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Mosaic Financial Group’s Edwards Lifesciences EW Stock Holding History

Mosaic Financial Group’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 		– Sell
-2,381
Closed -$203K – 130
2025
Q4 		$203K Buy
+2,381
New +$195K 0.14% 125
2024
Q3 		– Sell
-2,522
Closed -$233K – 129
2024
Q2 		$233K Buy
2,522
+70
+3% +$6.2K 0.17% 110
2024
Q1 		$234K Buy
+2,452
New +$206K 0.19% 105

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Wellington Management Group
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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

Mosaic Financial Group's EW Position: Q1 2026 in Review

Mosaic Financial Group sold out of Edwards Lifesciences (EW) in Q1 2026, closing a stake of 2,381 shares — an estimated $203K sold.

Mosaic Financial Group first reported a position in EW in Q1 2024 and held it in 3 quarters. The position peaked at $234K in Q1 2024. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Mosaic Financial Group reported no remaining Edwards Lifesciences position as of Q1 2026 after selling out during the quarter.
  • Mosaic Financial Group sold 2,381 Edwards Lifesciences shares in Q1 2026, an estimated $203K.
  • Mosaic Financial Group first reported a position in Edwards Lifesciences in Q1 2024 and held it in 3 quarters.
  • Mosaic Financial Group's Edwards Lifesciences position peaked at $234K in Q1 2024.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.