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Phillips Wealth Planners’s Edwards Lifesciences EW Stock Holding History

Phillips Wealth Planners’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 		$210K Buy
+2,715
New +$224K 0.16% 204
2024
Q3 		– Sell
-2,680
Closed -$251K – 200
2024
Q2 		$251K Buy
2,680
+359
+15% +$31.8K 0.26% 143
2024
Q1 		$209K Buy
+2,321
New +$195K 0.24% 165

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

Phillips Wealth Planners's EW Position: Q1 2026 in Review

Phillips Wealth Planners opened a new position in Edwards Lifesciences (EW) in Q1 2026: 2,715 shares worth $210K. The stake represents 0.16% of the portfolio and ranks #204 among its holdings. This is a return to the name: Phillips Wealth Planners previously reported a position in EW as recently as Q2 2024.

Phillips Wealth Planners first reported a position in EW in Q1 2024 and has held it in 3 quarters since. The position peaked at $251K in Q2 2024. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Phillips Wealth Planners held 2,715 shares of Edwards Lifesciences worth $210K as of Q1 2026.
  • Edwards Lifesciences was a new Phillips Wealth Planners position in Q1 2026.
  • Edwards Lifesciences made up 0.16% of Phillips Wealth Planners's portfolio in Q1 2026, its #204 holding.
  • Phillips Wealth Planners first reported a position in Edwards Lifesciences in Q1 2024 and has held it in 3 quarters since.
  • Phillips Wealth Planners's Edwards Lifesciences position peaked at $251K in Q2 2024.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.