Forum Financial Management’s Edwards Lifesciences EW Stock Holding History

Forum Financial Management’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	–	Sell	-7,702	Closed	-$657K	–	554
2025 Q4	$657K	Hold	7,702	–	–	0.01%	368
2025 Q3	$599K	Buy	7,702 +1,366	+22%	+$107K	0.01%	381
2025 Q2	$496K	Buy	6,336 +323	+5%	+$24.1K	0.01%	414
2025 Q1	$436K	Buy	6,013 +233	+4%	+$16.7K	0.01%	428
2024 Q4	$428K	Buy	5,780 +2,709	+88%	+$190K	0.01%	440
2024 Q3	$203K	Buy	+3,071	New	+$223K	﹤0.01%	721
2023 Q3	–	Sell	-3,061	Closed	-$289K	–	653
2023 Q2	$289K	Buy	3,061 +594	+24%	+$51.6K	0.01%	446
2023 Q1	$204K	Buy	+2,467	New	+$194K	0.01%	564
2022 Q4	–	Sell	-2,700	Closed	-$223K	–	599
2022 Q3	$223K	Buy	2,700 +325	+14%	+$31.3K	0.01%	461
2022 Q2	$226K	Buy	+2,375	New	+$246K	0.01%	461
2022 Q1	–	Sell	-2,576	Closed	-$334K	–	634
2021 Q4	$334K	Buy	+2,576	New	+$300K	0.02%	366

Other funds holding EW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Forum Financial Management's EW Position: Q1 2026 in Review

Forum Financial Management sold out of Edwards Lifesciences (EW) in Q1 2026, closing a stake of 7,702 shares — an estimated $657K sold.

Forum Financial Management first reported a position in EW in Q4 2021 and held it in 11 quarters. The position peaked at $657K in Q4 2025. 1,288 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Forum Financial Management reported no remaining Edwards Lifesciences position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 7,702 Edwards Lifesciences shares in Q1 2026, an estimated $657K.
Forum Financial Management first reported a position in Edwards Lifesciences in Q4 2021 and held it in 11 quarters.
Forum Financial Management's Edwards Lifesciences position peaked at $657K in Q4 2025.
1,288 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.