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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
Q2 		$204K Buy
+2,250
New +$188K 0.13% 131
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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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

Mosaic Financial Group's EW Position: Q2 2026 in Review

Mosaic Financial Group opened a new position in Edwards Lifesciences (EW) in Q2 2026: 2,250 shares worth $204K. The stake represents 0.13% of the portfolio and ranks #131 among its holdings. This is a return to the name: Mosaic Financial Group previously reported a position in EW as recently as Q4 2025.

Mosaic Financial Group first reported a position in EW in Q1 2024 and has held it in 4 quarters since. The position peaked at $234K in Q1 2024. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Mosaic Financial Group held 2,250 shares of Edwards Lifesciences worth $204K as of Q2 2026.
  • Edwards Lifesciences was a new Mosaic Financial Group position in Q2 2026.
  • Edwards Lifesciences made up 0.13% of Mosaic Financial Group's portfolio in Q2 2026, its #131 holding.
  • Mosaic Financial Group first reported a position in Edwards Lifesciences in Q1 2024 and has held it in 4 quarters since.
  • Mosaic Financial Group's Edwards Lifesciences position peaked at $234K in Q1 2024.
  • 1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.