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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Plato Investment Management's EW Position: Q1 2026 in Review

Plato Investment Management increased its Edwards Lifesciences (EW) stake by 18% in Q1 2026, buying an estimated $125K and bringing the position to 10,020 shares worth $803K. The position accounts for 0.05% of the portfolio, ranked #289.

Plato Investment Management first reported a position in EW in Q4 2023 and has held it in 10 quarters since. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Plato Investment Management held 10,020 shares of Edwards Lifesciences worth $803K as of Q1 2026.
  • Plato Investment Management bought 1,511 Edwards Lifesciences shares in Q1 2026, an estimated $125K.
  • Edwards Lifesciences made up 0.05% of Plato Investment Management's portfolio in Q1 2026, its #289 holding.
  • Plato Investment Management first reported a position in Edwards Lifesciences in Q4 2023 and has held it in 10 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.