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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
Q2 		– Sell
-2,715
Closed -$210K – 219
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 $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

Phillips Wealth Planners's EW Position: Q2 2026 in Review

Phillips Wealth Planners sold out of Edwards Lifesciences (EW) in Q2 2026, closing a stake of 2,715 shares — an estimated $210K sold.

Phillips Wealth Planners first reported a position in EW in Q1 2024 and held it in 3 quarters. The position peaked at $251K in Q2 2024. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Phillips Wealth Planners reported no remaining Edwards Lifesciences position as of Q2 2026 after selling out during the quarter.
  • Phillips Wealth Planners sold 2,715 Edwards Lifesciences shares in Q2 2026, an estimated $210K.
  • Phillips Wealth Planners first reported a position in Edwards Lifesciences in Q1 2024 and held it in 3 quarters.
  • Phillips Wealth Planners's Edwards Lifesciences position peaked at $251K in Q2 2024.
  • 1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.