Laurie J. Hall Trustee’s Edwards Lifesciences EW Stock Holding History

Laurie J. Hall Trustee’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	$395K	Hold	4,372	–	–	0.12%	79
2026 Q1	$350K	Hold	4,372	–	–	0.12%	83
2025 Q4	$373K	Sell	4,372 -1,988	-31%	-$163K	0.12%	81
2025 Q3	$495K	Hold	6,360	–	–	0.16%	79
2025 Q2	$497K	Hold	6,360	–	–	0.16%	82
2025 Q1	$461K	Sell	6,360 -375	-6%	-$26.8K	0.16%	82
2024 Q4	$498K	Hold	6,735	–	–	0.16%	86
2024 Q3	$445K	Buy	6,735 +2,100	+45%	+$153K	0.14%	91
2024 Q2	$429K	Hold	4,635	–	–	0.15%	81
2024 Q1	$443K	Hold	4,635	–	–	0.16%	81
2023 Q4	$354K	Hold	4,635	–	–	0.14%	84
2023 Q3	$321K	Hold	4,635	–	–	0.14%	81
2023 Q2	$436K	Hold	4,635	–	–	0.17%	76
2023 Q1	$383K	Sell	4,635 -130	-3%	-$10.2K	0.16%	77
2022 Q4	$356K	Sell	4,765 -100	-2%	-$7.71K	0.16%	80
2022 Q3	$402K	Sell	4,865 -70	-1%	-$6.74K	0.2%	75
2022 Q2	$470K	Hold	4,935	–	–	0.22%	75
2022 Q1	$580K	Hold	4,935	–	–	0.22%	73
2021 Q4	$640K	Sell	4,935 -25	-0.5%	-$2.92K	0.23%	73
2021 Q3	$561K	Sell	4,960 -340	-6%	-$38.8K	0.22%	73
2021 Q2	$550K	Sell	5,300 -490	-8%	-$46.2K	0.21%	74
2021 Q1	$483K	Sell	5,790 -5,790	-50%	-$489K	0.19%	80
2020 Q4	$1.06M	Buy	11,580 +5,790	+100%	+$480K	0.43%	59
2020 Q3	$462K	Buy	+5,790	New	+$452K	0.21%	74
2019 Q4	$450K	Hold	5,790	–	–	0.21%	75
2019 Q3	$424K	Sell	5,790 -450	-7%	-$31.6K	0.22%	75
2019 Q2	$384K	Hold	6,240	–	–	0.2%	79
2019 Q1	$398K	Sell	6,240 -225	-3%	-$12.8K	0.21%	73
2018 Q4	$383K	Hold	6,465	–	–	0.21%	75
2018 Q3	$375K	Hold	6,465	–	–	0.2%	77
2018 Q2	$313K	Sell	6,465 -225	-3%	-$10.5K	0.18%	79
2018 Q1	$310K	Sell	6,690 -225	-3%	-$9.77K	0.19%	77
2017 Q4	$260K	Buy	6,915 +600	+10%	+$22K	0.15%	86
2017 Q3	$230K	Hold	6,315	–	–	0.14%	82
2017 Q2	$249K	Hold	6,315	–	–	0.16%	80
2017 Q1	$196K	Hold	6,315	–	–	0.12%	95
2016 Q4	$204K	Buy	+6,315	New	+$205K	0.13%	88
2016 Q2	$243K	Sell	6,990 -2,100	-23%	-$71.8K	0.16%	81
2016 Q1	$328K	Sell	9,090 -150	-2%	-$4.14K	0.21%	76
2015 Q4	$260K	Hold	9,240	–	–	0.19%	80
2015 Q3	$219K	Sell	9,240 -300	-3%	-$7.24K	0.17%	82
2015 Q2	$226K	Sell	9,540 -300	-3%	-$6.77K	0.16%	85
2015 Q1	$234K	Sell	9,840 -2,400	-20%	-$53.8K	0.17%	86
2014 Q4	$260K	Hold	12,240	–	–	0.19%	81
2014 Q3	$208K	Buy	+12,240	New	+$193K	0.16%	85

Other funds holding EW

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

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

SIM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

Laurie J. Hall Trustee's EW Position: Q2 2026 in Review

Laurie J. Hall Trustee held its Edwards Lifesciences (EW) position steady in Q2 2026 at 4,372 shares worth $395K. The position accounts for 0.12% of the portfolio, ranked #79.

Laurie J. Hall Trustee first reported a position in EW in Q3 2014 and has held it in 45 quarters since. The position peaked at $1.06M in Q4 2020. 195 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Laurie J. Hall Trustee held 4,372 shares of Edwards Lifesciences worth $395K as of Q2 2026.
Laurie J. Hall Trustee left its Edwards Lifesciences share count unchanged in Q2 2026.
Edwards Lifesciences made up 0.12% of Laurie J. Hall Trustee's portfolio in Q2 2026, its #79 holding.
Laurie J. Hall Trustee first reported a position in Edwards Lifesciences in Q3 2014 and has held it in 45 quarters since.
Laurie J. Hall Trustee's Edwards Lifesciences position peaked at $1.06M in Q4 2020.
195 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Laurie J. Hall Trustee's 13F filing for Q2 2026, filed 9 Jul 2026.