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BankPlus Wealth Management’s Edwards Lifesciences EW Stock Holding History

BankPlus Wealth 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
Q2 		$239K Buy
2,644
+49
+2% +$4.11K 0.11% 109
2026
Q1 		$208K Buy
2,595
+174
+7% +$14.3K 0.11% 114
2025
Q4 		$206K Buy
+2,421
New +$199K 0.11% 107

Other funds holding EW

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Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

BankPlus Wealth Management's EW Position: Q2 2026 in Review

BankPlus Wealth Management increased its Edwards Lifesciences (EW) stake by 1.9% in Q2 2026, buying an estimated $4.11K and bringing the position to 2,644 shares worth $239K. The position accounts for 0.11% of the portfolio, ranked #109.

BankPlus Wealth Management first reported a position in EW in Q4 2025 and has held it in 3 quarters since. 563 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • BankPlus Wealth Management held 2,644 shares of Edwards Lifesciences worth $239K as of Q2 2026.
  • BankPlus Wealth Management bought 49 Edwards Lifesciences shares in Q2 2026, an estimated $4.11K.
  • Edwards Lifesciences made up 0.11% of BankPlus Wealth Management's portfolio in Q2 2026, its #109 holding.
  • BankPlus Wealth Management first reported a position in Edwards Lifesciences in Q4 2025 and has held it in 3 quarters since.
  • 563 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.