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Kestra Advisory Services’s Edwards Lifesciences EW Stock Holding History

Kestra Advisory Services’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 		$1.6M Buy
17,684
+5,657
+47% +$474K 0.01% 1489
2026
Q1 		$963K Buy
12,027
+12
+0.1% +$989 ﹤0.01% 1766
2025
Q4 		$1.02M Buy
12,015
+1,141
+10% +$93.6K ﹤0.01% 1634
2025
Q3 		$846K Buy
10,874
+377
+4% +$29.5K ﹤0.01% 1698
2025
Q2 		$821K Sell
10,497
-1,043
-9% -$77.8K ﹤0.01% 1618
2025
Q1 		$836K Sell
11,540
-754
-6% -$54K ﹤0.01% 1493
2024
Q4 		$910K Sell
12,294
-4,186
-25% -$293K 0.01% 1477
2024
Q3 		$1.09M Sell
16,480
-6,491
-28% -$472K 0.01% 1274
2024
Q2 		$2.12M Buy
22,971
+1,235
+6% +$109K 0.01% 933
2024
Q1 		$2.08M Buy
21,736
+1,389
+7% +$117K 0.01% 860
2023
Q4 		$1.55M Buy
20,347
+166
+0.8% +$11.6K 0.01% 918
2023
Q3 		$1.4M Buy
20,181
+4,201
+26% +$338K 0.01% 841
2023
Q2 		$1.51M Sell
15,980
-2,448
-13% -$213K 0.02% 795
2023
Q1 		$1.52M Sell
18,428
-22,040
-54% -$1.73M 0.02% 750
2022
Q4 		$3.02M Buy
40,468
+4,927
+14% +$380K 0.03% 591
2022
Q3 		$2.94M Buy
35,541
+6,436
+22% +$619K 0.03% 531
2022
Q2 		$2.77M Buy
29,105
+5,366
+23% +$556K 0.03% 549
2022
Q1 		$2.79M Buy
23,739
+1,348
+6% +$151K 0.03% 560
2021
Q4 		$2.9M Sell
22,391
-1,205
-5% -$141K 0.03% 557
2021
Q3 		$2.67M Buy
23,596
+1,390
+6% +$159K 0.03% 594
2021
Q2 		$2.3M Sell
22,206
-60
-0.3% -$5.66K 0.03% 594
2021
Q1 		$1.86M Buy
22,266
+10,232
+85% +$865K 0.02% 630
2020
Q4 		$1.08M Buy
12,034
+11,913
+9,845% +$988K 0.01% 839
2020
Q3 		$655K Buy
+121
New +$9.44K 0.01% 768

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

Kestra Advisory Services's EW Position: Q2 2026 in Review

Kestra Advisory Services increased its Edwards Lifesciences (EW) stake by 47% in Q2 2026, buying an estimated $474K and bringing the position to 17,684 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #1489.

Kestra Advisory Services first reported a position in EW in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.02M in Q4 2022. 1,334 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Kestra Advisory Services held 17,684 shares of Edwards Lifesciences worth $1.6M as of Q2 2026.
  • Kestra Advisory Services bought 5,657 Edwards Lifesciences shares in Q2 2026, an estimated $474K.
  • Edwards Lifesciences made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1489 holding.
  • Kestra Advisory Services first reported a position in Edwards Lifesciences in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's Edwards Lifesciences position peaked at $3.02M in Q4 2022.
  • 1,334 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.