HBK Sorce Advisory’s Edwards Lifesciences EW Stock Holding History

HBK Sorce Advisory’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	$230K	Sell	2,587 -429	-14%	-$35.9K	﹤0.01%	584
2026 Q1	$241K	Buy	3,016 +95	+3%	+$7.83K	﹤0.01%	550
2025 Q4	$230K	Buy	+2,921	New	+$240K	0.01%	549
2024 Q3	–	Sell	-8,638	Closed	-$798K	–	588
2024 Q2	$798K	Sell	8,638 -123	-1%	-$10.9K	0.03%	244
2024 Q1	$837K	Sell	8,761 -863	-9%	-$72.5K	0.03%	243
2023 Q4	$734K	Buy	9,624 +112	+1%	+$7.79K	0.03%	249
2023 Q3	$659K	Sell	9,512 -8	-0.1%	-$643	0.03%	260
2023 Q2	$898K	Sell	9,520 -12	-0.1%	-$1.04K	0.04%	218
2023 Q1	$789K	Buy	+9,532	New	+$749K	0.04%	243
2018 Q1	–	Sell	-14,055	Closed	-$528K	–	385
2017 Q4	$528K	Buy	+14,055	New	+$516K	0.06%	213
2017 Q2	–	Sell	-12,525	Closed	-$393K	–	350
2017 Q1	$393K	Buy	12,525 +798	+7%	+$25K	0.07%	196
2016 Q4	$366K	Sell	11,727 -864	-7%	-$28K	0.07%	196
2016 Q3	$506K	Buy	+12,591	New	+$474K	0.1%	146

Other funds holding EW

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

HBK Sorce Advisory's EW Position: Q2 2026 in Review

HBK Sorce Advisory reduced its Edwards Lifesciences (EW) stake by 14% in Q2 2026, selling an estimated $35.9K and leaving 2,587 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

HBK Sorce Advisory first reported a position in EW in Q3 2016 and has held it in 13 quarters since. The position peaked at $898K in Q2 2023. 774 funds tracked by Wall St. Rank hold EW as of Q2 2026.

HBK Sorce Advisory held 2,587 shares of Edwards Lifesciences worth $230K as of Q2 2026.
HBK Sorce Advisory sold 429 Edwards Lifesciences shares in Q2 2026, an estimated $35.9K.
Edwards Lifesciences made up ﹤0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #584 holding.
HBK Sorce Advisory first reported a position in Edwards Lifesciences in Q3 2016 and has held it in 13 quarters since.
HBK Sorce Advisory's Edwards Lifesciences position peaked at $898K in Q2 2023.
774 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.