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Center for Financial Planning’s Edwards Lifesciences EW Stock Holding History

Center for Financial Planning’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 		$345K Buy
3,816
+1,100
+41% +$92.1K 0.03% 135
2026
Q1 		$217K Buy
2,716
+812
+43% +$66.9K 0.02% 164
2025
Q4 		$162K Sell
1,904
-417
-18% -$34.2K 0.02% 188
2025
Q3 		$181K Sell
2,321
-227
-9% -$17.7K 0.02% 177
2025
Q2 		$199K Sell
2,548
-1,353
-35% -$101K 0.02% 166
2025
Q1 		$283K Buy
3,901
+54
+1% +$3.87K 0.04% 135
2024
Q4 		$285K Hold
3,847
– – 0.04% 129
2024
Q3 		$254K Hold
3,847
– – 0.03% 135
2024
Q2 		$355K Buy
3,847
+40
+1% +$3.54K 0.05% 109
2024
Q1 		$364K Buy
3,807
+85
+2% +$7.14K 0.05% 111
2023
Q4 		$284K Hold
3,722
– – 0.05% 118
2023
Q3 		$258K Buy
3,722
+694
+23% +$55.8K 0.06% 117
2023
Q2 		$286K Hold
3,028
– – 0.06% 112
2023
Q1 		$251K Hold
3,028
– – 0.06% 122
2022
Q4 		$226K Buy
3,028
+655
+28% +$50.5K 0.05% 125
2022
Q3 		$196K Hold
2,373
– – 0.05% 122
2022
Q2 		$226K Hold
2,373
– – 0.06% 118
2022
Q1 		$279K Hold
2,373
– – 0.06% 112
2021
Q4 		$307K Buy
2,373
+227
+11% +$26.5K 0.06% 108
2021
Q3 		$243K Buy
2,146
+21
+1% +$2.4K 0.06% 113
2021
Q2 		$220K Buy
2,125
+570
+37% +$53.7K 0.05% 120
2021
Q1 		$130K Hold
1,555
– – 0.03% 146
2020
Q4 		$142K Buy
1,555
+500
+47% +$41.5K 0.04% 136
2020
Q3 		$84K Buy
+1,055
New +$82.3K 0.03% 151

Other funds holding EW

Ninety One (UK)
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
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
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Center for Financial Planning's EW Position: Q2 2026 in Review

Center for Financial Planning increased its Edwards Lifesciences (EW) stake by 41% in Q2 2026, buying an estimated $92.1K and bringing the position to 3,816 shares worth $345K. The position accounts for 0.03% of the portfolio, ranked #135.

Center for Financial Planning first reported a position in EW in Q3 2020 and has held it in 24 quarters since. The position peaked at $364K in Q1 2024. 372 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Center for Financial Planning held 3,816 shares of Edwards Lifesciences worth $345K as of Q2 2026.
  • Center for Financial Planning bought 1,100 Edwards Lifesciences shares in Q2 2026, an estimated $92.1K.
  • Edwards Lifesciences made up 0.03% of Center for Financial Planning's portfolio in Q2 2026, its #135 holding.
  • Center for Financial Planning first reported a position in Edwards Lifesciences in Q3 2020 and has held it in 24 quarters since.
  • Center for Financial Planning's Edwards Lifesciences position peaked at $364K in Q1 2024.
  • 372 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.