United Capital Financial Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.81M | Sell |
19,972
-21,227
| -52% | -$1.78M | 0.01% | 608 |
|
|
2026
Q1 | $3.3M | Buy |
41,199
+1,079
| +3% | +$89K | 0.02% | 453 |
|
|
2025
Q4 | $3.42M | Buy |
40,120
+1,659
| +4% | +$136K | 0.02% | 415 |
|
|
2025
Q3 | $2.99M | Buy |
38,461
+2,494
| +7% | +$195K | 0.02% | 381 |
|
|
2025
Q2 | $2.81M | Buy |
35,967
+4,707
| +15% | +$351K | 0.02% | 376 |
|
|
2025
Q1 | $2.27M | Buy |
31,260
+6,401
| +26% | +$458K | 0.02% | 402 |
|
|
2024
Q4 | $1.84M | Buy |
24,859
+9,779
| +65% | +$684K | 0.02% | 434 |
|
|
2024
Q3 | $995K | Sell |
15,080
-2,422
| -14% | -$176K | 0.01% | 541 |
|
|
2024
Q2 | $1.62M | Sell |
17,502
-11,880
| -40% | -$1.05M | 0.01% | 446 |
|
|
2024
Q1 | $2.81M | Sell |
29,382
-1,324
| -4% | -$111K | 0.02% | 369 |
|
|
2023
Q4 | $2.34M | Sell |
30,706
-4,913
| -14% | -$342K | 0.02% | 387 |
|
|
2023
Q3 | $2.47M | Sell |
35,619
-3,510
| -9% | -$282K | 0.02% | 396 |
|
|
2023
Q2 | $3.69M | Sell |
39,129
-1,405
| -3% | -$122K | 0.02% | 357 |
|
|
2023
Q1 | $3.35M | Buy |
40,534
+3,271
| +9% | +$257K | 0.02% | 371 |
|
|
2022
Q4 | $2.78M | Buy |
37,263
+22,295
| +149% | +$1.72M | 0.02% | 424 |
|
|
2022
Q3 | $1.24M | Sell |
14,968
-3,490
| -19% | -$336K | 0.01% | 568 |
|
|
2022
Q2 | $1.75M | Buy |
18,458
+2,420
| +15% | +$251K | 0.01% | 516 |
|
|
2022
Q1 | $1.89M | Sell |
16,038
-1,500
| -9% | -$168K | 0.01% | 530 |
|
|
2021
Q4 | $2.27M | Buy |
17,538
+55
| +0.3% | +$6.42K | 0.01% | 510 |
|
|
2021
Q3 | $1.98M | Sell |
17,483
-13,094
| -43% | -$1.49M | 0.01% | 527 |
|
|
2021
Q2 | $3.17M | Buy |
30,577
+949
| +3% | +$89.5K | 0.02% | 453 |
|
|
2021
Q1 | $2.48M | Sell |
29,628
-3,085
| -9% | -$261K | 0.01% | 466 |
|
|
2020
Q4 | $2.98M | Sell |
32,713
-2,545
| -7% | -$211K | 0.02% | 431 |
|
|
2020
Q3 | $2.81M | Sell |
35,258
-11,060
| -24% | -$863K | 0.02% | 433 |
|
|
2020
Q2 | $3.2M | Sell |
46,318
-59,210
| -56% | -$4.21M | 0.02% | 429 |
|
|
2020
Q1 | $6.63M | Buy |
105,528
+24,963
| +31% | +$1.8M | 0.05% | 298 |
|
|
2019
Q4 | $6.26M | Buy |
80,565
+78
| +0.1% | +$6.09K | 0.04% | 382 |
|
|
2019
Q3 | $5.9M | Sell |
80,487
-10,248
| -11% | -$720K | 0.04% | 374 |
|
|
2019
Q2 | $5.59M | Sell |
90,735
-393
| -0.4% | -$23.8K | 0.04% | 401 |
|
|
2019
Q1 | $5.81M | Buy |
91,128
+1,860
| +2% | +$106K | 0.04% | 384 |
|
|
2018
Q4 | $4.56M | Buy |
89,268
+2,034
| +2% | +$103K | 0.04% | 400 |
|
|
2018
Q3 | $5.06M | Buy |
87,234
+8,979
| +11% | +$439K | 0.04% | 430 |
|
|
2018
Q2 | $3.8M | Buy |
78,255
+6,252
| +9% | +$292K | 0.03% | 465 |
|
|
2018
Q1 | $3.35M | Buy |
72,003
+46,821
| +186% | +$2.03M | 0.03% | 472 |
|
|
2017
Q4 | $946K | Sell |
25,182
-16,152
| -39% | -$593K | 0.01% | 794 |
|
|
2017
Q3 | $1.51M | Buy |
41,334
+7,830
| +23% | +$299K | 0.01% | 652 |
|
|
2017
Q2 | $1.32M | Buy |
33,504
+8,454
| +34% | +$309K | 0.01% | 688 |
|
|
2017
Q1 | $785K | Sell |
25,050
-24,258
| -49% | -$759K | 0.01% | 809 |
|
|
2016
Q4 | $1.54M | Buy |
49,308
+2,310
| +5% | +$74.8K | 0.02% | 623 |
|
|
2016
Q3 | $1.89M | Sell |
46,998
-1,044
| -2% | -$39.3K | 0.02% | 601 |
|
|
2016
Q2 | $1.6M | Buy |
48,042
+33,342
| +227% | +$1.14M | 0.02% | 610 |
|
|
2016
Q1 | $432K | Buy |
14,700
+894
| +6% | +$24.7K | ﹤0.01% | 919 |
|
|
2015
Q4 | $363K | Sell |
13,806
-16,806
| -55% | -$436K | ﹤0.01% | 966 |
|
|
2015
Q3 | $725K | Buy |
30,612
+6,972
| +29% | +$168K | 0.01% | 782 |
|
|
2015
Q2 | $561K | Buy |
23,640
+4,422
| +23% | +$99.8K | 0.01% | 876 |
|
|
2015
Q1 | $406K | Sell |
19,218
-7,854
| -29% | -$176K | 0.01% | 985 |
|
|
2014
Q4 | $575K | Sell |
27,072
-2,796
| -9% | -$56.2K | 0.01% | 781 |
|
|
2014
Q3 | $509K | Buy |
+29,868
| New | +$471K | 0.01% | 792 |
|
|
2014
Q2 | – | Sell |
-30,672
| Closed | -$379K | – | 835 |
|
|
2014
Q1 | $379K | Buy |
+30,672
| New | +$354K | 0.01% | 713 |
|
|
2013
Q4 | – | Sell |
-32,508
| Closed | -$377K | – | 682 |
|
|
2013
Q3 | $377K | Sell |
32,508
-14,232
| -30% | -$167K | 0.01% | 509 |
|
|
2013
Q2 | $523K | Buy |
+46,740
| New | +$553K | 0.01% | 501 |
|
Other funds holding EW
United Capital Financial Advisors's EW Position: Q2 2026 in Review
United Capital Financial Advisors reduced its Edwards Lifesciences (EW) stake by 52% in Q2 2026, selling an estimated $1.78M and leaving 19,972 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #608.
United Capital Financial Advisors first reported a position in EW in Q2 2013 and has held it in 51 quarters since. The position peaked at $6.63M in Q1 2020. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.
- United Capital Financial Advisors held 19,972 shares of Edwards Lifesciences worth $1.81M as of Q2 2026.
- United Capital Financial Advisors sold 21,227 Edwards Lifesciences shares in Q2 2026, an estimated $1.78M.
- Edwards Lifesciences made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #608 holding.
- United Capital Financial Advisors first reported a position in Edwards Lifesciences in Q2 2013 and has held it in 51 quarters since.
- United Capital Financial Advisors's Edwards Lifesciences position peaked at $6.63M in Q1 2020.
- 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.