Modera Wealth Management’s Edwards Lifesciences EW Stock Holding History

Modera 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	$215K	Buy	+2,381	New	+$199K	﹤0.01%	621
2026 Q1	–	Sell	-2,437	Closed	-$208K	–	643
2025 Q4	$208K	Sell	2,437 -375	-13%	-$30.8K	﹤0.01%	619
2025 Q3	$219K	Sell	2,812 -15	-0.5%	-$1.17K	﹤0.01%	615
2025 Q2	$221K	Buy	+2,827	New	+$211K	﹤0.01%	603
2024 Q3	–	Sell	-2,252	Closed	-$208K	–	612
2024 Q2	$208K	Buy	+2,252	New	+$199K	﹤0.01%	545
2022 Q1	–	Sell	-1,966	Closed	-$255K	–	429
2021 Q4	$255K	Buy	+1,966	New	+$229K	0.01%	473

Other funds holding EW

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

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

Modera Wealth Management opened a new position in Edwards Lifesciences (EW) in Q2 2026: 2,381 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #621 among its holdings. This is a return to the name: Modera Wealth Management previously reported a position in EW as recently as Q4 2025.

Modera Wealth Management first reported a position in EW in Q4 2021 and has held it in 6 quarters since. The position peaked at $255K in Q4 2021. 774 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Modera Wealth Management held 2,381 shares of Edwards Lifesciences worth $215K as of Q2 2026.
Edwards Lifesciences was a new Modera Wealth Management position in Q2 2026.
Edwards Lifesciences made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #621 holding.
Modera Wealth Management first reported a position in Edwards Lifesciences in Q4 2021 and has held it in 6 quarters since.
Modera Wealth Management's Edwards Lifesciences position peaked at $255K in Q4 2021.
774 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.