Creative Planning’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $34.9M | Buy |
436,167
+26,410
| +6% | +$2.18M | 0.02% | 282 |
|
|
2025
Q4 | $34.9M | Buy |
409,757
+3,717
| +0.9% | +$305K | 0.03% | 260 |
|
|
2025
Q3 | $31.6M | Buy |
406,040
+16,631
| +4% | +$1.3M | 0.02% | 265 |
|
|
2025
Q2 | $30.5M | Buy |
389,409
+15,336
| +4% | +$1.14M | 0.03% | 247 |
|
|
2025
Q1 | $27.1M | Buy |
374,073
+9,843
| +3% | +$705K | 0.03% | 257 |
|
|
2024
Q4 | $27M | Sell |
364,230
-20,399
| -5% | -$1.43M | 0.03% | 236 |
|
|
2024
Q3 | $25.4M | Sell |
384,629
-4,889
| -1% | -$355K | 0.03% | 238 |
|
|
2024
Q2 | $36M | Buy |
389,518
+867
| +0.2% | +$76.8K | 0.04% | 178 |
|
|
2024
Q1 | $37.1M | Buy |
388,651
+177,216
| +84% | +$14.9M | 0.04% | 170 |
|
|
2023
Q4 | $16.1M | Buy |
211,435
+45,794
| +28% | +$3.19M | 0.03% | 284 |
|
|
2023
Q3 | $11.5M | Sell |
165,641
-5,279
| -3% | -$424K | 0.02% | 328 |
|
|
2023
Q2 | $16.1M | Buy |
170,920
+9,052
| +6% | +$787K | 0.02% | 260 |
|
|
2023
Q1 | $13.4M | Buy |
161,868
+4,848
| +3% | +$381K | 0.02% | 281 |
|
|
2022
Q4 | $11.7M | Buy |
157,020
+8,530
| +6% | +$657K | 0.02% | 308 |
|
|
2022
Q3 | $12.3M | Buy |
148,490
+8,448
| +6% | +$813K | 0.02% | 266 |
|
|
2022
Q2 | $13.3M | Buy |
140,042
+2,433
| +2% | +$252K | 0.02% | 270 |
|
|
2022
Q1 | $16.2M | Buy |
137,609
+16,689
| +14% | +$1.87M | 0.03% | 240 |
|
|
2021
Q4 | $15.7M | Buy |
120,920
+3,758
| +3% | +$438K | 0.03% | 214 |
|
|
2021
Q3 | $13.3M | Sell |
117,162
-1,366
| -1% | -$156K | 0.02% | 224 |
|
|
2021
Q2 | $12.3M | Sell |
118,528
-2,125
| -2% | -$200K | 0.02% | 235 |
|
|
2021
Q1 | $10.1M | Sell |
120,653
-1,667
| -1% | -$141K | 0.02% | 273 |
|
|
2020
Q4 | $11.2M | Buy |
122,320
+6,648
| +6% | +$551K | 0.02% | 238 |
|
|
2020
Q3 | $9.23M | Buy |
115,672
+6,599
| +6% | +$515K | 0.02% | 223 |
|
|
2020
Q2 | $7.54M | Buy |
109,073
+1,106
| +1% | +$78.6K | 0.02% | 227 |
|
|
2020
Q1 | $6.79M | Sell |
107,967
-2,457
| -2% | -$177K | 0.02% | 216 |
|
|
2019
Q4 | $8.59M | Buy |
110,424
+7,878
| +8% | +$615K | 0.03% | 217 |
|
|
2019
Q3 | $7.52M | Buy |
102,546
+6,102
| +6% | +$429K | 0.02% | 226 |
|
|
2019
Q2 | $5.94M | Sell |
96,444
-4,581
| -5% | -$277K | 0.02% | 256 |
|
|
2019
Q1 | $6.44M | Sell |
101,025
-2,982
| -3% | -$170K | 0.02% | 227 |
|
|
2018
Q4 | $5.31M | Buy |
104,007
+33
| +0% | +$1.67K | 0.02% | 235 |
|
|
2018
Q3 | $6.03M | Sell |
103,974
-141
| -0.1% | -$6.9K | 0.02% | 240 |
|
|
2018
Q2 | $5.05M | Buy |
104,115
+2,547
| +3% | +$119K | 0.02% | 253 |
|
|
2018
Q1 | $4.72M | Buy |
101,568
+1,506
| +2% | +$65.4K | 0.02% | 256 |
|
|
2017
Q4 | $3.76M | Buy |
100,062
+1,719
| +2% | +$63.1K | 0.02% | 302 |
|
|
2017
Q3 | $3.58M | Sell |
98,343
-1,743
| -2% | -$66.5K | 0.02% | 305 |
|
|
2017
Q2 | $3.94M | Sell |
100,086
-33,885
| -25% | -$1.24M | 0.02% | 270 |
|
|
2017
Q1 | $4.2M | Sell |
133,971
-3
| -0% | -$94 | 0.02% | 238 |
|
|
2016
Q4 | $4.18M | Buy |
133,974
+17,031
| +15% | +$552K | 0.03% | 235 |
|
|
2016
Q3 | $4.7M | Buy |
116,943
+9,999
| +9% | +$377K | 0.03% | 215 |
|
|
2016
Q2 | $3.56M | Sell |
106,944
-5,874
| -5% | -$201K | 0.03% | 217 |
|
|
2016
Q1 | $3.32M | Buy |
112,818
+43,818
| +64% | +$1.21M | 0.03% | 215 |
|
|
2015
Q4 | $1.82M | Sell |
69,000
-2,400
| -3% | -$62.3K | 0.01% | 335 |
|
|
2015
Q3 | $1.69M | Sell |
71,400
-9,876
| -12% | -$238K | 0.01% | 333 |
|
|
2015
Q2 | $1.93M | Buy |
81,276
+22,122
| +37% | +$499K | 0.02% | 297 |
|
|
2015
Q1 | $1.41M | Sell |
59,154
-396
| -0.7% | -$8.88K | 0.01% | 358 |
|
|
2014
Q4 | $1.26M | Buy |
59,550
+29,238
| +96% | +$587K | 0.01% | 381 |
|
|
2014
Q3 | $516K | Buy |
30,312
+546
| +2% | +$8.62K | 0.01% | 642 |
|
|
2014
Q2 | $426K | Sell |
29,766
-408
| -1% | -$5.53K | 0.01% | 704 |
|
|
2014
Q1 | $373K | Sell |
30,174
-810
| -3% | -$9.35K | 0.01% | 739 |
|
|
2013
Q4 | $340K | Sell |
30,984
-8,898
| -22% | -$100K | 0.01% | 640 |
|
|
2013
Q3 | $463K | Buy |
39,882
+15,516
| +64% | +$182K | 0.01% | 470 |
|
|
2013
Q2 | $273K | Buy |
+24,366
| New | +$288K | 0.01% | 583 |
|
Other funds holding EW
VCM
VPM
Creative Planning's EW Position: Q1 2026 in Review
Creative Planning increased its Edwards Lifesciences (EW) stake by 6.4% in Q1 2026, buying an estimated $2.18M and bringing the position to 436,167 shares worth $34.9M. The position accounts for 0.02% of the portfolio, ranked #282.
Creative Planning first reported a position in EW in Q2 2013 and has held it in 52 quarters since. The position peaked at $37.1M in Q1 2024. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.
- Creative Planning held 436,167 shares of Edwards Lifesciences worth $34.9M as of Q1 2026.
- Creative Planning bought 26,410 Edwards Lifesciences shares in Q1 2026, an estimated $2.18M.
- Edwards Lifesciences made up 0.02% of Creative Planning's portfolio in Q1 2026, its #282 holding.
- Creative Planning first reported a position in Edwards Lifesciences in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's Edwards Lifesciences position peaked at $37.1M in Q1 2024.
- 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.