Planning Strategies
EW icon

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
Q3 		$3.02K Buy
35
+4
+13% +$355 ﹤0.01% 538
2026
Q2 		$2.8K Buy
+31
New +$2.6K ﹤0.01% 512

Other funds holding EW

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Planning Strategies's EW Position: Q3 2026 in Review

Planning Strategies increased its Edwards Lifesciences (EW) stake by 13% in Q3 2026, buying an estimated $355 and bringing the position to 35 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Planning Strategies first reported a position in EW in Q2 2026 and has held it in 2 quarters since. 1,141 funds tracked by Wall St. Rank hold EW as of Q3 2026.

  • Planning Strategies held 35 shares of Edwards Lifesciences worth $3.02K as of Q3 2026.
  • Planning Strategies bought 4 Edwards Lifesciences shares in Q3 2026, an estimated $355.
  • Edwards Lifesciences made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #538 holding.
  • Planning Strategies first reported a position in Edwards Lifesciences in Q2 2026 and has held it in 2 quarters since.
  • 1,141 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.