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Peak Financial Advisors’s Edwards Lifesciences EW Stock Holding History

Peak Financial 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
Q2 		$3.63M Buy
+40,131
New +$3.36M 1.5% 17

Other funds holding EW

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

Peak Financial Advisors's EW Position: Q2 2026 in Review

Peak Financial Advisors opened a new position in Edwards Lifesciences (EW) in Q2 2026: 40,131 shares worth $3.63M. The stake represents 1.5% of the portfolio and ranks #17 among its holdings.

208 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Peak Financial Advisors held 40,131 shares of Edwards Lifesciences worth $3.63M as of Q2 2026.
  • Edwards Lifesciences was a new Peak Financial Advisors position in Q2 2026.
  • Edwards Lifesciences made up 1.5% of Peak Financial Advisors's portfolio in Q2 2026, its #17 holding.
  • 208 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.