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Cornerstone Planning Group’s Edwards Lifesciences EW Stock Holding History

Cornerstone Planning Group’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 		$34.8K Buy
413
+11
+3% +$921 ﹤0.01% 494
2026
Q1 		$33.3K Buy
402
+69
+21% +$5.69K ﹤0.01% 509
2025
Q4 		$27.3K Buy
333
+11
+3% +$903 ﹤0.01% 508
2025
Q3 		$26.9K Buy
322
+15
+5% +$1.17K ﹤0.01% 492
2025
Q2 		$24.3K Buy
307
+16
+5% +$1.19K 0.01% 377
2025
Q1 		$20.5K Buy
291
+28
+11% +$2K ﹤0.01% 406
2024
Q4 		$18.2K Buy
263
+7
+3% +$490 ﹤0.01% 322
2024
Q3 		$17.8K Buy
256
+32
+14% +$2.33K ﹤0.01% 312
2024
Q2 		$13.6K Buy
+224
New +$19.8K ﹤0.01% 377

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Cornerstone Planning Group's EW Position: Q2 2026 in Review

Cornerstone Planning Group increased its Edwards Lifesciences (EW) stake by 2.7% in Q2 2026, buying an estimated $921 and bringing the position to 413 shares worth $34.8K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Cornerstone Planning Group first reported a position in EW in Q2 2024 and has held it in 9 quarters since. 833 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Cornerstone Planning Group held 413 shares of Edwards Lifesciences worth $34.8K as of Q2 2026.
  • Cornerstone Planning Group bought 11 Edwards Lifesciences shares in Q2 2026, an estimated $921.
  • Edwards Lifesciences made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #494 holding.
  • Cornerstone Planning Group first reported a position in Edwards Lifesciences in Q2 2024 and has held it in 9 quarters since.
  • 833 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.