Castle Rock Wealth Management, LLC

Position in EW — Edwards Lifesciences Corp

CIK 1727605 WALNUT CREEK, CA

Position in EW

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$340,943

+$55,227 QoQ

Shares Held

3,769

-4.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#860

of 1,315 holders

Holding Since

Sep 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Castle Rock Wealth Management, LLC holds $1,125,027 across 2 Medical Devices names. EW ranks #2 (30.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ABT	Abbott Laboratories	8,641	$784,084
2	EW	Edwards Lifesciences Corp This page	3,769	$340,943

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$340,943	3,769	-4.4%	Shares	Sole	2026-07-08
2025-03-31	$285,716	3,942	+0.4%	Shares	Sole	2025-04-09
2024-12-31	$290,715	3,927	-2.4%	Shares	Sole	2025-03-05
2024-09-30	$265,609	4,025	-35.7%	Shares	Sole	2024-10-09
2024-06-30	$577,774	6,255	+0.3%	Shares	Sole	2024-07-12
2024-03-31	$595,721	6,234	+3.2%	Shares	Sole	2024-05-13
2023-12-31	$460,702	6,042	+32.2%	Shares	Sole	2024-01-09
2023-09-30	$316,748	4,572	+4.7%	Shares	Sole	2023-10-11
2023-06-30	$411,750	4,365	-0.1%	Shares	Sole	2023-07-11
2023-03-31	$361,612	4,371	-11.8%	Shares	Sole	2023-05-12
2022-12-31	$369,543	4,953	+15.5%	Shares	Sole	2023-01-31
2022-09-30	$354,234	4,287	+0.6%	Shares	Sole	2022-10-14
2022-06-30	$405,083	4,260	-14.6%	Shares	Sole	2022-07-13
2022-03-31	$587,422	4,990	+34.7%	Shares	Sole	2022-04-25
2021-12-31	$479,853	3,704	+7.5%	Shares	Sole	2022-02-02
2021-09-30	$389,895	3,444	-0.1%	Shares	Sole	2021-11-12
2021-06-30	$356,902	3,446	+0.5%	Shares	Sole	2021-08-13
2021-03-31	$286,717	3,428	+6.9%	Shares	Sole	2021-04-27
2020-12-31	$292,483	3,206	+27.0%	Shares	Sole	2021-01-29
2020-09-30	$201,465	2,524	—	Shares	Sole	2020-12-07
No filing history on record for this holder in this stock.