TFC Financial Management’s Edwards Lifesciences EW Stock Holding History

TFC Financial Management’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	$2.72K	Hold	34	–	–	﹤0.01%	507
2025 Q4	$2.9K	Hold	34	–	–	﹤0.01%	492
2025 Q3	$2.65K	Hold	34	–	–	﹤0.01%	523
2025 Q2	$2.66K	Buy	34 +6	+21%	+$447	﹤0.01%	481
2025 Q1	$2.03K	Buy	28 +3	+12%	+$215	﹤0.01%	489
2024 Q4	$1.85K	Buy	25 +7	+39%	+$490	﹤0.01%	510
2024 Q3	$1.19K	Sell	18 -25	-58%	-$1.82K	﹤0.01%	566
2024 Q2	$3.97K	Buy	43 +5	+13%	+$443	﹤0.01%	409
2024 Q1	$3.63K	Buy	38 +3	+9%	+$252	﹤0.01%	411
2023 Q4	$2.67K	Sell	35 -8	-19%	-$557	﹤0.01%	426
2023 Q3	$2.98K	Sell	43 -1	-2%	-$80	﹤0.01%	427
2023 Q2	$4.15K	Sell	44 -195	-82%	-$16.9K	﹤0.01%	384
2023 Q1	$19.8K	Buy	239 +213	+819%	+$16.7K	0.01%	316
2022 Q4	$1.94K	Buy	26 +8	+44%	+$617	﹤0.01%	404
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	470
2022 Q2	$2K	Hold	18	–	–	﹤0.01%	400
2022 Q1	$2K	Hold	18	–	–	﹤0.01%	416
2021 Q4	$2K	Hold	18	–	–	﹤0.01%	464
2021 Q3	$2K	Hold	18	–	–	﹤0.01%	452
2021 Q2	$2K	Hold	18	–	–	﹤0.01%	444
2021 Q1	$2K	Hold	18	–	–	﹤0.01%	434
2020 Q4	$2K	Hold	18	–	–	﹤0.01%	427
2020 Q3	$1K	Buy	+18	New	+$1.4K	﹤0.01%	455

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

TFC Financial Management's EW Position: Q1 2026 in Review

TFC Financial Management held its Edwards Lifesciences (EW) position steady in Q1 2026 at 34 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

TFC Financial Management first reported a position in EW in Q3 2020 and has held it in 23 quarters since. The position peaked at $19.8K in Q1 2023. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

TFC Financial Management held 34 shares of Edwards Lifesciences worth $2.72K as of Q1 2026.
TFC Financial Management left its Edwards Lifesciences share count unchanged in Q1 2026.
Edwards Lifesciences made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #507 holding.
TFC Financial Management first reported a position in Edwards Lifesciences in Q3 2020 and has held it in 23 quarters since.
TFC Financial Management's Edwards Lifesciences position peaked at $19.8K in Q1 2023.
1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.