Creative Financial Designs’s Edwards Lifesciences EW Stock Holding History

Creative Financial Designs’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 Q1	$13.6K	Hold	170	–	–	﹤0.01%	1316
2025 Q4	$14.5K	Hold	170	–	–	﹤0.01%	1248
2025 Q3	$13.2K	Sell	170 -138	-45%	-$10.8K	﹤0.01%	1288
2025 Q2	$24.1K	Buy	308 +5	+2%	+$373	﹤0.01%	1079
2025 Q1	$22K	Hold	303	–	–	﹤0.01%	1059
2024 Q4	$22.4K	Sell	303 -206	-40%	-$14.4K	﹤0.01%	1018
2024 Q3	$33.6K	Sell	509 -141	-22%	-$10.2K	﹤0.01%	906
2024 Q2	$60K	Buy	650 +107	+20%	+$9.47K	0.01%	710
2024 Q1	$51.9K	Buy	543 +73	+16%	+$6.13K	﹤0.01%	720
2023 Q4	$35.8K	Hold	470	–	–	﹤0.01%	757
2023 Q3	$32.6K	Buy	470 +41	+10%	+$3.29K	﹤0.01%	736
2023 Q2	$40.5K	Buy	429 +262	+157%	+$22.8K	﹤0.01%	683
2023 Q1	$13.8K	Buy	+167	New	+$13.1K	﹤0.01%	892
2022 Q4	–	Sell	-180	Closed	-$15K	–	1316
2022 Q3	$15K	Hold	180	–	–	﹤0.01%	794
2022 Q2	$17K	Hold	180	–	–	﹤0.01%	766
2022 Q1	$21K	Buy	+180	New	+$20.2K	﹤0.01%	752
2021 Q4	–	Sell	-612	Closed	-$69K	–	1282
2021 Q3	$69K	Hold	612	–	–	0.01%	530
2021 Q2	$63K	Hold	612	–	–	0.01%	543
2021 Q1	$51K	Hold	612	–	–	0.01%	558
2020 Q4	$56K	Hold	612	–	–	0.01%	486
2020 Q3	$49K	Hold	612	–	–	0.01%	466
2020 Q2	$42K	Buy	+612	New	+$43.5K	0.01%	449

Other funds holding EW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Creative Financial Designs's EW Position: Q1 2026 in Review

Creative Financial Designs held its Edwards Lifesciences (EW) position steady in Q1 2026 at 170 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Creative Financial Designs first reported a position in EW in Q2 2020 and has held it in 22 quarters since. The position peaked at $69K in Q3 2021. 1,284 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Creative Financial Designs held 170 shares of Edwards Lifesciences worth $13.6K as of Q1 2026.
Creative Financial Designs left its Edwards Lifesciences share count unchanged in Q1 2026.
Edwards Lifesciences made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1316 holding.
Creative Financial Designs first reported a position in Edwards Lifesciences in Q2 2020 and has held it in 22 quarters since.
Creative Financial Designs's Edwards Lifesciences position peaked at $69K in Q3 2021.
1,284 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.