Mascoma Wealth Management’s Edwards Lifesciences EW Stock Holding History

Mascoma 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 Q2	$814	Sell	9 -6	-40%	-$503	﹤0.01%	522
2026 Q1	$1.2K	Buy	15 +7	+88%	+$577	﹤0.01%	468
2025 Q4	$682	Buy	+8	New	+$657	﹤0.01%	485
2024 Q3	–	Sell	-95	Closed	-$8.78K	–	470
2024 Q2	$8.78K	Hold	95	–	–	﹤0.01%	349
2024 Q1	$9.08K	Hold	95	–	–	﹤0.01%	326
2023 Q4	$7.24K	Hold	95	–	–	﹤0.01%	353
2023 Q3	$6.58K	Buy	+95	New	+$7.63K	﹤0.01%	364
2023 Q2	–	Sell	-356	Closed	-$31.3K	–	524
2023 Q1	$31.3K	Hold	356	–	–	0.01%	284
2022 Q4	$26.6K	Sell	356 -189	-35%	-$14.6K	0.01%	299
2022 Q3	$45K	Sell	545 -45	-8%	-$4.33K	0.02%	236
2022 Q2	$56K	Sell	590 -32	-5%	-$3.31K	0.02%	228
2022 Q1	$73K	Buy	622 +329	+112%	+$36.9K	0.02%	220
2021 Q4	$38K	Buy	+293	New	+$34.2K	0.01%	253

Other funds holding EW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

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

Mascoma Wealth Management's EW Position: Q2 2026 in Review

Mascoma Wealth Management reduced its Edwards Lifesciences (EW) stake by 40% in Q2 2026, selling an estimated $503 and leaving 9 shares worth $814. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Mascoma Wealth Management first reported a position in EW in Q4 2021 and has held it in 13 quarters since. The position peaked at $73K in Q1 2022. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Mascoma Wealth Management held 9 shares of Edwards Lifesciences worth $814 as of Q2 2026.
Mascoma Wealth Management sold 6 Edwards Lifesciences shares in Q2 2026, an estimated $503.
Edwards Lifesciences made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #522 holding.
Mascoma Wealth Management first reported a position in Edwards Lifesciences in Q4 2021 and has held it in 13 quarters since.
Mascoma Wealth Management's Edwards Lifesciences position peaked at $73K in Q1 2022.
1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.