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Everhart Financial Group’s Edwards Lifesciences EW Stock Holding History

Everhart 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 		$560K Sell
6,492
-44
-0.7% -$3.91K 0.03% 267
2026
Q2 		$591K Sell
6,536
-110
-2% -$9.21K 0.04% 250
2026
Q1 		$532K Buy
6,646
+487
+8% +$40.1K 0.05% 262
2025
Q4 		$525K Buy
6,159
+475
+8% +$39K 0.05% 254
2025
Q3 		$442K Buy
5,684
+1,129
+25% +$88.2K 0.04% 268
2025
Q2 		$356K Buy
4,555
+1,287
+39% +$96K 0.04% 273
2025
Q1 		$237K Buy
+3,268
New +$234K 0.03% 299
2024
Q3 		– Sell
-2,710
Closed -$250K – 323
2024
Q2 		$250K Buy
+2,710
New +$240K 0.07% 248
2023
Q3 		– Sell
-2,229
Closed -$210K – 220
2023
Q2 		$210K Buy
+2,229
New +$194K 0.09% 206
2022
Q3 		– Sell
-2,266
Closed -$216K – 209
2022
Q2 		$216K Buy
+2,266
New +$235K 0.13% 165

Other funds holding EW

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
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
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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

Everhart Financial Group reduced its Edwards Lifesciences (EW) stake by 0.67% in Q3 2026, selling an estimated $3.91K and leaving 6,492 shares worth $560K. The position accounts for 0.03% of the portfolio, ranked #267.

Everhart Financial Group first reported a position in EW in Q2 2022 and has held it in 10 quarters since. The position peaked at $591K in Q2 2026. 43 funds tracked by Wall St. Rank hold EW as of Q3 2026.

  • Everhart Financial Group held 6,492 shares of Edwards Lifesciences worth $560K as of Q3 2026.
  • Everhart Financial Group sold 44 Edwards Lifesciences shares in Q3 2026, an estimated $3.91K.
  • Edwards Lifesciences made up 0.03% of Everhart Financial Group's portfolio in Q3 2026, its #267 holding.
  • Everhart Financial Group first reported a position in Edwards Lifesciences in Q2 2022 and has held it in 10 quarters since.
  • Everhart Financial Group's Edwards Lifesciences position peaked at $591K in Q2 2026.
  • 43 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.