MWM
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Mission Wealth Management’s Edwards Lifesciences EW Stock Holding History

Mission 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 		$3.41M Sell
42,563
-2,743
-6% -$226K 0.07% 148
2025
Q4 		$3.86M Sell
45,306
-1,601
-3% -$131K 0.08% 145
2025
Q3 		$3.65M Buy
46,907
+1,377
+3% +$108K 0.07% 148
2025
Q2 		$3.56M Buy
45,530
+1,073
+2% +$80K 0.08% 146
2025
Q1 		$3.22M Sell
44,457
-2,455
-5% -$176K 0.08% 139
2024
Q4 		$3.47M Sell
46,912
-6,642
-12% -$465K 0.08% 127
2024
Q3 		$3.53M Sell
53,554
-3,702
-6% -$269K 0.09% 127
2024
Q2 		$5.29M Buy
57,256
+57
+0.1% +$5.05K 0.14% 86
2024
Q1 		$5.47M Sell
57,199
-47
-0.1% -$3.95K 0.14% 101
2023
Q4 		$4.37M Sell
57,246
-971
-2% -$67.6K 0.14% 88
2023
Q3 		$4.03M Buy
58,217
+22
+0% +$1.77K 0.15% 85
2023
Q2 		$5.49M Sell
58,195
-4,752
-8% -$413K 0.21% 64
2023
Q1 		$5.21M Sell
62,947
-37
-0.1% -$2.91K 0.22% 63
2022
Q4 		$4.7M Buy
62,984
+169
+0.3% +$13K 0.22% 59
2022
Q3 		$5.19M Sell
62,815
-236
-0.4% -$22.7K 0.27% 51
2022
Q2 		$6M Buy
63,051
+156
+0.2% +$16.1K 0.32% 47
2022
Q1 		$7.4M Sell
62,895
-22,497
-26% -$2.52M 0.34% 44
2021
Q4 		$11.1M Buy
85,392
+1,114
+1% +$130K 0.5% 32
2021
Q3 		$9.54M Sell
84,278
-3,956
-4% -$452K 0.49% 30
2021
Q2 		$9.14M Sell
88,234
-6,377
-7% -$601K 0.48% 32
2021
Q1 		$7.91M Sell
94,611
-4,497
-5% -$380K 0.46% 37
2020
Q4 		$9.04M Sell
99,108
-11,985
-11% -$994K 0.57% 30
2020
Q3 		$8.87M Sell
111,093
-5,097
-4% -$398K 0.66% 28
2020
Q2 		$8.03M Sell
116,190
-15,036
-11% -$1.07M 0.69% 26
2020
Q1 		$8.25M Sell
131,226
-20,625
-14% -$1.49M 0.91% 24
2019
Q4 		$11.8M Sell
151,851
-2,997
-2% -$234K 1.14% 19
2019
Q3 		$11.4M Sell
154,848
-780
-0.5% -$54.8K 1.21% 19
2019
Q2 		$9.58M Sell
155,628
-3,759
-2% -$227K 1.07% 20
2019
Q1 		$10.2M Hold
159,387
– – 1.18% 19
2018
Q4 		$8.14M Sell
159,387
-11,943
-7% -$604K 1.06% 19
2018
Q3 		$9.94M Buy
+171,330
New +$8.38M 1.31% 16

Other funds holding EW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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

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

Mission Wealth Management reduced its Edwards Lifesciences (EW) stake by 6.1% in Q1 2026, selling an estimated $226K and leaving 42,563 shares worth $3.41M. The position accounts for 0.07% of the portfolio, ranked #148.

Mission Wealth Management first reported a position in EW in Q3 2018 and has held it in 31 quarters since. The position peaked at $11.8M in Q4 2019. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Mission Wealth Management held 42,563 shares of Edwards Lifesciences worth $3.41M as of Q1 2026.
  • Mission Wealth Management sold 2,743 Edwards Lifesciences shares in Q1 2026, an estimated $226K.
  • Edwards Lifesciences made up 0.07% of Mission Wealth Management's portfolio in Q1 2026, its #148 holding.
  • Mission Wealth Management first reported a position in Edwards Lifesciences in Q3 2018 and has held it in 31 quarters since.
  • Mission Wealth Management's Edwards Lifesciences position peaked at $11.8M in Q4 2019.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

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