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Pinnacle Wealth Planning Services’s Edwards Lifesciences EW Stock Holding History

Pinnacle Wealth Planning Services’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 		$43.4K Buy
543
+55
+11% +$4.53K ﹤0.01% 1276
2025
Q4 		$41.6K Buy
+488
New +$40K ﹤0.01% 1327
2024
Q3 		– Sell
-4,086
Closed -$377K – 539
2024
Q2 		$377K Sell
4,086
-110
-3% -$9.74K 0.05% 228
2024
Q1 		$401K Sell
4,196
-361
-8% -$30.3K 0.06% 230
2023
Q4 		$347K Buy
+4,557
New +$317K 0.05% 234
2023
Q3 		– Sell
-3,830
Closed -$361K – 465
2023
Q2 		$361K Sell
3,830
-133
-3% -$11.6K 0.06% 227
2023
Q1 		$328K Buy
+3,963
New +$312K 0.05% 249
2022
Q4 		– Sell
-3,213
Closed -$265K – 466
2022
Q3 		$265K Sell
3,213
-1,032
-24% -$99.3K 0.05% 265
2022
Q2 		$404K Buy
4,245
+14
+0.3% +$1.45K 0.07% 187
2022
Q1 		$498K Buy
4,231
+533
+14% +$59.8K 0.09% 168
2021
Q4 		$479K Buy
3,698
+396
+12% +$46.2K 0.09% 160
2021
Q3 		$374K Buy
3,302
+25
+0.8% +$2.85K 0.08% 200
2021
Q2 		$339K Buy
3,277
+10
+0.3% +$943 0.08% 210
2021
Q1 		$273K Buy
3,267
+173
+6% +$14.6K 0.07% 233
2020
Q4 		$282K Sell
3,094
-244
-7% -$20.2K 0.07% 211
2020
Q3 		$267K Buy
3,338
+169
+5% +$13.2K 0.09% 186
2020
Q2 		$219K Sell
3,169
-389
-11% -$27.6K 0.07% 207
2020
Q1 		$223K Buy
3,558
+777
+28% +$56K 0.11% 171
2019
Q4 		$216K Buy
+2,781
New +$217K 0.1% 199

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

Pinnacle Wealth Planning Services's EW Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Edwards Lifesciences (EW) stake by 11% in Q1 2026, buying an estimated $4.53K and bringing the position to 543 shares worth $43.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

Pinnacle Wealth Planning Services first reported a position in EW in Q4 2019 and has held it in 19 quarters since. The position peaked at $498K in Q1 2022. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Pinnacle Wealth Planning Services held 543 shares of Edwards Lifesciences worth $43.4K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 55 Edwards Lifesciences shares in Q1 2026, an estimated $4.53K.
  • Edwards Lifesciences made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1276 holding.
  • Pinnacle Wealth Planning Services first reported a position in Edwards Lifesciences in Q4 2019 and has held it in 19 quarters since.
  • Pinnacle Wealth Planning Services's Edwards Lifesciences position peaked at $498K in Q1 2022.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.