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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

PDS Planning's EW Position: Q1 2026 in Review

PDS Planning reduced its Edwards Lifesciences (EW) stake by 0.11% in Q1 2026, selling an estimated $247 and leaving 2,686 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #499.

PDS Planning first reported a position in EW in Q2 2023 and has held it in 5 quarters since. The position peaked at $232K in Q2 2023. 1,284 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • PDS Planning held 2,686 shares of Edwards Lifesciences worth $215K as of Q1 2026.
  • PDS Planning sold 3 Edwards Lifesciences shares in Q1 2026, an estimated $247.
  • Edwards Lifesciences made up 0.01% of PDS Planning's portfolio in Q1 2026, its #499 holding.
  • PDS Planning first reported a position in Edwards Lifesciences in Q2 2023 and has held it in 5 quarters since.
  • PDS Planning's Edwards Lifesciences position peaked at $232K in Q2 2023.
  • 1,284 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.