Creative Planning’s Edwards Lifesciences EW Stock Holding History

Creative 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
2017 Q3	–	Sell	-13,500	Closed	-$3K	–	2448
2017 Q2	$3K	Hold	13,500	–	–	﹤0.01%	4176
2017 Q1	$16K	Sell	13,500 -600	-4%	-$18.8K	﹤0.01%	3270
2016 Q4	$9K	Buy	14,100 +600	+4%	+$19.4K	﹤0.01%	3605
2016 Q3	$2K	Sell	13,500 -300	-2%	-$11.3K	﹤0.01%	4217
2016 Q2	$22K	Buy	+13,800	New	+$472K	﹤0.01%	2720

Other funds holding EW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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.