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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Creative Planning's EW Position: Q2 2026 in Review

Creative Planning increased its Edwards Lifesciences (EW) stake by 1.8% in Q2 2026, buying an estimated $660K and bringing the position to 444,046 shares worth $40.2M. 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 53 quarters since. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Creative Planning held 444,046 shares of Edwards Lifesciences worth $40.2M as of Q2 2026.
Creative Planning bought 7,879 Edwards Lifesciences shares in Q2 2026, an estimated $660K.
Edwards Lifesciences made up 0.02% of Creative Planning's portfolio in Q2 2026, its #282 holding.
Creative Planning first reported a position in Edwards Lifesciences in Q2 2013 and has held it in 53 quarters since.
1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.