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Harrell Investment Partners’s Edwards Lifesciences EW Stock Holding History

Harrell Investment Partners’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
2025
Q2 		– Sell
-17,296
Closed -$1.25M – 133
2025
Q1 		$1.25M Buy
17,296
+5,811
+51% +$416K 0.37% 56
2024
Q4 		$850K Sell
11,485
-12,378
-52% -$866K 0.24% 67
2024
Q3 		$1.57M Sell
23,863
-877
-4% -$63.7K 0.45% 61
2024
Q2 		$2.29M Sell
24,740
-83
-0.3% -$7.35K 0.66% 50
2024
Q1 		$2.37M Buy
24,823
+699
+3% +$58.7K 0.7% 48
2023
Q4 		$1.84M Sell
24,124
-4,008
-14% -$279K 0.57% 52
2023
Q3 		$1.95M Buy
28,132
+1,747
+7% +$140K 0.66% 48
2023
Q2 		$2.49M Sell
26,385
-670
-2% -$58.2K 0.84% 43
2023
Q1 		$2.23M Buy
27,055
+2,524
+10% +$198K 0.79% 47
2022
Q4 		$1.83M Sell
24,531
-4,717
-16% -$364K 0.72% 46
2022
Q3 		$2.42M Buy
29,248
+1,972
+7% +$190K 1.01% 34
2022
Q2 		$2.59M Buy
27,276
+797
+3% +$82.5K 1.06% 35
2022
Q1 		$3.12M Buy
26,479
+2,101
+9% +$236K 1.1% 31
2021
Q4 		$3.16M Buy
24,378
+2,438
+11% +$284K 0.97% 35
2021
Q3 		$2.48M Buy
21,940
+5,133
+31% +$586K 0.8% 45
2021
Q2 		$1.74M Buy
16,807
+2,185
+15% +$206K 0.56% 55
2021
Q1 		$1.22M Sell
14,622
-1,072
-7% -$90.6K 0.43% 62
2020
Q4 		$1.43M Sell
15,694
-1,071
-6% -$88.8K 0.55% 57
2020
Q3 		$1.34M Buy
+16,765
New +$1.31M 0.58% 54

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Harrell Investment Partners's EW Position: Q2 2025 in Review

Harrell Investment Partners sold out of Edwards Lifesciences (EW) in Q2 2025, closing a stake of 17,296 shares — an estimated $1.25M sold.

Harrell Investment Partners first reported a position in EW in Q3 2020 and held it in 19 quarters. The position peaked at $3.16M in Q4 2021. 1,261 funds tracked by Wall St. Rank hold EW as of Q2 2025.

  • Harrell Investment Partners reported no remaining Edwards Lifesciences position as of Q2 2025 after selling out during the quarter.
  • Harrell Investment Partners sold 17,296 Edwards Lifesciences shares in Q2 2025, an estimated $1.25M.
  • Harrell Investment Partners first reported a position in Edwards Lifesciences in Q3 2020 and held it in 19 quarters.
  • Harrell Investment Partners's Edwards Lifesciences position peaked at $3.16M in Q4 2021.
  • 1,261 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2025.

Based on Harrell Investment Partners's 13F filing for Q2 2025, filed 15 Jul 2025.