Forum Finance Group’s Edwards Lifesciences EW Stock Holding History

Forum Finance Group’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	$233K	Hold	3,190	–	–	0.08%	144
2026 Q1	$206K	Buy	+3,190	New	+$263K	0.11%	125

Other funds holding EW

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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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Forum Finance Group's EW Position: Q2 2026 in Review

Forum Finance Group held its Edwards Lifesciences (EW) position steady in Q2 2026 at 3,190 shares worth $233K. The position accounts for 0.08% of the portfolio, ranked #144.

Forum Finance Group first reported a position in EW in Q1 2026 and has held it in 2 quarters since. 1,323 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Forum Finance Group held 3,190 shares of Edwards Lifesciences worth $233K as of Q2 2026.
Forum Finance Group left its Edwards Lifesciences share count unchanged in Q2 2026.
Edwards Lifesciences made up 0.08% of Forum Finance Group's portfolio in Q2 2026, its #144 holding.
Forum Finance Group first reported a position in Edwards Lifesciences in Q1 2026 and has held it in 2 quarters since.
1,323 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.