Peterson Wealth Services
EW icon

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
Q3 		$280K Sell
3,245
-8
-0.2% -$711 0.06% 121
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% +$7.94K 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

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Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
Virginia Retirement Systems
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KBC Group
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Peterson Wealth Services's EW Position: Q3 2026 in Review

Peterson Wealth Services reduced its Edwards Lifesciences (EW) stake by 0.25% in Q3 2026, selling an estimated $711 and leaving 3,245 shares worth $280K. The position accounts for 0.06% of the portfolio, ranked #121.

Peterson Wealth Services first reported a position in EW in Q4 2021 and has held it in 20 quarters since. The position peaked at $355K in Q1 2025. 492 funds tracked by Wall St. Rank hold EW as of Q3 2026.

  • Peterson Wealth Services held 3,245 shares of Edwards Lifesciences worth $280K as of Q3 2026.
  • Peterson Wealth Services sold 8 Edwards Lifesciences shares in Q3 2026, an estimated $711.
  • Edwards Lifesciences made up 0.06% of Peterson Wealth Services's portfolio in Q3 2026, its #121 holding.
  • Peterson Wealth Services first reported a position in Edwards Lifesciences in Q4 2021 and has held it in 20 quarters since.
  • Peterson Wealth Services's Edwards Lifesciences position peaked at $355K in Q1 2025.
  • 492 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.