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 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 $44.7B AUM 17.24% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

DDFG Inc's EW Position: Q2 2026 in Review

DDFG Inc held its Edwards Lifesciences (EW) position steady in Q2 2026 at 3,300 shares worth $299K. 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 15 quarters since. The position peaked at $322K in Q1 2024. 597 funds tracked by Wall St. Rank hold EW as of Q2 2026.

DDFG Inc held 3,300 shares of Edwards Lifesciences worth $299K as of Q2 2026.
DDFG Inc left its Edwards Lifesciences share count unchanged in Q2 2026.
Edwards Lifesciences made up 0.06% of DDFG Inc's portfolio in Q2 2026, its #76 holding.
DDFG Inc first reported a position in Edwards Lifesciences in Q4 2022 and has held it in 15 quarters since.
DDFG Inc's Edwards Lifesciences position peaked at $322K in Q1 2024.
597 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.