Root Financial Partners
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Root Financial Partners’s Edwards Lifesciences EW Stock Holding History

Root Financial Partners’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 		$114K Buy
+1,324
New +$118K ﹤0.01% 671
2026
Q2 		– Sell
-1,137
Closed -$91.1K – 1294
2026
Q1 		$91.1K Buy
1,137
+394
+53% +$32.5K ﹤0.01% 606
2025
Q4 		$63.3K Sell
743
-142
-16% -$11.7K ﹤0.01% 624
2025
Q3 		$68.8K Buy
+885
New +$69.1K ﹤0.01% 563

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Root Financial Partners's EW Position: Q3 2026 in Review

Root Financial Partners opened a new position in Edwards Lifesciences (EW) in Q3 2026: 1,324 shares worth $114K. The stake represents ﹤0.01% of the portfolio and ranks #671 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EW as recently as Q1 2026.

Root Financial Partners first reported a position in EW in Q3 2025 and has held it in 4 quarters since. 752 funds tracked by Wall St. Rank hold EW as of Q3 2026.

  • Root Financial Partners held 1,324 shares of Edwards Lifesciences worth $114K as of Q3 2026.
  • Edwards Lifesciences was a new Root Financial Partners position in Q3 2026.
  • Edwards Lifesciences made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #671 holding.
  • Root Financial Partners first reported a position in Edwards Lifesciences in Q3 2025 and has held it in 4 quarters since.
  • 752 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.