Trifecta Capital Advisors’s Edwards Lifesciences EW Stock Holding History

Trifecta Capital Advisors’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	$375K	Hold	4,350	–	–	0.05%	85
2026 Q2	$394K	Hold	4,350	–	–	0.05%	82
2026 Q1	$348K	Hold	4,350	–	–	0.05%	79
2025 Q4	$371K	Sell	4,350 -17	-0.4%	-$1.4K	0.05%	80
2025 Q3	$340K	Hold	4,367	–	–	0.05%	82
2025 Q2	$342K	Buy	4,367 +4,350	+25,588%	+$324K	0.06%	80
2025 Q1	$1.23K	Sell	17 -300	-95%	-$21.5K	﹤0.01%	356
2024 Q4	$23.5K	Buy	317 +17	+6%	+$1.19K	﹤0.01%	180
2024 Q3	$19.8K	Hold	300	–	–	﹤0.01%	191
2024 Q2	$27.7K	Hold	300	–	–	0.01%	168
2024 Q1	$28.7K	Hold	300	–	–	0.01%	157
2023 Q4	$22.9K	Hold	300	–	–	0.01%	168
2023 Q3	$20.8K	Hold	300	–	–	0.01%	178
2023 Q2	$28.3K	Hold	300	–	–	0.01%	172
2023 Q1	$24.8K	Sell	300 -80	-21%	-$6.29K	0.01%	175
2022 Q4	$28.4K	Buy	+380	New	+$29.3K	0.01%	153

Other funds holding EW

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Trifecta Capital Advisors's EW Position: Q3 2026 in Review

Trifecta Capital Advisors held its Edwards Lifesciences (EW) position steady in Q3 2026 at 4,350 shares worth $375K. The position accounts for 0.05% of the portfolio, ranked #85.

Trifecta Capital Advisors first reported a position in EW in Q4 2022 and has held it in 16 quarters since. The position peaked at $394K in Q2 2026. 774 funds tracked by Wall St. Rank hold EW as of Q3 2026.

Trifecta Capital Advisors held 4,350 shares of Edwards Lifesciences worth $375K as of Q3 2026.
Trifecta Capital Advisors left its Edwards Lifesciences share count unchanged in Q3 2026.
Edwards Lifesciences made up 0.05% of Trifecta Capital Advisors's portfolio in Q3 2026, its #85 holding.
Trifecta Capital Advisors first reported a position in Edwards Lifesciences in Q4 2022 and has held it in 16 quarters since.
Trifecta Capital Advisors's Edwards Lifesciences position peaked at $394K in Q2 2026.
774 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.