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National Wealth Management Group’s Edwards Lifesciences EW Stock Holding History

National Wealth Management 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
-8,219
Closed -$701K – 231
2025
Q4 		$701K Buy
+8,219
New +$675K 0.24% 97
2023
Q2 		– Sell
-5,221
Closed -$466K – 140
2023
Q1 		$466K Buy
+5,221
New +$410K 0.53% 49

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VCM
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VPM
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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

National Wealth Management Group's EW Position: Q1 2026 in Review

National Wealth Management Group sold out of Edwards Lifesciences (EW) in Q1 2026, closing a stake of 8,219 shares — an estimated $701K sold.

National Wealth Management Group first reported a position in EW in Q1 2023 and held it in 2 quarters. The position peaked at $701K in Q4 2025. 1,284 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • National Wealth Management Group reported no remaining Edwards Lifesciences position as of Q1 2026 after selling out during the quarter.
  • National Wealth Management Group sold 8,219 Edwards Lifesciences shares in Q1 2026, an estimated $701K.
  • National Wealth Management Group first reported a position in Edwards Lifesciences in Q1 2023 and held it in 2 quarters.
  • National Wealth Management Group's Edwards Lifesciences position peaked at $701K in Q4 2025.
  • 1,284 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on National Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.