RMR Wealth Builders
EW icon

RMR Wealth Builders’s Edwards Lifesciences EW Stock Holding History

RMR Wealth Builders’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 		$368K Sell
4,269
-78
-2% -$6.93K 0.02% 217
2026
Q2 		$393K Buy
4,347
+40
+0.9% +$3.35K 0.02% 224
2026
Q1 		$345K Buy
4,307
+6
+0.1% +$495 0.03% 212
2025
Q4 		$367K Hold
4,301
– – 0.03% 209
2025
Q3 		$334K Buy
4,301
+100
+2% +$7.81K 0.03% 223
2025
Q2 		$329K Sell
4,201
-5
-0.1% -$373 0.03% 215
2025
Q1 		$305K Buy
4,206
+8
+0.2% +$573 0.03% 201
2024
Q4 		$311K Buy
4,198
+4
+0.1% +$280 0.03% 205
2024
Q3 		$277K Buy
4,194
+27
+0.6% +$1.96K 0.03% 218
2024
Q2 		$385K Sell
4,167
-45
-1% -$3.98K 0.04% 174
2024
Q1 		$402K Buy
4,212
+45
+1% +$3.78K 0.05% 171
2023
Q4 		$318K Hold
4,167
– – 0.04% 187
2023
Q3 		$289K Hold
4,167
– – 0.05% 188
2023
Q2 		$393K Hold
4,167
– – 0.07% 138
2023
Q1 		$345K Sell
4,167
-342
-8% -$26.9K 0.07% 150
2022
Q4 		$336K Hold
4,509
– – 0.08% 131
2022
Q3 		$373K Sell
4,509
-1,335
-23% -$128K 0.09% 119
2022
Q2 		$556K Sell
5,844
-1,674
-22% -$173K 0.14% 100
2022
Q1 		$885K Buy
+7,518
New +$843K 0.19% 75
2021
Q4 		– Sell
-7,518
Closed -$851K – 150
2021
Q3 		$851K Hold
7,518
– – 0.25% 61
2021
Q2 		$779K Hold
7,518
– – 0.26% 68
2021
Q1 		$629K Buy
7,518
+342
+5% +$28.9K 0.16% 84
2020
Q4 		$655K Sell
7,176
-342
-5% -$28.4K 0.32% 62
2020
Q3 		$600K Buy
7,518
+342
+5% +$26.7K 0.16% 103
2020
Q2 		$496K Buy
+7,176
New +$510K 0.44% 51
2019
Q4 		$558K Buy
+7,176
New +$560K 0.54% 44

Other funds holding EW

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
SEB Asset Management
SEB Asset Management Stockholm $27B AUM
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

RMR Wealth Builders's EW Position: Q3 2026 in Review

RMR Wealth Builders reduced its Edwards Lifesciences (EW) stake by 1.8% in Q3 2026, selling an estimated $6.93K and leaving 4,269 shares worth $368K. The position accounts for 0.02% of the portfolio, ranked #217.

RMR Wealth Builders first reported a position in EW in Q4 2019 and has held it in 26 quarters since. The position peaked at $885K in Q1 2022. 622 funds tracked by Wall St. Rank hold EW as of Q3 2026.

  • RMR Wealth Builders held 4,269 shares of Edwards Lifesciences worth $368K as of Q3 2026.
  • RMR Wealth Builders sold 78 Edwards Lifesciences shares in Q3 2026, an estimated $6.93K.
  • Edwards Lifesciences made up 0.02% of RMR Wealth Builders's portfolio in Q3 2026, its #217 holding.
  • RMR Wealth Builders first reported a position in Edwards Lifesciences in Q4 2019 and has held it in 26 quarters since.
  • RMR Wealth Builders's Edwards Lifesciences position peaked at $885K in Q1 2022.
  • 622 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.