Heritage Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Heritage Wealth 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	$74K	Hold	818	–	–	﹤0.01%	294
2026 Q1	$65.5K	Sell	818 -1,245	-60%	-$103K	﹤0.01%	293
2025 Q4	$176K	Hold	2,063	–	–	0.01%	230
2025 Q3	$160K	Hold	2,063	–	–	0.01%	216
2025 Q2	$161K	Hold	2,063	–	–	0.01%	217
2025 Q1	$150K	Sell	2,063 -66	-3%	-$4.72K	0.01%	221
2024 Q4	$158K	Buy	2,129 +11	+0.5%	+$770	0.01%	224
2024 Q3	$140K	Buy	2,118 +55	+3%	+$4K	0.01%	241
2024 Q2	$191K	Hold	2,063	–	–	0.01%	204
2024 Q1	$197K	Hold	2,063	–	–	0.01%	211
2023 Q4	$157K	Hold	2,063	–	–	0.01%	230
2023 Q3	$143K	Sell	2,063 -1,568	-43%	-$126K	0.01%	222
2023 Q2	$343K	Hold	3,631	–	–	0.02%	161
2023 Q1	$300K	Sell	3,631 -1,004	-22%	-$78.9K	0.02%	174
2022 Q4	$346K	Sell	4,635 -81	-2%	-$6.24K	0.02%	157
2022 Q3	$390K	Buy	4,716 +2,699	+134%	+$260K	0.03%	141
2022 Q2	$192K	Buy	2,017 +1,285	+176%	+$133K	0.01%	202
2022 Q1	$86K	Hold	732	–	–	﹤0.01%	267
2021 Q4	$95K	Hold	732	–	–	0.01%	269
2021 Q3	$82.9K	Hold	732	–	–	0.01%	270
2021 Q2	$75.8K	Hold	732	–	–	﹤0.01%	285
2021 Q1	$61.2K	Hold	732	–	–	﹤0.01%	311
2020 Q4	$67K	Hold	732	–	–	﹤0.01%	296
2020 Q3	$58.4K	Hold	732	–	–	0.01%	255
2020 Q2	$50.6K	Hold	732	–	–	0.01%	255
2020 Q1	$46K	Sell	732 -18	-2%	-$1.3K	0.01%	253
2019 Q4	$58.3K	Buy	750 +18	+2%	+$1.41K	0.01%	290
2019 Q3	$53K	Hold	732	–	–	0.01%	272
2019 Q2	$45.1K	Hold	732	–	–	0.01%	264
2019 Q1	$46.7K	Hold	732	–	–	0.01%	235
2018 Q4	$37K	Hold	732	–	–	0.01%	213
2018 Q3	$42K	Buy	+732	New	+$35.8K	0.01%	207

Other funds holding EW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Heritage Wealth Advisors's EW Position: Q2 2026 in Review

Heritage Wealth Advisors held its Edwards Lifesciences (EW) position steady in Q2 2026 at 818 shares worth $74K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Heritage Wealth Advisors first reported a position in EW in Q3 2018 and has held it in 32 quarters since. The position peaked at $390K in Q3 2022. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Heritage Wealth Advisors held 818 shares of Edwards Lifesciences worth $74K as of Q2 2026.
Heritage Wealth Advisors left its Edwards Lifesciences share count unchanged in Q2 2026.
Edwards Lifesciences made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #294 holding.
Heritage Wealth Advisors first reported a position in Edwards Lifesciences in Q3 2018 and has held it in 32 quarters since.
Heritage Wealth Advisors's Edwards Lifesciences position peaked at $390K in Q3 2022.
1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.