WPC
EW icon

Wedmont Private Capital’s Edwards Lifesciences EW Stock Holding History

Wedmont Private Capital’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 		$1.14M Buy
13,513
+444
+3% +$39.5K 0.03% 351
2026
Q2 		$1.21M Sell
13,069
-422
-3% -$35.4K 0.03% 301
2026
Q1 		$1.1M Buy
13,491
+1,769
+15% +$146K 0.04% 291
2025
Q4 		$994K Sell
11,722
-823
-7% -$67.5K 0.03% 291
2025
Q3 		$962K Buy
12,545
+455
+4% +$35.5K 0.04% 282
2025
Q2 		$933K Buy
12,090
+2,230
+23% +$166K 0.04% 275
2025
Q1 		$684K Buy
9,860
+1,512
+18% +$108K 0.04% 306
2024
Q4 		$613K Buy
8,348
+398
+5% +$27.9K 0.03% 320
2024
Q3 		$513K Sell
7,950
-754
-9% -$54.8K 0.03% 345
2024
Q2 		$792K Buy
8,704
+515
+6% +$45.6K 0.05% 241
2024
Q1 		$762K Buy
8,189
+405
+5% +$34K 0.06% 236
2023
Q4 		$589K Buy
7,784
+4,514
+138% +$314K 0.05% 270
2023
Q3 		$238K Buy
3,270
+319
+11% +$25.6K 0.02% 431
2023
Q2 		$276K Buy
2,951
+325
+12% +$28.2K 0.03% 396
2023
Q1 		$217K Buy
+2,626
New +$206K 0.03% 423
2022
Q3 		– Sell
-2,689
Closed -$256K – 383
2022
Q2 		$256K Buy
2,689
+936
+53% +$96.9K 0.06% 275
2022
Q1 		$211K Buy
1,753
+10
+0.6% +$1.12K 0.05% 306
2021
Q4 		$210K Buy
+1,743
New +$203K 0.06% 225

Other funds holding EW

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
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
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Wedmont Private Capital's EW Position: Q3 2026 in Review

Wedmont Private Capital increased its Edwards Lifesciences (EW) stake by 3.4% in Q3 2026, buying an estimated $39.5K and bringing the position to 13,513 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #351.

Wedmont Private Capital first reported a position in EW in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.21M in Q2 2026. 47 funds tracked by Wall St. Rank hold EW as of Q3 2026.

  • Wedmont Private Capital held 13,513 shares of Edwards Lifesciences worth $1.14M as of Q3 2026.
  • Wedmont Private Capital bought 444 Edwards Lifesciences shares in Q3 2026, an estimated $39.5K.
  • Edwards Lifesciences made up 0.03% of Wedmont Private Capital's portfolio in Q3 2026, its #351 holding.
  • Wedmont Private Capital first reported a position in Edwards Lifesciences in Q4 2021 and has held it in 18 quarters since.
  • Wedmont Private Capital's Edwards Lifesciences position peaked at $1.21M in Q2 2026.
  • 47 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.