Sanders Morris Harris’s Edwards Lifesciences EW Stock Holding History

Sanders Morris Harris’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	–	Sell	-3,720	Closed	-$298K	–	140
2026 Q1	$298K	Buy	+3,720	New	+$307K	0.05%	232
2025 Q4	–	Sell	-4,020	Closed	-$313K	–	123
2025 Q3	$313K	Buy	+4,020	New	+$314K	0.04%	227
2025 Q2	–	Sell	-4,020	Closed	-$289K	–	211
2025 Q1	$289K	Hold	4,020	–	–	0.04%	210
2024 Q4	$298K	Hold	4,020	–	–	0.04%	221
2024 Q3	$265K	Hold	4,020	–	–	0.04%	230
2024 Q2	$371K	Hold	4,020	–	–	0.06%	191
2024 Q1	$384K	Hold	4,020	–	–	0.07%	187
2023 Q4	$303K	Hold	4,020	–	–	0.15%	144
2023 Q3	$275K	Sell	4,020 -600	-13%	-$48.2K	0.06%	202
2023 Q2	$424K	Buy	+4,620	New	+$402K	0.09%	161
2023 Q1	–	Sell	-4,620	Closed	-$345K	–	183
2022 Q4	$345K	Hold	4,620	–	–	0.13%	140
2022 Q3	$395K	Hold	4,620	–	–	0.1%	163
2022 Q2	$449K	Hold	4,620	–	–	0.1%	164
2022 Q1	$544K	Hold	4,620	–	–	0.11%	152
2021 Q4	$592K	Hold	4,620	–	–	0.1%	153
2021 Q3	$515K	Hold	4,620	–	–	0.09%	161
2021 Q2	$490K	Hold	4,620	–	–	0.1%	174
2021 Q1	$388K	Hold	4,620	–	–	0.08%	193
2020 Q4	$414K	Hold	4,620	–	–	0.09%	181
2020 Q3	$384K	Buy	+4,620	New	+$360K	0.1%	177
2020 Q2	–	Sell	-4,020	Closed	-$216K	–	145
2020 Q1	$216K	Hold	4,020	–	–	0.21%	103
2019 Q4	$303K	Hold	4,020	–	–	0.07%	220
2019 Q3	$288K	Buy	+4,020	New	+$282K	0.07%	210
2016 Q4	–	Sell	-5,100	Closed	-$205K	–	137
2016 Q3	$205K	Buy	+5,100	New	+$192K	0.06%	138

Other funds holding EW

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

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

Sanders Morris Harris's EW Position: Q2 2026 in Review

Sanders Morris Harris sold out of Edwards Lifesciences (EW) in Q2 2026, closing a stake of 3,720 shares — an estimated $298K sold.

Sanders Morris Harris first reported a position in EW in Q3 2016 and held it in 24 quarters. The position peaked at $592K in Q4 2021. 1,325 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Sanders Morris Harris reported no remaining Edwards Lifesciences position as of Q2 2026 after selling out during the quarter.
Sanders Morris Harris sold 3,720 Edwards Lifesciences shares in Q2 2026, an estimated $298K.
Sanders Morris Harris first reported a position in Edwards Lifesciences in Q3 2016 and held it in 24 quarters.
Sanders Morris Harris's Edwards Lifesciences position peaked at $592K in Q4 2021.
1,325 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.