Plante Moran Financial Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.42K | Sell |
82
-1,391
| -94% | -$117K | ﹤0.01% | 592 |
|
|
2026
Q1 | $118K | Sell |
1,473
-150
| -9% | -$12.4K | 0.01% | 209 |
|
|
2025
Q4 | $138K | Sell |
1,623
-2
| -0.1% | -$164 | 0.01% | 200 |
|
|
2025
Q3 | $126K | Buy |
1,625
+2
| +0.1% | +$156 | 0.01% | 214 |
|
|
2025
Q2 | $127K | Hold |
1,623
| – | – | 0.01% | 206 |
|
|
2025
Q1 | $118K | Sell |
1,623
-990
| -38% | -$70.9K | 0.01% | 221 |
|
|
2024
Q4 | $193K | Sell |
2,613
-75
| -3% | -$5.25K | 0.02% | 179 |
|
|
2024
Q3 | $177K | Sell |
2,688
-120
| -4% | -$8.72K | 0.02% | 195 |
|
|
2024
Q2 | $259K | Hold |
2,808
| – | – | 0.03% | 146 |
|
|
2024
Q1 | $268K | Buy |
2,808
+225
| +9% | +$18.9K | 0.03% | 141 |
|
|
2023
Q4 | $197K | Hold |
2,583
| – | – | 0.02% | 171 |
|
|
2023
Q3 | $179K | Sell |
2,583
-324
| -11% | -$26K | 0.02% | 159 |
|
|
2023
Q2 | $274K | Hold |
2,907
| – | – | 0.03% | 123 |
|
|
2023
Q1 | $240K | Sell |
2,907
-1
| -0% | -$79 | 0.03% | 126 |
|
|
2022
Q4 | $217K | Sell |
2,908
-260
| -8% | -$20K | 0.03% | 145 |
|
|
2022
Q3 | $262K | Sell |
3,168
-75
| -2% | -$7.22K | 0.04% | 122 |
|
|
2022
Q2 | $308K | Buy |
3,243
+75
| +2% | +$7.76K | 0.05% | 114 |
|
|
2022
Q1 | $373K | Sell |
3,168
-150
| -5% | -$16.8K | 0.07% | 107 |
|
|
2021
Q4 | $430K | Sell |
3,318
-314
| -9% | -$36.6K | 0.07% | 99 |
|
|
2021
Q3 | $411K | Buy |
3,632
+423
| +13% | +$48.3K | 0.09% | 109 |
|
|
2021
Q2 | $332K | Sell |
3,209
-1,610
| -33% | -$152K | 0.08% | 122 |
|
|
2021
Q1 | $403K | Buy |
4,819
+1,023
| +27% | +$86.5K | 0.11% | 93 |
|
|
2020
Q4 | $346K | Sell |
3,796
-885
| -19% | -$73.4K | 0.11% | 114 |
|
|
2020
Q3 | $374K | Buy |
4,681
+1,543
| +49% | +$120K | 0.13% | 88 |
|
|
2020
Q2 | $217K | Buy |
3,138
+465
| +17% | +$33K | 0.09% | 119 |
|
|
2020
Q1 | $168K | Buy |
2,673
+258
| +11% | +$18.6K | 0.08% | 135 |
|
|
2019
Q4 | $188K | Buy |
2,415
+222
| +10% | +$17.3K | 0.07% | 160 |
|
|
2019
Q3 | $161K | Buy |
2,193
+45
| +2% | +$3.16K | 0.05% | 186 |
|
|
2019
Q2 | $132K | Sell |
2,148
-195
| -8% | -$11.8K | 0.04% | 194 |
|
|
2019
Q1 | $149K | Sell |
2,343
-135
| -5% | -$7.7K | 0.05% | 186 |
|
|
2018
Q4 | $127K | Sell |
2,478
-123
| -5% | -$6.22K | 0.04% | 179 |
|
|
2018
Q3 | $151K | Hold |
2,601
| – | – | 0.05% | 170 |
|
|
2018
Q2 | $126K | Sell |
2,601
-105
| -4% | -$4.9K | 0.06% | 205 |
|
|
2018
Q1 | $126K | Hold |
2,706
| – | – | 0.07% | 202 |
|
|
2017
Q4 | $102K | Buy |
2,706
+1,800
| +199% | +$66.1K | 0.06% | 216 |
|
|
2017
Q3 | $33K | Hold |
906
| – | – | 0.02% | 390 |
|
|
2017
Q2 | $36K | Hold |
906
| – | – | 0.02% | 374 |
|
|
2017
Q1 | $28K | Sell |
906
-60
| -6% | -$1.88K | 0.02% | 413 |
|
|
2016
Q4 | $30K | Sell |
966
-2,115
| -69% | -$68.5K | 0.02% | 412 |
|
|
2016
Q3 | $124K | Buy |
3,081
+2,595
| +534% | +$97.7K | 0.08% | 174 |
|
|
2016
Q2 | $16K | Hold |
486
| – | – | 0.01% | 461 |
|
|
2016
Q1 | $14K | Buy |
+486
| New | +$13.4K | 0.01% | 432 |
|
|
2015
Q1 | – | Sell |
-780
| Closed | -$17K | – | 742 |
|
|
2014
Q4 | $17K | Hold |
780
| – | – | 0.01% | 429 |
|
|
2014
Q3 | $13K | Hold |
780
| – | – | 0.01% | 483 |
|
|
2014
Q2 | $11K | Buy |
+780
| New | +$10.6K | 0.01% | 500 |
|
Other funds holding EW
WT
Plante Moran Financial Advisors's EW Position: Q2 2026 in Review
Plante Moran Financial Advisors reduced its Edwards Lifesciences (EW) stake by 94% in Q2 2026, selling an estimated $117K and leaving 82 shares worth $7.42K. The position accounts for ﹤0.01% of the portfolio, ranked #592.
Plante Moran Financial Advisors first reported a position in EW in Q2 2014 and has held it in 45 quarters since. The position peaked at $430K in Q4 2021. 774 funds tracked by Wall St. Rank hold EW as of Q2 2026.
- Plante Moran Financial Advisors held 82 shares of Edwards Lifesciences worth $7.42K as of Q2 2026.
- Plante Moran Financial Advisors sold 1,391 Edwards Lifesciences shares in Q2 2026, an estimated $117K.
- Edwards Lifesciences made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #592 holding.
- Plante Moran Financial Advisors first reported a position in Edwards Lifesciences in Q2 2014 and has held it in 45 quarters since.
- Plante Moran Financial Advisors's Edwards Lifesciences position peaked at $430K in Q4 2021.
- 774 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.