Mark Sheptoff Financial Planning’s Edwards Lifesciences EW Stock Holding History

Mark Sheptoff Financial Planning’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	$39.8K	Hold	480	–	–	0.02%	198
2025 Q4	$40.9K	Hold	480	–	–	0.02%	208
2025 Q3	$37.3K	Hold	480	–	–	0.02%	214
2025 Q2	$37.5K	Hold	480	–	–	0.02%	206
2025 Q1	$34.8K	Hold	480	–	–	0.02%	194
2024 Q4	$35.5K	Hold	480	–	–	0.02%	201
2024 Q3	$31.7K	Hold	480	–	–	0.02%	205
2024 Q2	$44.3K	Hold	480	–	–	0.02%	185
2024 Q1	$45.9K	Hold	480	–	–	0.03%	180
2023 Q4	$36.6K	Hold	480	–	–	0.02%	184
2023 Q3	$33.3K	Hold	480	–	–	0.02%	178
2023 Q2	$45.3K	Hold	480	–	–	0.03%	167
2023 Q1	$39.7K	Hold	480	–	–	0.02%	168
2022 Q4	$35.8K	Hold	480	–	–	0.02%	166
2022 Q3	$40K	Hold	480	–	–	0.02%	159
2022 Q2	$46K	Hold	480	–	–	0.03%	165
2022 Q1	$57K	Hold	480	–	–	0.03%	167
2021 Q4	$62K	Hold	480	–	–	0.03%	167
2021 Q3	$54K	Hold	480	–	–	0.03%	172
2021 Q2	$50K	Hold	480	–	–	0.03%	185
2021 Q1	$40K	Hold	480	–	–	0.02%	181
2020 Q4	$44K	Buy	+480	New	+$39.8K	0.03%	167
2020 Q3	–	Sell	-480	Closed	-$33K	–	343
2020 Q2	$33K	Hold	480	–	–	0.02%	170
2020 Q1	$30K	Hold	480	–	–	0.02%	160
2019 Q4	$37K	Hold	480	–	–	0.02%	169
2019 Q3	$35K	Buy	+480	New	+$33.7K	0.02%	171

Other funds holding EW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Mark Sheptoff Financial Planning's EW Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Edwards Lifesciences (EW) position steady in Q1 2026 at 480 shares worth $39.8K. The position accounts for 0.02% of the portfolio, ranked #198.

Mark Sheptoff Financial Planning first reported a position in EW in Q3 2019 and has held it in 26 quarters since. The position peaked at $62K in Q4 2021. 1,284 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Mark Sheptoff Financial Planning held 480 shares of Edwards Lifesciences worth $39.8K as of Q1 2026.
Mark Sheptoff Financial Planning left its Edwards Lifesciences share count unchanged in Q1 2026.
Edwards Lifesciences made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #198 holding.
Mark Sheptoff Financial Planning first reported a position in Edwards Lifesciences in Q3 2019 and has held it in 26 quarters since.
Mark Sheptoff Financial Planning's Edwards Lifesciences position peaked at $62K in Q4 2021.
1,284 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.