Matthew Hamilton Rosenberg’s Edwards Lifesciences EW Stock Holding History

Matthew Hamilton Rosenberg’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 Q3	$30.8K	Hold	357	–	–	0.01%	507
2026 Q2	$32.3K	Hold	357	–	–	0.01%	490
2026 Q1	$28.6K	Hold	357	–	–	0.01%	498
2025 Q4	$30.4K	Hold	357	–	–	0.01%	486
2025 Q3	$27.8K	Hold	357	–	–	0.01%	493
2025 Q2	$27.9K	Buy	+357	New	+$26.6K	0.01%	518
2024 Q4	–	Sell	-32	Closed	-$2.11K	–	819
2024 Q3	$2.11K	Hold	32	–	–	﹤0.01%	745
2024 Q2	$2.89K	Hold	32	–	–	﹤0.01%	698
2024 Q1	$3.02K	Hold	32	–	–	﹤0.01%	734
2023 Q4	$2.44K	Sell	32 -100	-76%	-$6.96K	﹤0.01%	752
2023 Q3	$9.14K	Sell	132 -13	-9%	-$1.04K	﹤0.01%	626
2023 Q2	$13.7K	Hold	145	–	–	﹤0.01%	584
2023 Q1	$12K	Hold	145	–	–	﹤0.01%	642
2022 Q4	$10.8K	Hold	145	–	–	﹤0.01%	643
2022 Q3	$12K	Buy	145 +13	+10%	+$1.25K	﹤0.01%	621
2022 Q2	$13K	Hold	132	–	–	﹤0.01%	621
2022 Q1	$16K	Hold	132	–	–	0.01%	580
2021 Q4	$17K	Buy	+132	New	+$15.4K	0.01%	542

Other funds holding EW

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Matthew Hamilton Rosenberg's EW Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Edwards Lifesciences (EW) position steady in Q3 2026 at 357 shares worth $30.8K. The position accounts for 0.01% of the portfolio, ranked #507.

Matthew Hamilton Rosenberg first reported a position in EW in Q4 2021 and has held it in 18 quarters since. The position peaked at $32.3K in Q2 2026. 48 funds tracked by Wall St. Rank hold EW as of Q3 2026.

Matthew Hamilton Rosenberg held 357 shares of Edwards Lifesciences worth $30.8K as of Q3 2026.
Matthew Hamilton Rosenberg left its Edwards Lifesciences share count unchanged in Q3 2026.
Edwards Lifesciences made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #507 holding.
Matthew Hamilton Rosenberg first reported a position in Edwards Lifesciences in Q4 2021 and has held it in 18 quarters since.
Matthew Hamilton Rosenberg's Edwards Lifesciences position peaked at $32.3K in Q2 2026.
48 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.