peaked at $322K in Q1 2024. 529 funds tracked by Wall St. Rank hold EW as of Q3 2026.

DDFG Inc held 3,300 shares of Edwards Lifesciences worth $285K as of Q3 2026.
DDFG Inc left its Edwards Lifesciences share count unchanged in Q3 2026.
Edwards Lifesciences made up 0.06% of DDFG Inc's portfolio in Q3 2026, its #76 holding.
DDFG Inc first reported a position in Edwards Lifesciences in Q4 2022 and has held it in 16 quarters since.
DDFG Inc's Edwards Lifesciences position peaked at $322K in Q1 2024.
529 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.