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Financial Life Planners’s Edwards Lifesciences EW Stock Holding History

Financial Life Planners’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 		$109K Hold
1,200
– – 0.07% 85
2026
Q1 		$96.1K Buy
+1,200
New +$98.9K 0.07% 83
2025
Q4 		– Sell
-1,200
Closed -$93.3K – 148
2025
Q3 		$93.3K Buy
+1,200
New +$93.8K 0.06% 94
2025
Q1 		– Sell
-1,200
Closed -$88.8K – 186
2024
Q4 		$88.8K Buy
+1,200
New +$84K 0.07% 81

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Financial Life Planners's EW Position: Q2 2026 in Review

Financial Life Planners held its Edwards Lifesciences (EW) position steady in Q2 2026 at 1,200 shares worth $109K. The position accounts for 0.07% of the portfolio, ranked #85.

Financial Life Planners first reported a position in EW in Q4 2024 and has held it in 4 quarters since. 561 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Financial Life Planners held 1,200 shares of Edwards Lifesciences worth $109K as of Q2 2026.
  • Financial Life Planners left its Edwards Lifesciences share count unchanged in Q2 2026.
  • Edwards Lifesciences made up 0.07% of Financial Life Planners's portfolio in Q2 2026, its #85 holding.
  • Financial Life Planners first reported a position in Edwards Lifesciences in Q4 2024 and has held it in 4 quarters since.
  • 561 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.