MWM
EW icon

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
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 $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

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

Modern Wealth Management increased its Edwards Lifesciences (EW) stake by 15% in Q1 2026, buying an estimated $41.8K and bringing the position to 3,982 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #694.

Modern Wealth Management first reported a position in EW in Q2 2025 and has held it in 4 quarters since. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Modern Wealth Management held 3,982 shares of Edwards Lifesciences worth $324K as of Q1 2026.
  • Modern Wealth Management bought 507 Edwards Lifesciences shares in Q1 2026, an estimated $41.8K.
  • Edwards Lifesciences made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #694 holding.
  • Modern Wealth Management first reported a position in Edwards Lifesciences in Q2 2025 and has held it in 4 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.