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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
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Everhart Financial Group's EW Position: Q2 2026 in Review

Everhart Financial Group reduced its Edwards Lifesciences (EW) stake by 1.7% in Q2 2026, selling an estimated $9.21K and leaving 6,536 shares worth $591K. The position accounts for 0.04% of the portfolio, ranked #250.

Everhart Financial Group first reported a position in EW in Q2 2022 and has held it in 9 quarters since. 287 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Everhart Financial Group held 6,536 shares of Edwards Lifesciences worth $591K as of Q2 2026.
  • Everhart Financial Group sold 110 Edwards Lifesciences shares in Q2 2026, an estimated $9.21K.
  • Edwards Lifesciences made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #250 holding.
  • Everhart Financial Group first reported a position in Edwards Lifesciences in Q2 2022 and has held it in 9 quarters since.
  • 287 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.