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Catalyst Financial Partners’s Edwards Lifesciences EW Stock Holding History

Catalyst Financial Partners’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 		$306K Sell
3,387
-339
-9% -$28.4K 0.03% 306
2026
Q1 		$298K Buy
3,726
+1,070
+40% +$88.2K 0.04% 293
2025
Q4 		$226K Buy
+2,656
New +$218K 0.03% 286
2024
Q3 		– Sell
-2,534
Closed -$234K – 275
2024
Q2 		$234K Buy
2,534
+232
+10% +$20.5K 0.05% 220
2024
Q1 		$201K Buy
+2,302
New +$193K 0.05% 224
2023
Q3 		– Sell
-2,276
Closed -$215K – 212
2023
Q2 		$215K Buy
+2,276
New +$198K 0.08% 181

Other funds holding EW

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Catalyst Financial Partners's EW Position: Q2 2026 in Review

Catalyst Financial Partners reduced its Edwards Lifesciences (EW) stake by 9.1% in Q2 2026, selling an estimated $28.4K and leaving 3,387 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #306.

Catalyst Financial Partners first reported a position in EW in Q2 2023 and has held it in 6 quarters since. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Catalyst Financial Partners held 3,387 shares of Edwards Lifesciences worth $306K as of Q2 2026.
  • Catalyst Financial Partners sold 339 Edwards Lifesciences shares in Q2 2026, an estimated $28.4K.
  • Edwards Lifesciences made up 0.03% of Catalyst Financial Partners's portfolio in Q2 2026, its #306 holding.
  • Catalyst Financial Partners first reported a position in Edwards Lifesciences in Q2 2023 and has held it in 6 quarters since.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.