Fortis Advisors’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
Q1 | $280K | Hold |
3,500
| – | – | 0.14% | 98 |
|
|
2025
Q4 | $298K | Hold |
3,500
| – | – | 0.16% | 95 |
|
|
2025
Q3 | $272K | Hold |
3,500
| – | – | 0.15% | 96 |
|
|
2025
Q2 | $274K | Sell |
3,500
-500
| -13% | -$37.3K | 0.18% | 91 |
|
|
2025
Q1 | $290K | Hold |
4,000
| – | – | 0.19% | 84 |
|
|
2024
Q4 | $296K | Hold |
4,000
| – | – | 0.19% | 86 |
|
|
2024
Q3 | $264K | Hold |
4,000
| – | – | 0.17% | 92 |
|
|
2024
Q2 | $369K | Hold |
4,000
| – | – | 0.26% | 65 |
|
|
2024
Q1 | $382K | Hold |
4,000
| – | – | 0.26% | 65 |
|
|
2023
Q4 | $305K | Hold |
4,000
| – | – | 0.22% | 72 |
|
|
2023
Q3 | $277K | Hold |
4,000
| – | – | 0.21% | 76 |
|
|
2023
Q2 | $377K | Sell |
4,000
-500
| -11% | -$43.5K | 0.27% | 57 |
|
|
2023
Q1 | $372K | Hold |
4,500
| – | – | 0.24% | 59 |
|
|
2022
Q4 | $336K | Hold |
4,500
| – | – | 0.26% | 65 |
|
|
2022
Q3 | $372K | Hold |
4,500
| – | – | 0.27% | 54 |
|
|
2022
Q2 | $428K | Hold |
4,500
| – | – | 0.28% | 48 |
|
|
2022
Q1 | $530K | Hold |
4,500
| – | – | 0.29% | 49 |
|
|
2021
Q4 | $583K | Hold |
4,500
| – | – | 0.34% | 45 |
|
|
2021
Q3 | $509K | Hold |
4,500
| – | – | 0.31% | 49 |
|
|
2021
Q2 | $466K | Hold |
4,500
| – | – | 0.27% | 56 |
|
|
2021
Q1 | $376K | Hold |
4,500
| – | – | 0.27% | 57 |
|
|
2020
Q4 | $411K | Hold |
4,500
| – | – | 0.36% | 41 |
|
|
2020
Q3 | $359K | Hold |
4,500
| – | – | 0.34% | 36 |
|
|
2020
Q2 | $311K | Sell |
4,500
-2,229
| -33% | -$158K | 0.31% | 44 |
|
|
2020
Q1 | $423K | Buy |
6,729
+2,229
| +50% | +$161K | 0.28% | 39 |
|
|
2019
Q4 | $350K | Hold |
4,500
| – | – | 0.21% | 64 |
|
|
2019
Q3 | $330K | Hold |
4,500
| – | – | 0.16% | 62 |
|
|
2019
Q2 | $277K | Hold |
4,500
| – | – | 0.13% | 78 |
|
|
2019
Q1 | $287K | Hold |
4,500
| – | – | 0.15% | 67 |
|
|
2018
Q4 | $230K | Hold |
4,500
| – | – | 0.14% | 66 |
|
|
2018
Q3 | $261K | Hold |
4,500
| – | – | 0.15% | 63 |
|
|
2018
Q2 | $218K | Hold |
4,500
| – | – | 0.13% | 72 |
|
|
2018
Q1 | $209K | Hold |
4,500
| – | – | 0.12% | 64 |
|
|
2017
Q4 | $169K | Hold |
4,500
| – | – | 0.1% | 79 |
|
|
2017
Q3 | $164K | Buy |
+4,500
| New | +$172K | 0.11% | 69 |
|
Other funds holding EW
VCM
VPM
Fortis Advisors's EW Position: Q1 2026 in Review
Fortis Advisors held its Edwards Lifesciences (EW) position steady in Q1 2026 at 3,500 shares worth $280K. The position accounts for 0.14% of the portfolio, ranked #98.
Fortis Advisors first reported a position in EW in Q3 2017 and has held it in 35 quarters since. The position peaked at $583K in Q4 2021. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.
- Fortis Advisors held 3,500 shares of Edwards Lifesciences worth $280K as of Q1 2026.
- Fortis Advisors left its Edwards Lifesciences share count unchanged in Q1 2026.
- Edwards Lifesciences made up 0.14% of Fortis Advisors's portfolio in Q1 2026, its #98 holding.
- Fortis Advisors first reported a position in Edwards Lifesciences in Q3 2017 and has held it in 35 quarters since.
- Fortis Advisors's Edwards Lifesciences position peaked at $583K in Q4 2021.
- 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.
Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.