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LifeSteps Financial’s Edwards Lifesciences EW Stock Holding History

LifeSteps Financial’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 		$34.7K Buy
+384
New +$32.2K 0.02% 251
2024
Q2 		– Sell
-1,107
Closed -$106K – 187
2024
Q1 		$106K Buy
+1,107
New +$93K 0.08% 108

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
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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

LifeSteps Financial's EW Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Edwards Lifesciences (EW) in Q2 2026: 384 shares worth $34.7K. The stake represents 0.02% of the portfolio and ranks #251 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in EW as recently as Q1 2024.

LifeSteps Financial first reported a position in EW in Q1 2024 and has held it in 2 quarters since. The position peaked at $106K in Q1 2024. 287 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • LifeSteps Financial held 384 shares of Edwards Lifesciences worth $34.7K as of Q2 2026.
  • Edwards Lifesciences was a new LifeSteps Financial position in Q2 2026.
  • Edwards Lifesciences made up 0.02% of LifeSteps Financial's portfolio in Q2 2026, its #251 holding.
  • LifeSteps Financial first reported a position in Edwards Lifesciences in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Edwards Lifesciences position peaked at $106K in Q1 2024.
  • 287 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.