Confluence Wealth Services, Inc.
Position in EW — Edwards Lifesciences Corp
CIK 1910411
MCMURRAY, PA
Position in EW
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$278,998
-$28,839 QoQ
Shares Held
3,484
-3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Confluence Wealth Services, Inc. holds $6,179,556 across 4 Medical Devices names.
All Filings in EW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $278,998 | 3,484 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $307,837 | 3,611 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $288,993 | 3,716 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $303,141 | 3,876 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $279,120 | 3,851 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $382,364 | 5,165 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $258,812 | 3,922 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $529,280 | 5,730 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $511,628 | 5,354 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $325,587 | 4,270 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $317,371 | 4,581 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $399,864 | 4,239 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $349,699 | 4,227 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $300,678 | 4,030 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $314,407 | 3,805 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $373,988 | 3,933 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $435,799 | 3,702 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $478,946 | 3,697 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||