Toth Financial Advisory’s Edwards Lifesciences EW Stock Holding History

Toth Financial 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 Q2	$4.52K	Sell	50 -50	-50%	-$4.19K	﹤0.01%	670
2026 Q1	$8.01K	Hold	100	–	–	﹤0.01%	585
2025 Q4	$8.53K	Hold	100	–	–	﹤0.01%	573
2025 Q3	$7.78K	Hold	100	–	–	﹤0.01%	555
2025 Q2	$7.82K	Hold	100	–	–	﹤0.01%	513
2025 Q1	$7.25K	Sell	100 -20	-17%	-$1.43K	﹤0.01%	488
2024 Q4	$8.88K	Sell	120 -30	-20%	-$2.1K	﹤0.01%	462
2024 Q3	$9.9K	Sell	150 -25	-14%	-$1.82K	﹤0.01%	457
2024 Q2	$16.2K	Hold	175	–	–	﹤0.01%	418
2024 Q1	$16.7K	Sell	175 -120	-41%	-$10.1K	﹤0.01%	402
2023 Q4	$22.5K	Sell	295 -65	-18%	-$4.52K	﹤0.01%	375
2023 Q3	$24.9K	Buy	360 +61	+20%	+$4.9K	﹤0.01%	344
2023 Q2	$28.2K	Hold	299	–	–	﹤0.01%	338
2023 Q1	$24.7K	Buy	+299	New	+$23.5K	﹤0.01%	359
2022 Q4	–	Sell	-439	Closed	-$36K	–	747
2022 Q3	$36K	Buy	439 +115	+35%	+$11.1K	0.01%	307
2022 Q2	$31K	Hold	324	–	–	0.01%	326
2022 Q1	$38K	Buy	+324	New	+$36.3K	0.01%	313

Other funds holding EW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Toth Financial Advisory's EW Position: Q2 2026 in Review

Toth Financial Advisory reduced its Edwards Lifesciences (EW) stake by 50% in Q2 2026, selling an estimated $4.19K and leaving 50 shares worth $4.52K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Toth Financial Advisory first reported a position in EW in Q1 2022 and has held it in 17 quarters since. The position peaked at $38K in Q1 2022. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Toth Financial Advisory held 50 shares of Edwards Lifesciences worth $4.52K as of Q2 2026.
Toth Financial Advisory sold 50 Edwards Lifesciences shares in Q2 2026, an estimated $4.19K.
Edwards Lifesciences made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #670 holding.
Toth Financial Advisory first reported a position in Edwards Lifesciences in Q1 2022 and has held it in 17 quarters since.
Toth Financial Advisory's Edwards Lifesciences position peaked at $38K in Q1 2022.
1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.