HWM
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HB Wealth Management’s Edwards Lifesciences EW Stock Holding History

HB Wealth Management’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 		$2.55M Sell
28,155
-748
-3% -$62.7K 0.01% 413
2026
Q1 		$2.31M Buy
28,903
+1,509
+6% +$124K 0.02% 399
2025
Q4 		$2.34M Buy
27,394
+1,788
+7% +$147K 0.02% 382
2025
Q3 		$1.99M Buy
25,606
+2,062
+9% +$161K 0.01% 410
2025
Q2 		$1.84M Buy
23,544
+1,982
+9% +$148K 0.01% 401
2025
Q1 		$1.56M Buy
21,562
+5,577
+35% +$399K 0.01% 434
2024
Q4 		$1.18M Sell
15,985
-891
-5% -$62.4K 0.01% 384
2024
Q3 		$1.11M Buy
16,876
+454
+3% +$33K 0.01% 370
2024
Q2 		$1.52M Buy
16,422
+4,493
+38% +$398K 0.02% 299
2024
Q1 		$1.14M Sell
11,929
-58
-0.5% -$4.87K 0.01% 331
2023
Q4 		$914K Buy
11,987
+2,388
+25% +$166K 0.01% 332
2023
Q3 		$665K Sell
9,599
-711
-7% -$57.1K 0.01% 370
2023
Q2 		$973K Buy
10,310
+192
+2% +$16.7K 0.02% 294
2023
Q1 		$837K Buy
10,118
+1,107
+12% +$87K 0.01% 312
2022
Q4 		$672K Sell
9,011
-1,672
-16% -$129K 0.01% 338
2022
Q3 		$883K Sell
10,683
-165
-2% -$15.9K 0.02% 274
2022
Q2 		$1.03M Buy
10,848
+762
+8% +$78.9K 0.02% 249
2022
Q1 		$1.19M Buy
10,086
+601
+6% +$67.4K 0.02% 249
2021
Q4 		$1.23M Buy
+9,485
New +$1.11M 0.02% 215

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

HB Wealth Management's EW Position: Q2 2026 in Review

HB Wealth Management reduced its Edwards Lifesciences (EW) stake by 2.6% in Q2 2026, selling an estimated $62.7K and leaving 28,155 shares worth $2.55M. The position accounts for 0.01% of the portfolio, ranked #413.

HB Wealth Management first reported a position in EW in Q4 2021 and has held it in 19 quarters since. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • HB Wealth Management held 28,155 shares of Edwards Lifesciences worth $2.55M as of Q2 2026.
  • HB Wealth Management sold 748 Edwards Lifesciences shares in Q2 2026, an estimated $62.7K.
  • Edwards Lifesciences made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #413 holding.
  • HB Wealth Management first reported a position in Edwards Lifesciences in Q4 2021 and has held it in 19 quarters since.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.