Modern Wealth Management, LLC
Position in EW — Edwards Lifesciences Corp
CIK 2001900
KANSAS CITY, MO
Position in EW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$384,725
+$65,848 QoQ
Shares Held
4,253
+6.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#828
of 1,313 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Modern Wealth Management, LLC holds $9,171,008 across 7 Medical Devices names. EW ranks #4 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
58,399 | $5,299,121 | |
| 2 | SYK |
Stryker Corp
|
5,503 | $1,732,563 | |
| 3 | MDT |
Medtronic plc
|
14,033 | $1,097,798 | |
| 4 | EW |
Edwards Lifesciences Corp
This page
|
4,253 | $384,725 | |
| 5 | BSX |
Boston Scientific Corp
|
5,874 | $250,701 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
3,436 | $219,936 | |
| 7 | NEOG |
Neogen Corp
|
20,708 | $186,164 |
All Filings in EW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,725 | 4,253 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $318,877 | 3,982 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $296,241 | 3,475 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $272,814 | 3,508 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $230,091 | 2,942 | Shares | Other | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||