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

Modern 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 		$385K Buy
4,253
+271
+7% +$22.7K ﹤0.01% 793
2026
Q1 		$324K Buy
3,982
+507
+15% +$41.8K 0.01% 694
2025
Q4 		$296K Sell
3,475
-33
-0.9% -$2.71K 0.01% 683
2025
Q3 		$273K Buy
3,508
+566
+19% +$44.2K 0.01% 673
2025
Q2 		$230K Buy
+2,942
New +$219K 0.01% 697

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Modern Wealth Management increased its Edwards Lifesciences (EW) stake by 6.8% in Q2 2026, buying an estimated $22.7K and bringing the position to 4,253 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

Modern Wealth Management first reported a position in EW in Q2 2025 and has held it in 5 quarters since. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Modern Wealth Management held 4,253 shares of Edwards Lifesciences worth $385K as of Q2 2026.
  • Modern Wealth Management bought 271 Edwards Lifesciences shares in Q2 2026, an estimated $22.7K.
  • Edwards Lifesciences made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #793 holding.
  • Modern Wealth Management first reported a position in Edwards Lifesciences in Q2 2025 and has held it in 5 quarters since.
  • 1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.