Next Level Wealth Planning’s Edwards Lifesciences EW Stock Holding History

Next Level Wealth 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 Q3	$51.8K	Buy	+600	New	+$53.3K	0.02%	171

Other funds holding EW

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Next Level Wealth Planning's EW Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Edwards Lifesciences (EW) in Q3 2026: 600 shares worth $51.8K. The stake represents 0.02% of the portfolio and ranks #171 among its holdings.

719 funds tracked by Wall St. Rank hold EW as of Q3 2026.

Next Level Wealth Planning held 600 shares of Edwards Lifesciences worth $51.8K as of Q3 2026.
Edwards Lifesciences was a new Next Level Wealth Planning position in Q3 2026.
Edwards Lifesciences made up 0.02% of Next Level Wealth Planning's portfolio in Q3 2026, its #171 holding.
719 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.