BankPlus Wealth Management
EW icon

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
Q3 		$215K Sell
2,493
-151
-6% -$13.4K 0.09% 113
2026
Q2 		$239K Buy
2,644
+49
+2% +$4.1K 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

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Invesco
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Deutsche Bank
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BankPlus Wealth Management's EW Position: Q3 2026 in Review

BankPlus Wealth Management reduced its Edwards Lifesciences (EW) stake by 5.7% in Q3 2026, selling an estimated $13.4K and leaving 2,493 shares worth $215K. The position accounts for 0.09% of the portfolio, ranked #113.

BankPlus Wealth Management first reported a position in EW in Q4 2025 and has held it in 4 quarters since. The position peaked at $239K in Q2 2026. 969 funds tracked by Wall St. Rank hold EW as of Q3 2026.

  • BankPlus Wealth Management held 2,493 shares of Edwards Lifesciences worth $215K as of Q3 2026.
  • BankPlus Wealth Management sold 151 Edwards Lifesciences shares in Q3 2026, an estimated $13.4K.
  • Edwards Lifesciences made up 0.09% of BankPlus Wealth Management's portfolio in Q3 2026, its #113 holding.
  • BankPlus Wealth Management first reported a position in Edwards Lifesciences in Q4 2025 and has held it in 4 quarters since.
  • BankPlus Wealth Management's Edwards Lifesciences position peaked at $239K in Q2 2026.
  • 969 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on BankPlus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.