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Personal CFO Solutions’s Edwards Lifesciences EW Stock Holding History

Personal CFO Solutions’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 		$347K Buy
+3,832
New +$321K 0.05% 354
2024
Q2 		– Sell
-2,108
Closed -$201K – 554
2024
Q1 		$201K Buy
+2,108
New +$177K 0.03% 528
2023
Q3 		– Sell
-2,269
Closed -$214K – 476
2023
Q2 		$214K Buy
+2,269
New +$197K 0.04% 429
2022
Q2 		– Sell
-1,912
Closed -$225K – 455
2022
Q1 		$225K Sell
1,912
-228
-11% -$25.6K 0.04% 411
2021
Q4 		$277K Buy
2,140
+176
+9% +$20.5K 0.05% 350
2021
Q3 		$222K Buy
+1,964
New +$224K 0.05% 395

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Personal CFO Solutions's EW Position: Q2 2026 in Review

Personal CFO Solutions opened a new position in Edwards Lifesciences (EW) in Q2 2026: 3,832 shares worth $347K. The stake represents 0.05% of the portfolio and ranks #354 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in EW as recently as Q1 2024.

Personal CFO Solutions first reported a position in EW in Q3 2021 and has held it in 6 quarters since. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Personal CFO Solutions held 3,832 shares of Edwards Lifesciences worth $347K as of Q2 2026.
  • Edwards Lifesciences was a new Personal CFO Solutions position in Q2 2026.
  • Edwards Lifesciences made up 0.05% of Personal CFO Solutions's portfolio in Q2 2026, its #354 holding.
  • Personal CFO Solutions first reported a position in Edwards Lifesciences in Q3 2021 and has held it in 6 quarters since.
  • 1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.