Edwards Lifesciences Corporation
MX ˙ BMV ˙ US28176E1082
SecurityMX:EW / Edwards Lifesciences Corporation
InstitutionEverhart Financial Group, Inc.
Latest Disclosed Ownership6,646 shares
Latest Disclosed Value $ 532,212
Everhart Financial Group, Inc. reports 7.91% increase in ownership of EW / Edwards Lifesciences Corporation

On April 9, 2026 - Everhart Financial Group, Inc. filed a 13F-HR form disclosing ownership of 6,646 shares of Edwards Lifesciences Corporation (MX:EW) valued at $532,212 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 6,159 shares of Edwards Lifesciences Corporation. This represents a change in shares of 7.91% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-09 2026-03-31 13F EDWARDS LIFESCIENCES COM 28176E108 6,646 487 7.91 532 1.33 0.0453
2026-01-07 2025-12-31 13F EDWARDS LIFESCIENCES COM 28176E108 6,159 475 8.36 525 18.78 0.0486
2025-11-04 2025-09-30 13F EDWARDS LIFESCIENCES COM 28176E108 5,684 1,129 24.79 442 24.16 0.0443
2025-08-07 2025-06-30 13F EDWARDS LIFESCIENCES COM 28176E108 4,555 1,287 39.38 356 50.85 0.0412
2025-04-16 2025-03-31 13F EDWARDS LIFESCIENCES COM 28176E108 3,268 3,268 237 0.0324
2024-11-04 2024-09-30 13F EDWARDS LIFESCIENCES COM 28176E108 0 -2,710 -100.00 0 -100.00
2024-07-24 2024-06-30 13F EDWARDS LIFESCIENCES COM 28176E108 2,710 2,710 250 0.0650
2023-10-25 2023-09-30 13F EDWARDS LIFESCIENCES COM 28176E108 0 -2,229 -100.00 0 -100.00
2023-07-13 2023-06-30 13F EDWARDS LIFESCIENCES COM 28176E108 2,229 2,229 210 0.0870
2022-10-12 2022-09-30 13F EDWARDS LIFESCIENCES COM 28176E108 0 -2,266 -100.00 0 -100.00
2022-07-12 2022-06-30 13F EDWARDS LIFESCIENCES COM 28176E108 2,266 2,266 216 0.1313
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.