WealthPlan Investment Management’s Edwards Lifesciences EW Stock Holding History

WealthPlan 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	$719K	Buy	7,951 +842	+12%	+$70.5K	0.04%	269
2026 Q1	$569K	Buy	7,109 +100	+1%	+$8.24K	0.03%	285
2025 Q4	$598K	Buy	+7,009	New	+$575K	0.04%	238
2025 Q3	–	Sell	-7,075	Closed	-$553K	–	346
2025 Q2	$553K	Buy	7,075 +75	+1%	+$5.59K	0.04%	225
2025 Q1	$507K	Buy	7,000 +100	+1%	+$7.16K	0.05%	169
2024 Q4	$511K	Hold	6,900	–	–	0.05%	169
2024 Q3	$455K	Hold	6,900	–	–	0.05%	165
2024 Q2	$637K	Hold	6,900	–	–	0.1%	111
2024 Q1	$659K	Hold	6,900	–	–	0.1%	110
2023 Q4	$526K	Hold	6,900	–	–	0.08%	121
2023 Q3	$478K	Hold	6,900	–	–	0.08%	113
2023 Q2	$651K	Hold	6,900	–	–	0.19%	86
2023 Q1	$571K	Sell	6,900 -303	-4%	-$23.8K	0.1%	111
2022 Q4	$559K	Buy	7,203 +5	+0.1%	+$385	0.04%	242
2022 Q3	$522K	Buy	+7,198	New	+$693K	0.04%	240
2022 Q1	$787K	Buy	+7,437	New	+$834K	0.05%	194

Other funds holding EW

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SIM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

WealthPlan Investment Management increased its Edwards Lifesciences (EW) stake by 12% in Q2 2026, buying an estimated $70.5K and bringing the position to 7,951 shares worth $719K. The position accounts for 0.04% of the portfolio, ranked #269.

WealthPlan Investment Management first reported a position in EW in Q1 2022 and has held it in 16 quarters since. The position peaked at $787K in Q1 2022. 458 funds tracked by Wall St. Rank hold EW as of Q2 2026.

WealthPlan Investment Management held 7,951 shares of Edwards Lifesciences worth $719K as of Q2 2026.
WealthPlan Investment Management bought 842 Edwards Lifesciences shares in Q2 2026, an estimated $70.5K.
Edwards Lifesciences made up 0.04% of WealthPlan Investment Management's portfolio in Q2 2026, its #269 holding.
WealthPlan Investment Management first reported a position in Edwards Lifesciences in Q1 2022 and has held it in 16 quarters since.
WealthPlan Investment Management's Edwards Lifesciences position peaked at $787K in Q1 2022.
458 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.