Mowery & Schoenfeld Wealth Management’s Edwards Lifesciences EW Stock Holding History

Mowery & Schoenfeld 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	$4.16K	Hold	46	–	–	0.01%	302
2026 Q1	$3.68K	Buy	+46	New	+$3.79K	0.01%	299
2025 Q4	–	Sell	-46	Closed	-$3.58K	–	481
2025 Q3	$3.58K	Hold	46	–	–	0.01%	309
2025 Q2	$3.6K	Hold	46	–	–	0.01%	303
2025 Q1	$3.33K	Sell	46 -65	-59%	-$4.65K	0.01%	358
2024 Q4	$8.22K	Buy	111 +65	+141%	+$4.55K	0.02%	249
2024 Q3	$3.04K	Hold	46	–	–	﹤0.01%	212
2024 Q2	$4.25K	Hold	46	–	–	0.01%	177
2024 Q1	$4.4K	Sell	46 -8	-15%	-$672	0.01%	126
2023 Q4	$4.12K	Buy	+54	New	+$3.76K	0.01%	135

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

Mowery & Schoenfeld Wealth Management's EW Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Edwards Lifesciences (EW) position steady in Q2 2026 at 46 shares worth $4.16K. The position accounts for 0.01% of the portfolio, ranked #302.

Mowery & Schoenfeld Wealth Management first reported a position in EW in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.22K in Q4 2024. 833 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 46 shares of Edwards Lifesciences worth $4.16K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its Edwards Lifesciences share count unchanged in Q2 2026.
Edwards Lifesciences made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #302 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Edwards Lifesciences in Q4 2023 and has held it in 10 quarters since.
Mowery & Schoenfeld Wealth Management's Edwards Lifesciences position peaked at $8.22K in Q4 2024.
833 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.