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BankPlus Trust Department’s Edwards Lifesciences EW Stock Holding History

BankPlus Trust Department’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 		$951K Buy
11,875
+80
+0.7% +$6.6K 0.25% 87
2025
Q4 		$1.01M Buy
11,795
+71
+0.6% +$5.83K 0.26% 83
2025
Q3 		$912K Sell
11,724
-183
-2% -$14.3K 0.24% 83
2025
Q2 		$931K Buy
11,907
+391
+3% +$29.2K 0.28% 74
2025
Q1 		$835K Buy
11,516
+115
+1% +$8.23K 0.28% 75
2024
Q4 		$844K Buy
+11,401
New +$798K 0.28% 75

Other funds holding EW

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

BankPlus Trust Department's EW Position: Q1 2026 in Review

BankPlus Trust Department increased its Edwards Lifesciences (EW) stake by 0.68% in Q1 2026, buying an estimated $6.6K and bringing the position to 11,875 shares worth $951K. The position accounts for 0.25% of the portfolio, ranked #87.

BankPlus Trust Department first reported a position in EW in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.01M in Q4 2025. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • BankPlus Trust Department held 11,875 shares of Edwards Lifesciences worth $951K as of Q1 2026.
  • BankPlus Trust Department bought 80 Edwards Lifesciences shares in Q1 2026, an estimated $6.6K.
  • Edwards Lifesciences made up 0.25% of BankPlus Trust Department's portfolio in Q1 2026, its #87 holding.
  • BankPlus Trust Department first reported a position in Edwards Lifesciences in Q4 2024 and has held it in 6 quarters since.
  • BankPlus Trust Department's Edwards Lifesciences position peaked at $1.01M in Q4 2025.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.