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

Hohimer 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 		$4.41M Buy
48,757
+1,551
+3% +$130K 0.44% 59
2026
Q1 		$3.78M Buy
+47,206
New +$3.89M 0.45% 68
2024
Q2 		– Sell
-7,246
Closed -$692K – 230
2024
Q1 		$692K Buy
7,246
+171
+2% +$14.4K 0.16% 140
2023
Q4 		$539K Sell
7,075
-365
-5% -$25.4K 0.14% 149
2023
Q3 		$515K Buy
7,440
+136
+2% +$10.9K 0.15% 144
2023
Q2 		$689K Sell
7,304
-174
-2% -$15.1K 0.19% 129
2023
Q1 		$619K Buy
7,478
+1,852
+33% +$146K 0.18% 137
2022
Q4 		$420K Sell
5,626
-1,674
-23% -$129K 0.13% 124
2022
Q3 		$603K Sell
7,300
-7
-0.1% -$674 0.19% 130
2022
Q2 		$695K Sell
7,307
-3,510
-32% -$363K 0.21% 129
2022
Q1 		$1.27M Sell
10,817
-129
-1% -$14.5K 0.25% 112
2021
Q4 		$1.42M Buy
10,946
+19
+0.2% +$2.22K 0.3% 103
2021
Q3 		$1.24M Buy
10,927
+117
+1% +$13.4K 0.26% 110
2021
Q2 		$1.12M Buy
10,810
+926
+9% +$87.3K 0.23% 117
2021
Q1 		$827K Sell
9,884
-6,451
-39% -$545K 0.2% 121
2020
Q4 		$1.49M Buy
16,335
+72
+0.4% +$5.97K 0.39% 85
2020
Q3 		$1.37M Buy
16,263
+299
+2% +$23.3K 0.39% 87
2020
Q2 		$1.1M Buy
15,964
+1,072
+7% +$76.2K 0.38% 96
2020
Q1 		$1.09M Sell
14,892
-5,406
-27% -$390K 0.46% 92
2019
Q4 		$1.58M Buy
+20,298
New +$1.58M 0.55% 81

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

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

Hohimer Wealth Management increased its Edwards Lifesciences (EW) stake by 3.3% in Q2 2026, buying an estimated $130K and bringing the position to 48,757 shares worth $4.41M. The position accounts for 0.44% of the portfolio, ranked #59.

Hohimer Wealth Management first reported a position in EW in Q4 2019 and has held it in 20 quarters since. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Hohimer Wealth Management held 48,757 shares of Edwards Lifesciences worth $4.41M as of Q2 2026.
  • Hohimer Wealth Management bought 1,551 Edwards Lifesciences shares in Q2 2026, an estimated $130K.
  • Edwards Lifesciences made up 0.44% of Hohimer Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Hohimer Wealth Management first reported a position in Edwards Lifesciences in Q4 2019 and has held it in 20 quarters since.
  • 1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.