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Retirement Wealth Solutions’s Edwards Lifesciences EW Stock Holding History

Retirement Wealth Solutions’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
Q3 		$16.6K Buy
192
+167
+668% +$14.8K 0.01% 199
2026
Q2 		$2.26K Sell
25
-4
-14% -$335 ﹤0.01% 501
2026
Q1 		$2.32K Buy
29
+19
+190% +$1.57K ﹤0.01% 468
2025
Q4 		$853 Buy
10
+1
+11% +$82 ﹤0.01% 606
2025
Q3 		$700 Buy
+9
New +$703 ﹤0.01% 644

Other funds holding EW

JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Retirement Wealth Solutions's EW Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Edwards Lifesciences (EW) stake by 668% in Q3 2026, buying an estimated $14.8K and bringing the position to 192 shares worth $16.6K. The position accounts for 0.01% of the portfolio, ranked #199.

Retirement Wealth Solutions first reported a position in EW in Q3 2025 and has held it in 5 quarters since. 54 funds tracked by Wall St. Rank hold EW as of Q3 2026.

  • Retirement Wealth Solutions held 192 shares of Edwards Lifesciences worth $16.6K as of Q3 2026.
  • Retirement Wealth Solutions bought 167 Edwards Lifesciences shares in Q3 2026, an estimated $14.8K.
  • Edwards Lifesciences made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #199 holding.
  • Retirement Wealth Solutions first reported a position in Edwards Lifesciences in Q3 2025 and has held it in 5 quarters since.
  • 54 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.