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Peterson Wealth Services’s Edwards Lifesciences EW Stock Holding History

Peterson 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 		$294K Sell
3,253
-96
-3% -$8.04K 0.06% 113
2026
Q1 		$268K Buy
3,349
+259
+8% +$21.4K 0.07% 116
2025
Q4 		$263K Sell
3,090
-1,510
-33% -$124K 0.07% 106
2025
Q3 		$241K Buy
4,600
+1,653
+56% +$129K 0.06% 110
2025
Q2 		$230K Sell
2,947
-1,947
-40% -$145K 0.06% 111
2025
Q1 		$355K Buy
4,894
+111
+2% +$7.95K 0.11% 105
2024
Q4 		$354K Buy
4,783
+453
+10% +$31.7K 0.11% 102
2024
Q3 		$286K Buy
4,330
+708
+20% +$51.4K 0.09% 106
2024
Q2 		$335K Buy
3,622
+46
+1% +$4.07K 0.12% 101
2024
Q1 		$342K Buy
3,576
+448
+14% +$37.6K 0.12% 101
2023
Q4 		$239K Sell
3,128
-330
-10% -$23K 0.1% 89
2023
Q3 		$240K Buy
3,458
+27
+0.8% +$2.17K 0.18% 59
2023
Q2 		$324K Buy
3,431
+59
+2% +$5.13K 0.16% 73
2023
Q1 		$279K Buy
3,372
+15
+0.4% +$1.18K 0.14% 76
2022
Q4 		$250K Buy
3,357
+65
+2% +$5.01K 0.14% 81
2022
Q3 		$272K Buy
3,292
+299
+10% +$28.8K 0.19% 74
2022
Q2 		$285K Buy
2,993
+140
+5% +$14.5K 0.21% 75
2022
Q1 		$336K Buy
2,853
+531
+23% +$59.6K 0.21% 72
2021
Q4 		$301K Buy
+2,322
New +$271K 0.2% 69

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

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

Peterson Wealth Services reduced its Edwards Lifesciences (EW) stake by 2.9% in Q2 2026, selling an estimated $8.04K and leaving 3,253 shares worth $294K. The position accounts for 0.06% of the portfolio, ranked #113.

Peterson Wealth Services first reported a position in EW in Q4 2021 and has held it in 19 quarters since. The position peaked at $355K in Q1 2025. 563 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Peterson Wealth Services held 3,253 shares of Edwards Lifesciences worth $294K as of Q2 2026.
  • Peterson Wealth Services sold 96 Edwards Lifesciences shares in Q2 2026, an estimated $8.04K.
  • Edwards Lifesciences made up 0.06% of Peterson Wealth Services's portfolio in Q2 2026, its #113 holding.
  • Peterson Wealth Services first reported a position in Edwards Lifesciences in Q4 2021 and has held it in 19 quarters since.
  • Peterson Wealth Services's Edwards Lifesciences position peaked at $355K in Q1 2025.
  • 563 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.