EW — Edwards Lifesciences Corp

Ownership history in WealthPLAN Partners, LLC  ·  27 quarters on record

This page tracks every 13F SEC filing in which WealthPLAN Partners, LLC reported a position in Edwards Lifesciences Corp (EW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.21% (2017 Q1)
Avg. % of fund
0.07%
First filed
2015 Q4
Last filed
2025 Q3
Quarters held
27
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 7,010 +6,762 +2726.6% 0.08% $545K $77.77
2023 Q2 REDUCED 248 -17 -6.4% 0.00% $23K $94.33
2023 Q1 REDUCED 265 -6,938 -96.3% 0.00% $22K $82.73
2022 Q4 REDUCED 7,203 -234 -3.1% 0.04% $552K $74.61
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EW price (monthly, adj. close)

Other funds also holding EW

As of 2025 Q4 — sorted by position size

2Xideas AG 3Y 10.25% Seilern Investment Management Ltd 6.1% Longaeva Partners L.P. 6.04% Nantahala Capital Management, LLC 3Y 7Y 5.07% ORBIMED ADVISORS LLC 3Y 7Y 3.21% WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD 3Y 3.17% Triodos Investment Management BV 3Y 7Y 3.15% Saranac Partners Ltd 3.02% WEDGEWOOD PARTNERS INC 3Y 7Y 2.88% Catalio Capital Management, LP 2.82%
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