PAW
EW icon

Plan A Wealth’s Edwards Lifesciences EW Stock Holding History

Plan A Wealth’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 		$480K Buy
5,302
+544
+11% +$45.6K 0.2% 80
2026
Q1 		$381K Buy
4,758
+208
+5% +$17.1K 0.18% 96
2025
Q4 		$388K Buy
4,550
+227
+5% +$18.6K 0.19% 96
2025
Q3 		$336K Buy
4,323
+461
+12% +$36K 0.17% 107
2025
Q2 		$302K Buy
+3,862
New +$288K 0.17% 109

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

Plan A Wealth's EW Position: Q2 2026 in Review

Plan A Wealth increased its Edwards Lifesciences (EW) stake by 11% in Q2 2026, buying an estimated $45.6K and bringing the position to 5,302 shares worth $480K. The position accounts for 0.2% of the portfolio, ranked #80.

Plan A Wealth first reported a position in EW in Q2 2025 and has held it in 5 quarters since. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Plan A Wealth held 5,302 shares of Edwards Lifesciences worth $480K as of Q2 2026.
  • Plan A Wealth bought 544 Edwards Lifesciences shares in Q2 2026, an estimated $45.6K.
  • Edwards Lifesciences made up 0.2% of Plan A Wealth's portfolio in Q2 2026, its #80 holding.
  • Plan A Wealth first reported a position in Edwards Lifesciences in Q2 2025 and has held it in 5 quarters since.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.