RWM
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RMG Wealth Management’s Edwards Lifesciences EW Stock Holding History

RMG 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 		$27.9K Sell
300
-42
-12% -$3.52K ﹤0.01% 211
2026
Q1 		$26.4K Buy
+342
New +$28.2K ﹤0.01% 211
2025
Q4 		– Sell
-300
Closed -$23.4K – 429
2025
Q3 		$23.4K Hold
300
– – ﹤0.01% 184
2025
Q2 		$23.1K Buy
+300
New +$22.4K ﹤0.01% 184

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

RMG Wealth Management's EW Position: Q2 2026 in Review

RMG Wealth Management reduced its Edwards Lifesciences (EW) stake by 12% in Q2 2026, selling an estimated $3.52K and leaving 300 shares worth $27.9K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

RMG Wealth Management first reported a position in EW in Q2 2025 and has held it in 4 quarters since. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • RMG Wealth Management held 300 shares of Edwards Lifesciences worth $27.9K as of Q2 2026.
  • RMG Wealth Management sold 42 Edwards Lifesciences shares in Q2 2026, an estimated $3.52K.
  • Edwards Lifesciences made up ﹤0.01% of RMG Wealth Management's portfolio in Q2 2026, its #211 holding.
  • RMG Wealth Management first reported a position in Edwards Lifesciences in Q2 2025 and has held it in 4 quarters since.
  • 1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.