Diversify Advisory Services’s Edwards Lifesciences EW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$419K Buy
+5,044
New +$423K 0.01% 926
2026
Q1
– Sell
-3,692
Closed -$311K – 427
2025
Q4
$311K Sell
3,692
-17,537
-83% -$1.44M 0.01% 747
2025
Q3
$1.76M Sell
21,229
-6,719
-24% -$525K 0.06% 230
2025
Q2
$2.15M Buy
27,948
+4,297
+18% +$320K 0.08% 178
2025
Q1
$1.8M Buy
23,651
+4,650
+24% +$333K 0.11% 130
2024
Q4
$1.4M Sell
19,001
-2,698
-12% -$189K 0.08% 180
2024
Q3
$1.5M Sell
21,699
-1,877
-8% -$136K 0.08% 196
2024
Q2
$2.2M Sell
23,576
-6,234
-21% -$552K 0.12% 149
2024
Q1
$2.81M Buy
+29,810
New +$2.5M 0.17% 130

Other funds holding EW

Diversify Advisory Services's EW Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Edwards Lifesciences (EW) in Q2 2026: 5,044 shares worth $419K. The stake represents 0.01% of the portfolio and ranks #926 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in EW as recently as Q4 2025.

Diversify Advisory Services first reported a position in EW in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.81M in Q1 2024. 1,338 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Diversify Advisory Services held 5,044 shares of Edwards Lifesciences worth $419K as of Q2 2026.
  • Edwards Lifesciences was a new Diversify Advisory Services position in Q2 2026.
  • Edwards Lifesciences made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #926 holding.
  • Diversify Advisory Services first reported a position in Edwards Lifesciences in Q1 2024 and has held it in 9 quarters since.
  • Diversify Advisory Services's Edwards Lifesciences position peaked at $2.81M in Q1 2024.
  • 1,338 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.