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Kestra Private Wealth Services’s Edwards Lifesciences EW Stock Holding History

Kestra Private Wealth 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 		$1.72M Buy
18,978
+13,620
+254% +$1.14M 0.02% 653
2026
Q1 		$429K Sell
5,358
-68
-1% -$5.61K 0.01% 1285
2025
Q4 		$463K Sell
5,426
-413
-7% -$33.9K 0.01% 1207
2025
Q3 		$454K Buy
5,839
+392
+7% +$30.6K 0.01% 1147
2025
Q2 		$426K Buy
5,447
+863
+19% +$64.4K 0.01% 1107
2025
Q1 		$332K Sell
4,584
-124
-3% -$8.88K 0.01% 1148
2024
Q4 		$349K Sell
4,708
-2,734
-37% -$191K 0.01% 1081
2024
Q3 		$491K Buy
7,442
+1,150
+18% +$83.6K 0.01% 876
2024
Q2 		$581K Buy
6,292
+1,618
+35% +$143K 0.01% 770
2024
Q1 		$447K Sell
4,674
-122
-3% -$10.2K 0.01% 846
2023
Q4 		$366K Buy
4,796
+396
+9% +$27.6K 0.01% 862
2023
Q3 		$305K Buy
4,400
+72
+2% +$5.79K 0.01% 861
2023
Q2 		$408K Buy
4,328
+274
+7% +$23.8K 0.01% 703
2023
Q1 		$335K Sell
4,054
-885
-18% -$69.6K 0.01% 744
2022
Q4 		$368K Sell
4,939
-4,634
-48% -$357K 0.02% 607
2022
Q3 		$791K Sell
9,573
-137
-1% -$13.2K 0.05% 379
2022
Q2 		$923K Buy
9,710
+350
+4% +$36.2K 0.05% 360
2022
Q1 		$1.1M Sell
9,360
-3,989
-30% -$447K 0.05% 352
2021
Q4 		$1.73M Buy
13,349
+4,205
+46% +$490K 0.08% 260
2021
Q3 		$1.03M Buy
9,144
+499
+6% +$57K 0.06% 339
2021
Q2 		$895K Buy
8,645
+130
+2% +$12.3K 0.05% 359
2021
Q1 		$712K Buy
+8,515
New +$720K 0.05% 377

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 Private Wealth Services's EW Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Edwards Lifesciences (EW) stake by 254% in Q2 2026, buying an estimated $1.14M and bringing the position to 18,978 shares worth $1.72M. The position accounts for 0.02% of the portfolio, ranked #653.

Kestra Private Wealth Services first reported a position in EW in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.73M in Q4 2021. 1,328 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Kestra Private Wealth Services held 18,978 shares of Edwards Lifesciences worth $1.72M as of Q2 2026.
  • Kestra Private Wealth Services bought 13,620 Edwards Lifesciences shares in Q2 2026, an estimated $1.14M.
  • Edwards Lifesciences made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #653 holding.
  • Kestra Private Wealth Services first reported a position in Edwards Lifesciences in Q1 2021 and has held it in 22 quarters since.
  • Kestra Private Wealth Services's Edwards Lifesciences position peaked at $1.73M in Q4 2021.
  • 1,328 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

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