Action Point Financial Planning’s Edwards Lifesciences EW Stock Holding History

Action Point Financial Planning’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 Q2	$23.5K	Buy	+263	New	+$22K	﹤0.01%	1079

Other funds holding EW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Action Point Financial Planning's EW Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Edwards Lifesciences (EW) in Q2 2026: 263 shares worth $23.5K. The stake represents ﹤0.01% of the portfolio and ranks #1079 among its holdings.

1,325 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Action Point Financial Planning held 263 shares of Edwards Lifesciences worth $23.5K as of Q2 2026.
Edwards Lifesciences was a new Action Point Financial Planning position in Q2 2026.
Edwards Lifesciences made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1079 holding.
1,325 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.