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PDS Planning’s Edwards Lifesciences EW Stock Holding History

PDS 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
Q2 		$243K Sell
2,684
-2
-0.1% -$168 0.01% 505
2026
Q1 		$215K Sell
2,686
-3
-0.1% -$247 0.01% 499
2025
Q4 		$229K Sell
2,689
-83
-3% -$6.81K 0.02% 468
2025
Q3 		$216K Buy
2,772
+65
+2% +$5.08K 0.01% 477
2025
Q2 		$212K Buy
+2,707
New +$202K 0.02% 467
2023
Q3 		– Sell
-2,463
Closed -$232K – 347
2023
Q2 		$232K Buy
+2,463
New +$214K 0.03% 261

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

PDS Planning's EW Position: Q2 2026 in Review

PDS Planning reduced its Edwards Lifesciences (EW) stake by 0.07% in Q2 2026, selling an estimated $168 and leaving 2,684 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #505.

PDS Planning first reported a position in EW in Q2 2023 and has held it in 6 quarters since. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • PDS Planning held 2,684 shares of Edwards Lifesciences worth $243K as of Q2 2026.
  • PDS Planning sold 2 Edwards Lifesciences shares in Q2 2026, an estimated $168.
  • Edwards Lifesciences made up 0.01% of PDS Planning's portfolio in Q2 2026, its #505 holding.
  • PDS Planning first reported a position in Edwards Lifesciences in Q2 2023 and has held it in 6 quarters since.
  • 1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.