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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Edwards Lifesciences EW Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 		$19.6K Buy
228
+227
+22,700% +$20.2K 0.01% 852
2026
Q2 		$90 Sell
1
-334
-100% -$28K ﹤0.01% 2356
2026
Q1 		$26.8K Hold
335
– – ﹤0.01% 1197
2025
Q4 		$28.6K Buy
335
+1
+0.3% +$82 ﹤0.01% 1199
2025
Q3 		$26K Hold
334
– – ﹤0.01% 1161
2025
Q2 		$26.1K Sell
334
-39
-10% -$2.91K ﹤0.01% 1130
2025
Q1 		$27K Hold
373
– – ﹤0.01% 1139
2024
Q4 		$27.6K Sell
373
-86
-19% -$6.02K ﹤0.01% 1075
2024
Q3 		$30.3K Buy
+459
New +$33.3K ﹤0.01% 1122

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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s EW Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. increased its Edwards Lifesciences (EW) stake by 22,700% in Q3 2026, buying an estimated $20.2K and bringing the position to 228 shares worth $19.6K. The position accounts for 0.01% of the portfolio, ranked #852.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in EW in Q3 2024 and has held it in 9 quarters since. The position peaked at $30.3K in Q3 2024. 1,141 funds tracked by Wall St. Rank hold EW as of Q3 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 228 shares of Edwards Lifesciences worth $19.6K as of Q3 2026.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. bought 227 Edwards Lifesciences shares in Q3 2026, an estimated $20.2K.
  • Edwards Lifesciences made up 0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q3 2026, its #852 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Edwards Lifesciences in Q3 2024 and has held it in 9 quarters since.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Edwards Lifesciences position peaked at $30.3K in Q3 2024.
  • 1,141 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.