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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
Q3 		$471K Buy
5,460
+158
+3% +$14K 0.17% 90
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

JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Plan A Wealth's EW Position: Q3 2026 in Review

Plan A Wealth increased its Edwards Lifesciences (EW) stake by 3% in Q3 2026, buying an estimated $14K and bringing the position to 5,460 shares worth $471K. The position accounts for 0.17% of the portfolio, ranked #90.

Plan A Wealth first reported a position in EW in Q2 2025 and has held it in 6 quarters since. The position peaked at $480K in Q2 2026. 54 funds tracked by Wall St. Rank hold EW as of Q3 2026.

  • Plan A Wealth held 5,460 shares of Edwards Lifesciences worth $471K as of Q3 2026.
  • Plan A Wealth bought 158 Edwards Lifesciences shares in Q3 2026, an estimated $14K.
  • Edwards Lifesciences made up 0.17% of Plan A Wealth's portfolio in Q3 2026, its #90 holding.
  • Plan A Wealth first reported a position in Edwards Lifesciences in Q2 2025 and has held it in 6 quarters since.
  • Plan A Wealth's Edwards Lifesciences position peaked at $480K in Q2 2026.
  • 54 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.