WealthPLAN Partners’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-7,010
| Closed | -$545K | – | 275 |
|
|
2025
Q3 | $545K | Buy |
+7,010
| New | +$548K | 0.08% | 167 |
|
|
2023
Q3 | – | Sell |
-248
| Closed | -$23.4K | – | 556 |
|
|
2023
Q2 | $23.4K | Sell |
248
-17
| -6% | -$1.48K | ﹤0.01% | 646 |
|
|
2023
Q1 | $21.9K | Sell |
265
-6,938
| -96% | -$545K | ﹤0.01% | 705 |
|
|
2022
Q4 | $552K | Buy |
+7,203
| New | +$555K | 0.04% | 242 |
|
|
2022
Q1 | $787K | Hold |
7,437
| – | – | 0.05% | 194 |
|
|
2021
Q4 | $812K | Hold |
7,437
| – | – | 0.05% | 196 |
|
|
2021
Q3 | $859K | Buy |
7,437
+17
| +0.2% | +$1.94K | 0.06% | 185 |
|
|
2021
Q2 | $825K | Buy |
7,420
+21
| +0.3% | +$1.98K | 0.06% | 175 |
|
|
2021
Q1 | $690K | Buy |
+7,399
| New | +$626K | 0.05% | 187 |
|
|
2020
Q4 | – | Sell |
-7,167
| Closed | -$576K | – | 343 |
|
|
2020
Q3 | $576K | Sell |
7,167
-207
| -3% | -$16.2K | 0.06% | 183 |
|
|
2020
Q2 | $585K | Hold |
7,374
| – | – | 0.06% | 167 |
|
|
2020
Q1 | $534K | Buy |
7,374
+138
| +2% | +$9.95K | 0.07% | 148 |
|
|
2019
Q4 | $547K | Buy |
7,236
+51
| +0.7% | +$3.98K | 0.06% | 157 |
|
|
2019
Q3 | $580K | Buy |
7,185
+42
| +0.6% | +$2.95K | 0.08% | 140 |
|
|
2019
Q2 | $522K | Sell |
7,143
-3,672
| -34% | -$222K | 0.08% | 143 |
|
|
2019
Q1 | $639K | Buy |
10,815
+90
| +0.8% | +$5.14K | 0.1% | 136 |
|
|
2018
Q4 | $636K | Buy |
10,725
+210
| +2% | +$10.6K | 0.1% | 131 |
|
|
2018
Q3 | $524K | Buy |
10,515
+615
| +6% | +$30.1K | 0.1% | 139 |
|
|
2018
Q2 | $480K | Buy |
9,900
+225
| +2% | +$10.5K | 0.1% | 141 |
|
|
2018
Q1 | $450K | Buy |
9,675
+1,755
| +22% | +$76.2K | 0.1% | 150 |
|
|
2017
Q4 | $298K | Buy |
7,920
+915
| +13% | +$33.6K | 0.08% | 158 |
|
|
2017
Q3 | $255K | Buy |
7,005
+105
| +2% | +$4K | 0.07% | 159 |
|
|
2017
Q2 | $272K | Buy |
6,900
+4,950
| +254% | +$181K | 0.08% | 143 |
|
|
2017
Q1 | $60.5K | Buy |
+1,950
| New | +$61.1K | 0.21% | 92 |
|
|
2016
Q3 | $528K | Sell |
13,290
-10,590
| -44% | -$399K | 0.17% | 81 |
|
|
2016
Q2 | $497K | Buy |
+23,880
| New | +$817K | 0.06% | 204 |
|
|
2015
Q4 | $199K | Buy |
+19,530
| New | +$507K | 0.03% | 272 |
|
Other funds holding EW
WealthPLAN Partners's EW Position: Q4 2025 in Review
WealthPLAN Partners sold out of Edwards Lifesciences (EW) in Q4 2025, closing a stake of 7,010 shares — an estimated $545K sold.
WealthPLAN Partners first reported a position in EW in Q4 2015 and held it in 27 quarters. The position peaked at $859K in Q3 2021. 1,314 funds tracked by Wall St. Rank hold EW as of Q4 2025.
- WealthPLAN Partners reported no remaining Edwards Lifesciences position as of Q4 2025 after selling out during the quarter.
- WealthPLAN Partners sold 7,010 Edwards Lifesciences shares in Q4 2025, an estimated $545K.
- WealthPLAN Partners first reported a position in Edwards Lifesciences in Q4 2015 and held it in 27 quarters.
- WealthPLAN Partners's Edwards Lifesciences position peaked at $859K in Q3 2021.
- 1,314 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2025.
Based on WealthPLAN Partners's 13F filing for Q4 2025, filed 12 Feb 2026.