FFA
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Farther Finance Advisors’s Edwards Lifesciences EW Stock Holding History

Farther Finance Advisors’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 		$1.06M Sell
12,338
-144
-1% -$12.8K 0.01% 1094
2026
Q2 		$1.13M Sell
12,482
-1,557
-11% -$130K 0.01% 1026
2026
Q1 		$1.14M Buy
14,039
+716
+5% +$59K 0.01% 887
2025
Q4 		$1.14M Buy
13,323
+1,008
+8% +$82.7K 0.01% 824
2025
Q3 		$958K Buy
12,315
+1,361
+12% +$106K 0.01% 746
2025
Q2 		$857K Buy
10,954
+2,146
+24% +$160K 0.02% 663
2025
Q1 		$633K Buy
8,808
+7,013
+391% +$502K 0.02% 678
2024
Q4 		$133K Sell
1,795
-1,286
-42% -$90K ﹤0.01% 1187
2024
Q3 		$203K Sell
3,081
-3,302
-52% -$240K 0.01% 985
2024
Q2 		$576K Buy
6,383
+4,947
+344% +$438K 0.03% 440
2024
Q1 		$135K Buy
1,436
+448
+45% +$37.6K 0.01% 841
2023
Q4 		$75.3K Buy
988
+255
+35% +$17.7K 0.01% 892
2023
Q3 		$50.8K Buy
733
+279
+61% +$22.4K 0.01% 767
2023
Q2 		$42.8K Buy
454
+44
+11% +$3.82K 0.01% 728
2023
Q1 		$33.9K Buy
410
+75
+22% +$5.89K 0.01% 727
2022
Q4 		$25K Buy
+335
New +$25.8K 0.01% 665

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
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
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

Farther Finance Advisors's EW Position: Q3 2026 in Review

Farther Finance Advisors reduced its Edwards Lifesciences (EW) stake by 1.2% in Q3 2026, selling an estimated $12.8K and leaving 12,338 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #1094.

Farther Finance Advisors first reported a position in EW in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.14M in Q1 2026. 44 funds tracked by Wall St. Rank hold EW as of Q3 2026.

  • Farther Finance Advisors held 12,338 shares of Edwards Lifesciences worth $1.06M as of Q3 2026.
  • Farther Finance Advisors sold 144 Edwards Lifesciences shares in Q3 2026, an estimated $12.8K.
  • Edwards Lifesciences made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1094 holding.
  • Farther Finance Advisors first reported a position in Edwards Lifesciences in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Edwards Lifesciences position peaked at $1.14M in Q1 2026.
  • 44 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.