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BFC Planning, Inc.’s Edwards Lifesciences EW Stock Holding History

BFC Planning, Inc.’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
Q3 		$204K Sell
2,369
-35
-1% -$3.11K 0.01% 924
2026
Q2 		$217K Sell
2,404
-329
-12% -$27.6K 0.01% 903
2026
Q1 		$219K Buy
2,733
+100
+4% +$8.24K 0.01% 846
2025
Q4 		$224K Sell
2,633
-45
-2% -$3.69K 0.01% 835
2025
Q3 		$208K Sell
2,678
-53
-2% -$4.14K 0.02% 655
2025
Q2 		$214K Sell
2,731
-94
-3% -$7.01K 0.02% 617
2025
Q1 		$205K Sell
2,825
-146
-5% -$10.4K 0.02% 598
2024
Q4 		$220K Sell
2,971
-211
-7% -$14.8K 0.02% 576
2024
Q3 		$210K Buy
+3,182
New +$231K 0.02% 588

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JP Morgan Chase
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BFC Planning, Inc.'s EW Position: Q3 2026 in Review

BFC Planning, Inc. reduced its Edwards Lifesciences (EW) stake by 1.5% in Q3 2026, selling an estimated $3.11K and leaving 2,369 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #924.

BFC Planning, Inc. first reported a position in EW in Q3 2024 and has held it in 9 quarters since. The position peaked at $224K in Q4 2025. 1,141 funds tracked by Wall St. Rank hold EW as of Q3 2026.

  • BFC Planning, Inc. held 2,369 shares of Edwards Lifesciences worth $204K as of Q3 2026.
  • BFC Planning, Inc. sold 35 Edwards Lifesciences shares in Q3 2026, an estimated $3.11K.
  • Edwards Lifesciences made up 0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #924 holding.
  • BFC Planning, Inc. first reported a position in Edwards Lifesciences in Q3 2024 and has held it in 9 quarters since.
  • BFC Planning, Inc.'s Edwards Lifesciences position peaked at $224K in Q4 2025.
  • 1,141 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.