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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
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

Other funds holding EW

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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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return

Root Financial Partners's EW Position: Q2 2026 in Review

Root Financial Partners sold out of Edwards Lifesciences (EW) in Q2 2026, closing a stake of 1,137 shares — an estimated $91.1K sold.

Root Financial Partners first reported a position in EW in Q3 2025 and held it in 3 quarters. The position peaked at $91.1K in Q1 2026. 489 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Root Financial Partners reported no remaining Edwards Lifesciences position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,137 Edwards Lifesciences shares in Q2 2026, an estimated $91.1K.
  • Root Financial Partners first reported a position in Edwards Lifesciences in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Edwards Lifesciences position peaked at $91.1K in Q1 2026.
  • 489 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.