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Asset Planning Inc’s Edwards Lifesciences EW Stock Holding History

Asset Planning Inc’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 		$2.39M Buy
26,366
+153
+0.6% +$12.8K 1.54% 12
2026
Q1 		$2.1M Buy
26,213
+286
+1% +$23.6K 1.49% 13
2025
Q4 		$2.21M Sell
25,927
-1,421
-5% -$117K 1.55% 12
2025
Q3 		$2.13M Sell
27,348
-600
-2% -$46.9K 1.54% 15
2025
Q2 		$2.19M Buy
27,948
+1,015
+4% +$75.7K 1.65% 14
2025
Q1 		$1.95M Buy
26,933
+11
+0% +$787 1.53% 15
2024
Q4 		$1.99M Buy
+26,922
New +$1.88M 1.52% 13

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

Asset Planning Inc's EW Position: Q2 2026 in Review

Asset Planning Inc increased its Edwards Lifesciences (EW) stake by 0.58% in Q2 2026, buying an estimated $12.8K and bringing the position to 26,366 shares worth $2.39M. The position accounts for 1.54% of the portfolio, ranked #12.

Asset Planning Inc first reported a position in EW in Q4 2024 and has held it in 7 quarters since. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Asset Planning Inc held 26,366 shares of Edwards Lifesciences worth $2.39M as of Q2 2026.
  • Asset Planning Inc bought 153 Edwards Lifesciences shares in Q2 2026, an estimated $12.8K.
  • Edwards Lifesciences made up 1.54% of Asset Planning Inc's portfolio in Q2 2026, its #12 holding.
  • Asset Planning Inc first reported a position in Edwards Lifesciences in Q4 2024 and has held it in 7 quarters since.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.