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Fortis Group Advisors’s Edwards Lifesciences EW Stock Holding History

Fortis Group 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
Q2 		$10.9K Hold
120
– – ﹤0.01% 384
2026
Q1 		$9.61K Hold
120
– – ﹤0.01% 387
2025
Q4 		$10.2K Hold
120
– – ﹤0.01% 381
2025
Q3 		$9.33K Hold
120
– – ﹤0.01% 345
2025
Q2 		$9.38K Hold
120
– – ﹤0.01% 333
2025
Q1 		$8.7K Hold
120
– – ﹤0.01% 310
2024
Q4 		$8.88K Hold
120
– – ﹤0.01% 317
2024
Q3 		$7.92K Hold
120
– – ﹤0.01% 320
2024
Q2 		$11.1K Hold
120
– – ﹤0.01% 289
2024
Q1 		$11.5K Sell
120
-120
-50% -$10.1K ﹤0.01% 308
2023
Q4 		$18.3K Buy
240
+120
+100% +$8.35K ﹤0.01% 245
2023
Q3 		$8.31K Buy
+120
New +$9.64K ﹤0.01% 242
2020
Q3 		$9K Buy
+120
New +$9.36K ﹤0.01% 292

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Fortis Group Advisors's EW Position: Q2 2026 in Review

Fortis Group Advisors held its Edwards Lifesciences (EW) position steady in Q2 2026 at 120 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Fortis Group Advisors first reported a position in EW in Q3 2020 and has held it in 13 quarters since. The position peaked at $18.3K in Q4 2023. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Fortis Group Advisors held 120 shares of Edwards Lifesciences worth $10.9K as of Q2 2026.
  • Fortis Group Advisors left its Edwards Lifesciences share count unchanged in Q2 2026.
  • Edwards Lifesciences made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #384 holding.
  • Fortis Group Advisors first reported a position in Edwards Lifesciences in Q3 2020 and has held it in 13 quarters since.
  • Fortis Group Advisors's Edwards Lifesciences position peaked at $18.3K in Q4 2023.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.