EWP
EW icon

Elevation Wealth Partners’s Edwards Lifesciences EW Stock Holding History

Elevation Wealth Partners’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 		$67.2K Buy
779
+155
+25% +$13.8K 0.02% 295
2026
Q2 		$56.4K Buy
624
+530
+564% +$44.4K 0.02% 275
2026
Q1 		$7.53K Buy
94
+23
+32% +$1.9K ﹤0.01% 588
2025
Q4 		$6.05K Buy
71
+32
+82% +$2.63K ﹤0.01% 590
2025
Q3 		$3.03K Buy
+39
New +$3.05K ﹤0.01% 566

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

Elevation Wealth Partners's EW Position: Q3 2026 in Review

Elevation Wealth Partners increased its Edwards Lifesciences (EW) stake by 25% in Q3 2026, buying an estimated $13.8K and bringing the position to 779 shares worth $67.2K. The position accounts for 0.02% of the portfolio, ranked #295.

Elevation Wealth Partners first reported a position in EW in Q3 2025 and has held it in 5 quarters since. 54 funds tracked by Wall St. Rank hold EW as of Q3 2026.

  • Elevation Wealth Partners held 779 shares of Edwards Lifesciences worth $67.2K as of Q3 2026.
  • Elevation Wealth Partners bought 155 Edwards Lifesciences shares in Q3 2026, an estimated $13.8K.
  • Edwards Lifesciences made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #295 holding.
  • Elevation Wealth Partners first reported a position in Edwards Lifesciences in Q3 2025 and has held it in 5 quarters since.
  • 54 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.