RWB
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
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 $44.7B AUM 17.24% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RMR Wealth Builders's EW Position: Q2 2026 in Review

RMR Wealth Builders increased its Edwards Lifesciences (EW) stake by 0.93% in Q2 2026, buying an estimated $3.35K and bringing the position to 4,347 shares worth $393K. The position accounts for 0.02% of the portfolio, ranked #224.

RMR Wealth Builders first reported a position in EW in Q4 2019 and has held it in 25 quarters since. The position peaked at $885K in Q1 2022. 393 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • RMR Wealth Builders held 4,347 shares of Edwards Lifesciences worth $393K as of Q2 2026.
  • RMR Wealth Builders bought 40 Edwards Lifesciences shares in Q2 2026, an estimated $3.35K.
  • Edwards Lifesciences made up 0.02% of RMR Wealth Builders's portfolio in Q2 2026, its #224 holding.
  • RMR Wealth Builders first reported a position in Edwards Lifesciences in Q4 2019 and has held it in 25 quarters since.
  • RMR Wealth Builders's Edwards Lifesciences position peaked at $885K in Q1 2022.
  • 393 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.