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Valeo Financial Advisors’s Edwards Lifesciences EW Stock Holding History

Valeo Financial 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 		$358K Buy
4,148
+2
+0% +$178 0.01% 570
2026
Q2 		$375K Buy
4,146
+488
+13% +$40.9K 0.01% 540
2026
Q1 		$293K Sell
3,658
-3,362
-48% -$277K 0.01% 557
2025
Q4 		$598K Sell
7,020
-1,027
-13% -$84.3K 0.01% 416
2025
Q3 		$626K Buy
8,047
+2,172
+37% +$170K 0.01% 409
2025
Q2 		$459K Buy
5,875
+739
+14% +$55.1K 0.01% 473
2025
Q1 		$372K Buy
5,136
+142
+3% +$10.2K 0.01% 480
2024
Q4 		$370K Buy
4,994
+508
+11% +$35.6K 0.01% 478
2024
Q3 		$296K Sell
4,486
-647
-13% -$47K 0.01% 531
2024
Q2 		$474K Buy
5,133
+354
+7% +$31.3K 0.01% 403
2024
Q1 		$423K Sell
4,779
-332
-6% -$27.9K 0.02% 420
2023
Q4 		$390K Buy
5,111
+1,978
+63% +$138K 0.02% 420
2023
Q3 		$217K Sell
3,133
-1,818
-37% -$146K 0.01% 546
2023
Q2 		$467K Buy
4,951
+562
+13% +$48.8K 0.02% 337
2023
Q1 		$363K Buy
4,389
+1,565
+55% +$123K 0.02% 392
2022
Q4 		$211K Buy
+2,824
New +$218K 0.01% 473
2021
Q2 		– Sell
-969
Closed -$81K – 921
2021
Q1 		$81K Hold
969
– – ﹤0.01% 688
2020
Q4 		$88K Sell
969
-45
-4% -$3.73K ﹤0.01% 609
2020
Q3 		$81K Sell
1,014
-558
-35% -$43.5K 0.01% 527
2020
Q2 		$109K Sell
1,572
-12
-0.8% -$853 0.01% 486
2020
Q1 		$113K Buy
1,584
+171
+12% +$12.3K 0.01% 398
2019
Q4 		$110K Buy
1,413
+210
+17% +$16.4K 0.01% 442
2019
Q3 		$88K Sell
1,203
-15
-1% -$1.05K 0.01% 462
2019
Q2 		$75K Sell
1,218
-189
-13% -$11.4K 0.01% 494
2019
Q1 		$90K Buy
1,407
+48
+4% +$2.74K 0.01% 433
2018
Q4 		$69K Buy
1,359
+24
+2% +$1.21K 0.01% 444
2018
Q3 		$65K Buy
1,335
+54
+4% +$2.64K 0.01% 497
2018
Q2 		$59K Sell
1,281
-123
-9% -$5.74K 0.01% 506
2018
Q1 		$65K Hold
1,404
– – 0.01% 445
2017
Q4 		$53K Buy
1,404
+663
+89% +$24.3K 0.01% 458
2017
Q3 		$27K Buy
+741
New +$28.3K 0.01% 516

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

Valeo Financial Advisors's EW Position: Q3 2026 in Review

Valeo Financial Advisors increased its Edwards Lifesciences (EW) stake by 0.05% in Q3 2026, buying an estimated $178 and bringing the position to 4,148 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #570.

Valeo Financial Advisors first reported a position in EW in Q3 2017 and has held it in 31 quarters since. The position peaked at $626K in Q3 2025. 51 funds tracked by Wall St. Rank hold EW as of Q3 2026.

  • Valeo Financial Advisors held 4,148 shares of Edwards Lifesciences worth $358K as of Q3 2026.
  • Valeo Financial Advisors bought 2 Edwards Lifesciences shares in Q3 2026, an estimated $178.
  • Edwards Lifesciences made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #570 holding.
  • Valeo Financial Advisors first reported a position in Edwards Lifesciences in Q3 2017 and has held it in 31 quarters since.
  • Valeo Financial Advisors's Edwards Lifesciences position peaked at $626K in Q3 2025.
  • 51 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

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