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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Heritage Wealth Advisors's EW Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Edwards Lifesciences (EW) stake by 60% in Q1 2026, selling an estimated $103K and leaving 818 shares worth $65.5K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Heritage Wealth Advisors first reported a position in EW in Q3 2018 and has held it in 31 quarters since. The position peaked at $390K in Q3 2022. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Heritage Wealth Advisors held 818 shares of Edwards Lifesciences worth $65.5K as of Q1 2026.
  • Heritage Wealth Advisors sold 1,245 Edwards Lifesciences shares in Q1 2026, an estimated $103K.
  • Edwards Lifesciences made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #293 holding.
  • Heritage Wealth Advisors first reported a position in Edwards Lifesciences in Q3 2018 and has held it in 31 quarters since.
  • Heritage Wealth Advisors's Edwards Lifesciences position peaked at $390K in Q3 2022.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.