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Avantax Planning Partners’s Edwards Lifesciences EW Stock Holding History

Avantax Planning 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 		$219K Buy
+2,424
New +$203K 0.01% 425
2026
Q1 		– Sell
-2,447
Closed -$209K – 442
2025
Q4 		$209K Buy
+2,447
New +$201K 0.01% 417
2024
Q3 		– Sell
-2,338
Closed -$216K – 454
2024
Q2 		$216K Sell
2,338
-6
-0.3% -$531 0.01% 430
2024
Q1 		$224K Buy
+2,344
New +$197K 0.01% 423
2023
Q3 		– Sell
-2,416
Closed -$228K – 373
2023
Q2 		$228K Buy
+2,416
New +$210K 0.01% 335
2022
Q3 		– Sell
-2,594
Closed -$247K – 351
2022
Q2 		$247K Buy
2,594
+6
+0.2% +$621 0.01% 297
2022
Q1 		$305K Sell
2,588
-28
-1% -$3.14K 0.01% 276
2021
Q4 		$339K Buy
2,616
+28
+1% +$3.27K 0.01% 261
2021
Q3 		$293K Hold
2,588
– – 0.01% 257
2021
Q2 		$268K Buy
+2,588
New +$244K 0.01% 272
2021
Q1 		– Sell
-2,385
Closed -$218K – 320
2020
Q4 		$218K Sell
2,385
-657
-22% -$54.5K 0.01% 264
2020
Q3 		$243K Hold
3,042
– – 0.01% 255
2020
Q2 		$210K Buy
+3,042
New +$216K 0.01% 259
2020
Q1 		– Sell
-3,045
Closed -$237K – 288
2019
Q4 		$237K Buy
3,045
+138
+5% +$10.8K 0.01% 265
2019
Q3 		$213K Buy
+2,907
New +$204K 0.01% 286
2018
Q4 		– Sell
-1,824
Closed -$106K – 560
2018
Q3 		$106K Buy
+1,824
New +$89.2K 0.01% 336
2018
Q2 		– Sell
-30,060
Closed -$1.4M – 602
2018
Q1 		$1.4M Buy
30,060
+81
+0.3% +$3.52K 0.12% 73
2017
Q4 		$1.13M Sell
29,979
-105
-0.3% -$3.85K 0.1% 90
2017
Q3 		$1.1M Sell
30,084
-5,754
-16% -$219K 0.09% 109
2017
Q2 		$1.41M Buy
35,838
+330
+0.9% +$12K 0.12% 85
2017
Q1 		$1.11M Buy
35,508
+11,019
+45% +$345K 0.1% 90
2016
Q4 		$765K Buy
+24,489
New +$793K 0.08% 117

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

Avantax Planning Partners's EW Position: Q2 2026 in Review

Avantax Planning Partners opened a new position in Edwards Lifesciences (EW) in Q2 2026: 2,424 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #425 among its holdings. This is a return to the name: Avantax Planning Partners previously reported a position in EW as recently as Q4 2025.

Avantax Planning Partners first reported a position in EW in Q4 2016 and has held it in 22 quarters since. The position peaked at $1.41M in Q2 2017. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Avantax Planning Partners held 2,424 shares of Edwards Lifesciences worth $219K as of Q2 2026.
  • Edwards Lifesciences was a new Avantax Planning Partners position in Q2 2026.
  • Edwards Lifesciences made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #425 holding.
  • Avantax Planning Partners first reported a position in Edwards Lifesciences in Q4 2016 and has held it in 22 quarters since.
  • Avantax Planning Partners's Edwards Lifesciences position peaked at $1.41M in Q2 2017.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.