Halbert Hargrove Global Advisors’s Edwards Lifesciences EW Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio EW Stock Details EW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.33K	Buy	26 +5	+24%	+$419	﹤0.01%	378
2026 Q1	$1.68K	Hold	21	–	–	﹤0.01%	346
2025 Q4	$1.79K	Sell	21 -34	-62%	-$2.79K	﹤0.01%	343
2025 Q3	$4.28K	Buy	55 +34	+162%	+$2.66K	﹤0.01%	442
2025 Q2	$1.64K	Sell	21 -25	-54%	-$1.86K	﹤0.01%	293
2025 Q1	$3.33K	Buy	46 +25	+119%	+$1.79K	﹤0.01%	346
2024 Q4	$1.55K	Buy	+21	New	+$1.47K	﹤0.01%	282

Other funds holding EW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Halbert Hargrove Global Advisors's EW Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its Edwards Lifesciences (EW) stake by 24% in Q2 2026, buying an estimated $419 and bringing the position to 26 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Halbert Hargrove Global Advisors first reported a position in EW in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.28K in Q3 2025. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Halbert Hargrove Global Advisors held 26 shares of Edwards Lifesciences worth $2.33K as of Q2 2026.
Halbert Hargrove Global Advisors bought 5 Edwards Lifesciences shares in Q2 2026, an estimated $419.
Edwards Lifesciences made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #378 holding.
Halbert Hargrove Global Advisors first reported a position in Edwards Lifesciences in Q4 2024 and has held it in 7 quarters since.
Halbert Hargrove Global Advisors's Edwards Lifesciences position peaked at $4.28K in Q3 2025.
1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.