TFC Financial Management
EW icon

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
Q3 		$3.71K Hold
43
– – ﹤0.01% 520
2026
Q2 		$3.89K Buy
43
+9
+26% +$754 ﹤0.01% 504
2026
Q1 		$2.72K Hold
34
– – ﹤0.01% 507
2025
Q4 		$2.9K Hold
34
– – ﹤0.01% 492
2025
Q3 		$2.64K 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

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

TFC Financial Management's EW Position: Q3 2026 in Review

TFC Financial Management held its Edwards Lifesciences (EW) position steady in Q3 2026 at 43 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

TFC Financial Management first reported a position in EW in Q3 2020 and has held it in 25 quarters since. The position peaked at $19.8K in Q1 2023. 1,141 funds tracked by Wall St. Rank hold EW as of Q3 2026.

  • TFC Financial Management held 43 shares of Edwards Lifesciences worth $3.71K as of Q3 2026.
  • TFC Financial Management left its Edwards Lifesciences share count unchanged in Q3 2026.
  • Edwards Lifesciences made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2026, its #520 holding.
  • TFC Financial Management first reported a position in Edwards Lifesciences in Q3 2020 and has held it in 25 quarters since.
  • TFC Financial Management's Edwards Lifesciences position peaked at $19.8K in Q1 2023.
  • 1,141 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.