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IMG Wealth Management’s Edwards Lifesciences EW Stock Holding History

IMG Wealth 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 		– Sell
-34
Closed -$2.9K – 540
2025
Q4 		$2.9K Hold
34
– – ﹤0.01% 469
2025
Q3 		$2.64K Hold
34
– – ﹤0.01% 423
2025
Q2 		$2.66K Buy
+34
New +$2.54K ﹤0.01% 420

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Wellington Management Group
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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

IMG Wealth Management's EW Position: Q1 2026 in Review

IMG Wealth Management sold out of Edwards Lifesciences (EW) in Q1 2026, closing a stake of 34 shares — an estimated $2.9K sold.

IMG Wealth Management first reported a position in EW in Q2 2025 and held it in 3 quarters. The position peaked at $2.9K in Q4 2025. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • IMG Wealth Management reported no remaining Edwards Lifesciences position as of Q1 2026 after selling out during the quarter.
  • IMG Wealth Management sold 34 Edwards Lifesciences shares in Q1 2026, an estimated $2.9K.
  • IMG Wealth Management first reported a position in Edwards Lifesciences in Q2 2025 and held it in 3 quarters.
  • IMG Wealth Management's Edwards Lifesciences position peaked at $2.9K in Q4 2025.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.