Perigon Wealth Management’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $574K | Buy |
6,349
+851
| +15% | +$71.3K | 0.01% | 819 |
|
|
2026
Q1 | $440K | Sell |
5,498
-1,285
| -19% | -$106K | 0.01% | 865 |
|
|
2025
Q4 | $578K | Buy |
6,783
+241
| +4% | +$19.8K | 0.01% | 729 |
|
|
2025
Q3 | $509K | Buy |
6,542
+1,743
| +36% | +$136K | 0.01% | 734 |
|
|
2025
Q2 | $375K | Buy |
4,799
+474
| +11% | +$35.4K | 0.01% | 765 |
|
|
2025
Q1 | $313K | Buy |
4,325
+278
| +7% | +$19.9K | 0.01% | 799 |
|
|
2024
Q4 | $283K | Sell |
4,047
-75
| -2% | -$5.25K | 0.01% | 844 |
|
|
2024
Q3 | $272K | Buy |
4,122
+134
| +3% | +$9.74K | 0.01% | 830 |
|
|
2024
Q2 | $368K | Buy |
3,988
+150
| +4% | +$13.3K | 0.01% | 620 |
|
|
2024
Q1 | $367K | Buy |
3,838
+36
| +0.9% | +$3.02K | 0.01% | 622 |
|
|
2023
Q4 | $290K | Sell |
3,802
-854
| -18% | -$59.4K | 0.01% | 668 |
|
|
2023
Q3 | $323K | Sell |
4,656
-162
| -3% | -$13K | 0.01% | 561 |
|
|
2023
Q2 | $454K | Buy |
4,818
+118
| +3% | +$10.3K | 0.02% | 481 |
|
|
2023
Q1 | $389K | Buy |
4,700
+95
| +2% | +$7.47K | 0.02% | 456 |
|
|
2022
Q4 | $344K | Buy |
4,605
+1,379
| +43% | +$106K | 0.02% | 492 |
|
|
2022
Q3 | $267K | Sell |
3,226
-340
| -10% | -$32.7K | 0.02% | 454 |
|
|
2022
Q2 | $339K | Buy |
3,566
+608
| +21% | +$62.9K | 0.03% | 399 |
|
|
2022
Q1 | $348K | Sell |
2,958
-22
| -0.7% | -$2.47K | 0.02% | 429 |
|
|
2021
Q4 | $386K | Buy |
2,980
+275
| +10% | +$32.1K | 0.03% | 398 |
|
|
2021
Q3 | $306K | Buy |
2,705
+192
| +8% | +$21.9K | 0.03% | 414 |
|
|
2021
Q2 | $260K | Buy |
2,513
+27
| +1% | +$2.54K | 0.02% | 437 |
|
|
2021
Q1 | $208K | Buy |
+2,486
| New | +$210K | 0.02% | 468 |
|
|
2018
Q2 | – | Sell |
-1,434
| Closed | -$67K | – | 355 |
|
|
2018
Q1 | $67K | Buy |
+1,434
| New | +$62.3K | 0.02% | 278 |
|
|
2017
Q4 | – | Sell |
-1,434
| Closed | -$52K | – | 627 |
|
|
2017
Q3 | $52K | Hold |
1,434
| – | – | 0.02% | 332 |
|
|
2017
Q2 | $57K | Sell |
1,434
-279
| -16% | -$10.2K | 0.01% | 368 |
|
|
2017
Q1 | $54K | Buy |
1,713
+87
| +5% | +$2.72K | 0.01% | 384 |
|
|
2016
Q4 | $50K | Buy |
1,626
+582
| +56% | +$18.9K | 0.01% | 362 |
|
|
2016
Q3 | $42K | Hold |
1,044
| – | – | 0.01% | 330 |
|
|
2016
Q2 | $35K | Hold |
1,044
| – | – | 0.01% | 305 |
|
|
2016
Q1 | $31K | Buy |
+1,044
| New | +$28.8K | 0.01% | 214 |
|
Other funds holding EW
Perigon Wealth Management's EW Position: Q2 2026 in Review
Perigon Wealth Management increased its Edwards Lifesciences (EW) stake by 15% in Q2 2026, buying an estimated $71.3K and bringing the position to 6,349 shares worth $574K. The position accounts for 0.01% of the portfolio, ranked #819.
Perigon Wealth Management first reported a position in EW in Q1 2016 and has held it in 30 quarters since. The position peaked at $578K in Q4 2025. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.
- Perigon Wealth Management held 6,349 shares of Edwards Lifesciences worth $574K as of Q2 2026.
- Perigon Wealth Management bought 851 Edwards Lifesciences shares in Q2 2026, an estimated $71.3K.
- Edwards Lifesciences made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #819 holding.
- Perigon Wealth Management first reported a position in Edwards Lifesciences in Q1 2016 and has held it in 30 quarters since.
- Perigon Wealth Management's Edwards Lifesciences position peaked at $578K in Q4 2025.
- 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.
Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.