Planning Strategies Inc.’s Edwards Lifesciences EW Stock Holding History

Planning Strategies Inc.’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	$2.8K	Buy	+31	New	+$2.6K	﹤0.01%	512

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

TIM

Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return

Planning Strategies Inc.'s EW Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Edwards Lifesciences (EW) in Q2 2026: 31 shares worth $2.8K. The stake represents ﹤0.01% of the portfolio and ranks #512 among its holdings.

501 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Planning Strategies Inc. held 31 shares of Edwards Lifesciences worth $2.8K as of Q2 2026.
Edwards Lifesciences was a new Planning Strategies Inc. position in Q2 2026.
Edwards Lifesciences made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #512 holding.
501 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.