Mowery & Schoenfeld Wealth Management, LLC
Position in EW — Edwards Lifesciences Corp
CIK 2019946
LINCOLNSHIRE, IL
Position in EW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,161
+$478 QoQ
Shares Held
46
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,240
of 1,315 holders
Holding Since
Dec 2023
10 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $275,708 across 7 Medical Devices names. EW ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BSX |
Boston Scientific Corp
|
2,320 | $99,017 | |
| 2 | SYK |
Stryker Corp
|
215 | $67,690 | |
| 3 | ABT |
Abbott Laboratories
|
572 | $51,903 | |
| 4 | MOBI |
Mobia Medical, Inc.
|
3,250 | $43,550 | |
| 5 | STE |
STERIS plc
|
23 | $4,843 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
71 | $4,544 | |
| 7 | EW |
Edwards Lifesciences Corp
This page
|
46 | $4,161 |
All Filings in EW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,161 | 46 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,683 | 46 | Shares | Sole | 2026-05-01 | |
| 2025-09-30 | $3,577 | 46 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,597 | 46 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,334 | 46 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $8,217 | 111 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,035 | 46 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $4,249 | 46 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,395 | 46 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,117 | 54 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||