Compass Financial Management’s Edwards Lifesciences EW Stock Holding History

Compass Financial Management’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

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

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Compass Financial Management's EW Position: Q2 2026 in Review

Compass Financial Management 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.

1,259 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Compass Financial Management held 352 shares of Edwards Lifesciences worth $31.7K as of Q2 2026.
Edwards Lifesciences was a new Compass Financial Management position in Q2 2026.
Edwards Lifesciences made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #785 holding.
1,259 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.