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HCR Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

HCR Wealth 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 		$222K Buy
+2,453
New +$205K 0.02% 245
2026
Q1 		– Sell
-2,416
Closed -$206K – 249
2025
Q4 		$206K Buy
+2,416
New +$198K 0.02% 239

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

HCR Wealth Advisors's EW Position: Q2 2026 in Review

HCR Wealth Advisors opened a new position in Edwards Lifesciences (EW) in Q2 2026: 2,453 shares worth $222K. The stake represents 0.02% of the portfolio and ranks #245 among its holdings. This is a return to the name: HCR Wealth Advisors previously reported a position in EW as recently as Q4 2025.

HCR Wealth Advisors first reported a position in EW in Q4 2025 and has held it in 2 quarters since. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • HCR Wealth Advisors held 2,453 shares of Edwards Lifesciences worth $222K as of Q2 2026.
  • Edwards Lifesciences was a new HCR Wealth Advisors position in Q2 2026.
  • Edwards Lifesciences made up 0.02% of HCR Wealth Advisors's portfolio in Q2 2026, its #245 holding.
  • HCR Wealth Advisors first reported a position in Edwards Lifesciences in Q4 2025 and has held it in 2 quarters since.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.