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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
Q3 		$4.32K Hold
50
– – ﹤0.01% 691
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

JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Toth Financial Advisory's EW Position: Q3 2026 in Review

Toth Financial Advisory held its Edwards Lifesciences (EW) position steady in Q3 2026 at 50 shares worth $4.32K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

Toth Financial Advisory first reported a position in EW in Q1 2022 and has held it in 18 quarters since. The position peaked at $38K in Q1 2022. 54 funds tracked by Wall St. Rank hold EW as of Q3 2026.

  • Toth Financial Advisory held 50 shares of Edwards Lifesciences worth $4.32K as of Q3 2026.
  • Toth Financial Advisory left its Edwards Lifesciences share count unchanged in Q3 2026.
  • Edwards Lifesciences made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #691 holding.
  • Toth Financial Advisory first reported a position in Edwards Lifesciences in Q1 2022 and has held it in 18 quarters since.
  • Toth Financial Advisory's Edwards Lifesciences position peaked at $38K in Q1 2022.
  • 54 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.