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Kovack Advisors’s Edwards Lifesciences EW Stock Holding History

Kovack 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 		– Sell
-2,870
Closed -$245K – 1036
2025
Q4 		$245K Buy
+2,870
New +$236K 0.01% 855
2024
Q2 		– Sell
-2,165
Closed -$207K – 581
2024
Q1 		$207K Buy
+2,165
New +$182K 0.03% 432
2022
Q3 		– Sell
-8,797
Closed -$837K – 595
2022
Q2 		$837K Sell
8,797
-1,147
-12% -$119K 0.11% 202
2022
Q1 		$1.17M Sell
9,944
-594
-6% -$66.6K 0.12% 174
2021
Q4 		$1.36M Sell
10,538
-812
-7% -$94.7K 0.13% 170
2021
Q3 		$1.28M Buy
11,350
+7,328
+182% +$836K 0.14% 171
2021
Q2 		$417K Buy
4,022
+703
+21% +$66.3K 0.05% 401
2021
Q1 		$278K Sell
3,319
-1,079
-25% -$91.2K 0.04% 490
2020
Q4 		$401K Buy
4,398
+967
+28% +$80.2K 0.06% 332
2020
Q3 		$274K Sell
3,431
-3,315
-49% -$259K 0.05% 346
2020
Q2 		$466K Sell
6,746
-157
-2% -$11.2K 0.09% 224
2020
Q1 		$434K Buy
6,903
+1,116
+19% +$80.5K 0.1% 211
2019
Q4 		$450K Buy
5,787
+84
+1% +$6.56K 0.08% 264
2019
Q3 		$418K Buy
5,703
+90
+2% +$6.32K 0.09% 262
2019
Q2 		$346K Buy
5,613
+414
+8% +$25K 0.08% 275
2019
Q1 		$332K Sell
5,199
-99
-2% -$5.65K 0.08% 270
2018
Q4 		$270K Buy
5,298
+414
+8% +$20.9K 0.08% 283
2018
Q3 		$283K Sell
4,884
-10,065
-67% -$492K 0.07% 300
2018
Q2 		$725K Buy
14,949
+2,328
+18% +$109K 0.2% 127
2018
Q1 		$587K Buy
12,621
+6,819
+118% +$296K 0.15% 164
2017
Q4 		$218K Buy
+5,802
New +$213K 0.06% 389

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

Kovack Advisors's EW Position: Q1 2026 in Review

Kovack Advisors sold out of Edwards Lifesciences (EW) in Q1 2026, closing a stake of 2,870 shares — an estimated $245K sold.

Kovack Advisors first reported a position in EW in Q4 2017 and held it in 21 quarters. The position peaked at $1.36M in Q4 2021. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Kovack Advisors reported no remaining Edwards Lifesciences position as of Q1 2026 after selling out during the quarter.
  • Kovack Advisors sold 2,870 Edwards Lifesciences shares in Q1 2026, an estimated $245K.
  • Kovack Advisors first reported a position in Edwards Lifesciences in Q4 2017 and held it in 21 quarters.
  • Kovack Advisors's Edwards Lifesciences position peaked at $1.36M in Q4 2021.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.