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Plato Investment Management’s Edwards Lifesciences EW Stock Holding History

Plato Investment Management’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 		$12.6M Buy
22,627
+12,607
+126% +$1.06M 0.72% 24
2026
Q1 		$803K Buy
10,020
+1,511
+18% +$125K 0.05% 289
2025
Q4 		$729K Buy
8,509
+4,084
+92% +$335K 0.05% 308
2025
Q3 		$342K Hold
4,425
– – 0.02% 368
2025
Q2 		$345K Hold
4,425
– – 0.03% 376
2025
Q1 		$324K Sell
4,425
-136
-3% -$9.73K 0.03% 368
2024
Q4 		$339K Hold
4,561
– – 0.02% 380
2024
Q3 		$301K Sell
4,561
-3,753
-45% -$273K 0.02% 356
2024
Q2 		$768K Buy
8,314
+793
+11% +$70.2K 0.07% 233
2024
Q1 		$719K Buy
7,521
+6,826
+982% +$573K 0.07% 235
2023
Q4 		$53K Buy
+695
New +$48.4K 0.07% 220

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 $3.38T AUM 44.17% 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

Plato Investment Management's EW Position: Q2 2026 in Review

Plato Investment Management increased its Edwards Lifesciences (EW) stake by 126% in Q2 2026, buying an estimated $1.06M and bringing the position to 22,627 shares worth $12.6M. The position accounts for 0.72% of the portfolio, ranked #24.

Plato Investment Management first reported a position in EW in Q4 2023 and has held it in 11 quarters since. 1,338 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Plato Investment Management held 22,627 shares of Edwards Lifesciences worth $12.6M as of Q2 2026.
  • Plato Investment Management bought 12,607 Edwards Lifesciences shares in Q2 2026, an estimated $1.06M.
  • Edwards Lifesciences made up 0.72% of Plato Investment Management's portfolio in Q2 2026, its #24 holding.
  • Plato Investment Management first reported a position in Edwards Lifesciences in Q4 2023 and has held it in 11 quarters since.
  • 1,338 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.