HCG
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Haven Capital Group’s Edwards Lifesciences EW Stock Holding History

Haven Capital Group’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 		$3.97M Sell
43,932
-124
-0.3% -$10.4K 3.19% 10
2026
Q1 		$3.53M Hold
44,056
– – 3.27% 10
2025
Q4 		$3.76M Sell
44,056
-5,081
-10% -$417K 3.52% 8
2025
Q3 		$3.82M Sell
49,137
-1,083
-2% -$84.6K 3.4% 9
2025
Q2 		$3.93M Sell
50,220
-1,295
-3% -$96.6K 3.46% 11
2025
Q1 		$3.73M Sell
51,515
-764
-1% -$54.7K 4.11% 9
2024
Q4 		$3.87M Buy
+52,279
New +$3.66M 3.64% 10

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Haven Capital Group's EW Position: Q2 2026 in Review

Haven Capital Group reduced its Edwards Lifesciences (EW) stake by 0.28% in Q2 2026, selling an estimated $10.4K and leaving 43,932 shares worth $3.97M. The position accounts for 3.19% of the portfolio, ranked #10.

Haven Capital Group first reported a position in EW in Q4 2024 and has held it in 7 quarters since. 1,325 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Haven Capital Group held 43,932 shares of Edwards Lifesciences worth $3.97M as of Q2 2026.
  • Haven Capital Group sold 124 Edwards Lifesciences shares in Q2 2026, an estimated $10.4K.
  • Edwards Lifesciences made up 3.19% of Haven Capital Group's portfolio in Q2 2026, its #10 holding.
  • Haven Capital Group first reported a position in Edwards Lifesciences in Q4 2024 and has held it in 7 quarters since.
  • 1,325 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Haven Capital Group's 13F filing for Q2 2026, filed 10 Jul 2026.