Partners in Financial Planning’s Edwards Lifesciences EW Stock Holding History

Partners in 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	$928K	Hold	11,584	–	–	0.15%	51
2025 Q4	$988K	Hold	11,584	–	–	0.17%	50
2025 Q3	$901K	Hold	11,584	–	–	0.16%	51
2025 Q2	$906K	Hold	11,584	–	–	0.17%	49
2025 Q1	$840K	Hold	11,584	–	–	0.17%	50
2024 Q4	$858K	Hold	11,584	–	–	0.17%	46
2024 Q3	$764K	Hold	11,584	–	–	0.15%	52
2024 Q2	$1.07M	Hold	11,584	–	–	0.23%	45
2024 Q1	$1.11M	Hold	11,584	–	–	0.25%	44
2023 Q4	$883K	Hold	11,584	–	–	0.21%	48
2023 Q3	$803K	Hold	11,584	–	–	0.21%	48
2023 Q2	$1.09M	Hold	11,584	–	–	0.28%	41
2023 Q1	$958K	Hold	11,584	–	–	0.25%	42
2022 Q4	$860K	Hold	11,584	–	–	0.24%	45
2022 Q3	$869K	Hold	11,584	–	–	0.25%	41
2022 Q2	$1.13M	Hold	11,584	–	–	0.36%	31
2022 Q1	$1.37M	Hold	11,584	–	–	0.43%	24
2021 Q4	$1.26M	Hold	11,584	–	–	0.39%	29
2021 Q3	$1.31M	Hold	11,584	–	–	0.41%	27
2021 Q2	$1.2M	Buy	+11,584	New	+$1.09M	0.38%	28

Other funds holding EW

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $609B AUM 40.19% 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 $167B AUM 44.17% 1-Year Est. Return

Partners in Financial Planning's EW Position: Q1 2026 in Review

Partners in Financial Planning held its Edwards Lifesciences (EW) position steady in Q1 2026 at 11,584 shares worth $928K. The position accounts for 0.15% of the portfolio, ranked #51.

Partners in Financial Planning first reported a position in EW in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.37M in Q1 2022. 1,287 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Partners in Financial Planning held 11,584 shares of Edwards Lifesciences worth $928K as of Q1 2026.
Partners in Financial Planning left its Edwards Lifesciences share count unchanged in Q1 2026.
Edwards Lifesciences made up 0.15% of Partners in Financial Planning's portfolio in Q1 2026, its #51 holding.
Partners in Financial Planning first reported a position in Edwards Lifesciences in Q2 2021 and has held it in 20 quarters since.
Partners in Financial Planning's Edwards Lifesciences position peaked at $1.37M in Q1 2022.
1,287 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

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