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Planning Strategies’s Edwards Lifesciences EW Stock Holding History

Planning Strategies’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 		$2.8K Buy
+31
New +$2.6K ﹤0.01% 512

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
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Planning Strategies's EW Position: Q2 2026 in Review

Planning Strategies opened a new position in Edwards Lifesciences (EW) in Q2 2026: 31 shares worth $2.8K. The stake represents ﹤0.01% of the portfolio and ranks #512 among its holdings.

1,259 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Planning Strategies held 31 shares of Edwards Lifesciences worth $2.8K as of Q2 2026.
  • Edwards Lifesciences was a new Planning Strategies position in Q2 2026.
  • Edwards Lifesciences made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #512 holding.
  • 1,259 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.