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RFG Advisory’s Edwards Lifesciences EW Stock Holding History

RFG Advisory’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 		– Sell
-2,358
Closed -$201K – 1063
2025
Q4 		$201K Buy
+2,358
New +$194K ﹤0.01% 950
2024
Q3 		– Sell
-8,493
Closed -$784K – 746
2024
Q2 		$784K Buy
8,493
+709
+9% +$62.8K 0.03% 399
2024
Q1 		$744K Buy
7,784
+521
+7% +$43.8K 0.03% 407
2023
Q4 		$554K Buy
+7,263
New +$505K 0.02% 427
2023
Q3 		– Sell
-5,425
Closed -$512K – 640
2023
Q2 		$512K Sell
5,425
-83
-2% -$7.21K 0.02% 414
2023
Q1 		$456K Buy
5,508
+109
+2% +$8.57K 0.02% 433
2022
Q4 		$443K Buy
5,399
+259
+5% +$20K 0.02% 435
2022
Q3 		$358K Buy
5,140
+171
+3% +$16.5K 0.02% 447
2022
Q2 		$527K Buy
4,969
+255
+5% +$26.4K 0.03% 345
2022
Q1 		$555K Buy
4,714
+297
+7% +$33.3K 0.04% 297
2021
Q4 		$572K Buy
4,417
+138
+3% +$16.1K 0.04% 278
2021
Q3 		$484K Sell
4,279
-156
-4% -$17.8K 0.04% 281
2021
Q2 		$459K Sell
4,435
-57
-1% -$5.37K 0.04% 282
2021
Q1 		$376K Buy
4,492
+244
+6% +$20.6K 0.04% 296
2020
Q4 		$385K Buy
4,248
+567
+15% +$47K 0.05% 282
2020
Q3 		$294K Buy
3,681
+332
+10% +$25.9K 0.04% 317
2020
Q2 		$231K Buy
+3,349
New +$238K 0.04% 338
2020
Q1 		– Sell
-3,033
Closed -$236K – 370
2019
Q4 		$236K Buy
+3,033
New +$237K 0.04% 323

Other funds holding EW

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

RFG Advisory's EW Position: Q1 2026 in Review

RFG Advisory sold out of Edwards Lifesciences (EW) in Q1 2026, closing a stake of 2,358 shares — an estimated $201K sold.

RFG Advisory first reported a position in EW in Q4 2019 and held it in 18 quarters. The position peaked at $784K in Q2 2024. 1,284 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • RFG Advisory reported no remaining Edwards Lifesciences position as of Q1 2026 after selling out during the quarter.
  • RFG Advisory sold 2,358 Edwards Lifesciences shares in Q1 2026, an estimated $201K.
  • RFG Advisory first reported a position in Edwards Lifesciences in Q4 2019 and held it in 18 quarters.
  • RFG Advisory's Edwards Lifesciences position peaked at $784K in Q2 2024.
  • 1,284 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on RFG Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.