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Compass Planning Associates’s Edwards Lifesciences EW Stock Holding History

Compass Planning Associates’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
2025
Q3 		– Sell
-80
Closed -$6.26K – 60
2025
Q2 		$6.26K Hold
80
– – 0.01% 106
2025
Q1 		$5.8K Hold
80
– – 0.01% 111
2024
Q4 		$5.92K Buy
+80
New +$5.6K 0.01% 111

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Bank of New York Mellon
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
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DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Compass Planning Associates's EW Position: Q3 2025 in Review

Compass Planning Associates sold out of Edwards Lifesciences (EW) in Q3 2025, closing a stake of 80 shares — an estimated $6.26K sold.

Compass Planning Associates first reported a position in EW in Q4 2024 and held it in 3 quarters. The position peaked at $6.26K in Q2 2025. 1,254 funds tracked by Wall St. Rank hold EW as of Q3 2025.

  • Compass Planning Associates reported no remaining Edwards Lifesciences position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 80 Edwards Lifesciences shares in Q3 2025, an estimated $6.26K.
  • Compass Planning Associates first reported a position in Edwards Lifesciences in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's Edwards Lifesciences position peaked at $6.26K in Q2 2025.
  • 1,254 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.