Position in EW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$203,535
+$555 QoQ
Shares Held
2,250
-5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,013
of 1,310 holders
Holding Since
Mar 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026MOSAIC FINANCIAL GROUP, LLC holds $474,914 across 2 Medical Devices names. EW ranks #2 (42.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
3,469 | $271,379 | |
| 2 | EW |
Edwards Lifesciences Corp
This page
|
2,250 | $203,535 |
All Filings in EW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,535 | 2,250 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $202,980 | 2,381 | Shares | Sole | 2026-02-13 | |
| 2024-06-30 | $232,957 | 2,522 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $234,313 | 2,452 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||