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COMPASS FINANCIAL MANAGEMENT LLC’s Edwards Lifesciences EW Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$31.7K Buy
+352
New +$29.5K ﹤0.01% 785

Other funds holding EW

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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's EW Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Edwards Lifesciences (EW) in Q2 2026: 352 shares worth $31.7K. The stake represents ﹤0.01% of the portfolio and ranks #785 among its holdings.

1,086 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 352 shares of Edwards Lifesciences worth $31.7K as of Q2 2026.
  • Edwards Lifesciences was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Edwards Lifesciences made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #785 holding.
  • 1,086 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.