Level Four Advisory Services’s Edwards Lifesciences EW Stock Holding History

Level Four 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	$299K	Buy	3,728 +207	+6%	+$17.1K	0.01%	715
2025 Q4	$300K	Buy	3,521 +220	+7%	+$18.1K	0.01%	694
2025 Q3	$257K	Buy	3,301 +119	+4%	+$9.3K	0.01%	701
2025 Q2	$249K	Sell	3,182 -589	-16%	-$43.9K	0.01%	694
2025 Q1	$273K	Sell	3,771 -54	-1%	-$3.87K	0.01%	650
2024 Q4	$283K	Sell	3,825 -1,625	-30%	-$114K	0.01%	636
2024 Q3	$365K	Sell	5,450 -4,466	-45%	-$324K	0.02%	588
2024 Q2	$916K	Buy	9,916 +1,598	+19%	+$142K	0.04%	357
2024 Q1	$634K	Hold	8,318	–	–	0.03%	405
2023 Q4	$634K	Buy	+8,318	New	+$579K	0.04%	400
2023 Q3	–	Sell	-8,175	Closed	-$771K	–	780
2023 Q2	$771K	Buy	8,175 +67	+0.8%	+$5.82K	0.05%	350
2023 Q1	$671K	Buy	8,108 +2,456	+43%	+$193K	0.04%	359
2022 Q4	$422K	Buy	+5,652	New	+$436K	0.03%	428
2020 Q1	–	Sell	-1,581	Closed	-$210K	–	507
2019 Q4	$210K	Buy	+1,581	New	+$123K	0.01%	536
2017 Q4	–	Sell	-19,035	Closed	-$694K	–	545
2017 Q3	$694K	Buy	19,035 +9,567	+101%	+$365K	0.06%	286
2017 Q2	$297K	Sell	9,468 -7,707	-45%	-$281K	0.05%	373
2017 Q1	$535K	Sell	17,175 -1,776	-9%	-$55.6K	0.05%	308
2016 Q4	$592K	Buy	+18,951	New	+$614K	0.08%	244

Other funds holding EW

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Level Four Advisory Services's EW Position: Q1 2026 in Review

Level Four Advisory Services increased its Edwards Lifesciences (EW) stake by 5.9% in Q1 2026, buying an estimated $17.1K and bringing the position to 3,728 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #715.

Level Four Advisory Services first reported a position in EW in Q4 2016 and has held it in 18 quarters since. The position peaked at $916K in Q2 2024. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Level Four Advisory Services held 3,728 shares of Edwards Lifesciences worth $299K as of Q1 2026.
Level Four Advisory Services bought 207 Edwards Lifesciences shares in Q1 2026, an estimated $17.1K.
Edwards Lifesciences made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #715 holding.
Level Four Advisory Services first reported a position in Edwards Lifesciences in Q4 2016 and has held it in 18 quarters since.
Level Four Advisory Services's Edwards Lifesciences position peaked at $916K in Q2 2024.
1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.