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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
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 $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

Kestra Advisory Services's EW Position: Q1 2026 in Review

Kestra Advisory Services increased its Edwards Lifesciences (EW) stake by 0.1% in Q1 2026, buying an estimated $989 and bringing the position to 12,027 shares worth $963K. The position accounts for ﹤0.01% of the portfolio, ranked #1766.

Kestra Advisory Services first reported a position in EW in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.02M in Q4 2022. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Kestra Advisory Services held 12,027 shares of Edwards Lifesciences worth $963K as of Q1 2026.
  • Kestra Advisory Services bought 12 Edwards Lifesciences shares in Q1 2026, an estimated $989.
  • Edwards Lifesciences made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1766 holding.
  • Kestra Advisory Services first reported a position in Edwards Lifesciences in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Edwards Lifesciences position peaked at $3.02M in Q4 2022.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.