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Comprehensive Financial Consultants Institutional’s Edwards Lifesciences EW Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$3.11M Buy
34,411
+1,282
+4% +$107K 0.82% 46
2026
Q1 		$2.65M Buy
33,129
+681
+2% +$56.1K 0.79% 44
2025
Q4 		$2.77M Buy
32,448
+739
+2% +$60.6K 0.84% 42
2025
Q3 		$2.47M Buy
31,709
+1,254
+4% +$98K 0.76% 48
2025
Q2 		$2.38M Buy
30,455
+3,523
+13% +$263K 0.78% 45
2025
Q1 		$1.95M Buy
26,932
+2,304
+9% +$165K 0.69% 51
2024
Q4 		$1.82M Buy
24,628
+1,971
+9% +$138K 0.66% 53
2024
Q3 		$1.5M Buy
22,657
+824
+4% +$59.9K 0.55% 70
2024
Q2 		$2.02M Buy
21,833
+1,397
+7% +$124K 0.79% 45
2024
Q1 		$1.95M Buy
20,436
+1,619
+9% +$136K 0.81% 47
2023
Q4 		$1.43M Buy
18,817
+2,555
+16% +$178K 0.67% 63
2023
Q3 		$1.13M Buy
16,262
+2,534
+18% +$204K 0.59% 67
2023
Q2 		$1.27M Buy
13,728
+935
+7% +$81.3K 0.67% 60
2023
Q1 		$1.06M Buy
12,793
+1,000
+8% +$78.6K 0.6% 65
2022
Q4 		$917K Buy
11,793
+1,010
+9% +$77.8K 0.55% 69
2022
Q3 		$921K Buy
10,783
+419
+4% +$40.3K 0.61% 58
2022
Q2 		$998K Buy
10,364
+104
+1% +$10.8K 0.71% 50
2022
Q1 		$1.03M Buy
10,260
+797
+8% +$89.4K 0.72% 46
2021
Q4 		$1.07M Buy
+9,463
New +$1.1M 0.69% 44

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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 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

Comprehensive Financial Consultants Institutional's EW Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its Edwards Lifesciences (EW) stake by 3.9% in Q2 2026, buying an estimated $107K and bringing the position to 34,411 shares worth $3.11M. The position accounts for 0.82% of the portfolio, ranked #46.

Comprehensive Financial Consultants Institutional first reported a position in EW in Q4 2021 and has held it in 19 quarters since. 195 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 34,411 shares of Edwards Lifesciences worth $3.11M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 1,282 Edwards Lifesciences shares in Q2 2026, an estimated $107K.
  • Edwards Lifesciences made up 0.82% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #46 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Edwards Lifesciences in Q4 2021 and has held it in 19 quarters since.
  • 195 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.