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Modera Wealth Management, LLC

SEC CIK
0001542143
Latest filing
Aug 3, 2026

EW holding history

Edwards Lifesciences Corp in every 13F filed by Modera Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EW overviewAll 13F holders of EWFull Q2 2026 holdings

Shares (Q2 2026)
2,381
Value
$215.4K
% of portfolio
<0.1%
Quarters held
6
Since Q4 2021
Holdings of EW by Modera Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,381$215.4K<0.1%+2,381NewHolders
Q1 20260$00.0%−2,437−100.0%Sold outHolders
Q4 20252,437$207.7K<0.1%−375−13.3%ReducedHolders
Q3 20252,812$218.7K<0.1%−15−0.5%ReducedHolders
Q2 20252,827$221.1K<0.1%+2,827NewHolders
Q3 20240$00.0%−2,252−100.0%Sold outHolders
Q2 20242,252$208.0K<0.1%+2,252NewHolders
Q1 20220$00.0%−1,966−100.0%Sold outHolders
Q4 20211,966$255.0K<0.1%+1,966NewHolders