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Beacon Financial Strategies’s Edwards Lifesciences EW Stock Holding History

Beacon Financial Strategies’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 		$21.7K Hold
240
– – 0.01% 147
2026
Q1 		$19.2K Hold
240
– – 0.01% 120
2025
Q4 		$20.5K Buy
+240
New +$19.7K 0.01% 115

Other funds holding EW

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Beacon Financial Strategies's EW Position: Q2 2026 in Review

Beacon Financial Strategies held its Edwards Lifesciences (EW) position steady in Q2 2026 at 240 shares worth $21.7K. The position accounts for 0.01% of the portfolio, ranked #147.

Beacon Financial Strategies first reported a position in EW in Q4 2025 and has held it in 3 quarters since. 174 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Beacon Financial Strategies held 240 shares of Edwards Lifesciences worth $21.7K as of Q2 2026.
  • Beacon Financial Strategies left its Edwards Lifesciences share count unchanged in Q2 2026.
  • Edwards Lifesciences made up 0.01% of Beacon Financial Strategies's portfolio in Q2 2026, its #147 holding.
  • Beacon Financial Strategies first reported a position in Edwards Lifesciences in Q4 2025 and has held it in 3 quarters since.
  • 174 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.