Avalon Trust’s Edwards Lifesciences EW Stock Holding History

Avalon Trust’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 Q1	$64.1K	Hold	800	–	–	﹤0.01%	260
2025 Q4	$68.2K	Sell	800 -5	-0.6%	-$410	﹤0.01%	240
2025 Q3	$62.6K	Buy	805 +5	+0.6%	+$391	﹤0.01%	286
2025 Q2	$62.6K	Hold	800	–	–	﹤0.01%	235
2025 Q1	$58K	Sell	800 -700	-47%	-$50.1K	﹤0.01%	236
2024 Q4	$111K	Hold	1,500	–	–	0.01%	157
2024 Q3	$99K	Sell	1,500 -550	-27%	-$40K	0.01%	165
2024 Q2	$189K	Sell	2,050 -625	-23%	-$55.3K	0.02%	130
2024 Q1	$256K	Hold	2,675	–	–	0.02%	120
2023 Q4	$204K	Hold	2,675	–	–	0.02%	121
2023 Q3	$185K	Sell	2,675 -15	-0.6%	-$1.21K	0.02%	120
2023 Q2	$254K	Hold	2,690	–	–	0.02%	114
2023 Q1	$223K	Buy	+2,690	New	+$211K	0.02%	116

Other funds holding EW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Avalon Trust's EW Position: Q1 2026 in Review

Avalon Trust held its Edwards Lifesciences (EW) position steady in Q1 2026 at 800 shares worth $64.1K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Avalon Trust first reported a position in EW in Q1 2023 and has held it in 13 quarters since. The position peaked at $256K in Q1 2024. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Avalon Trust held 800 shares of Edwards Lifesciences worth $64.1K as of Q1 2026.
Avalon Trust left its Edwards Lifesciences share count unchanged in Q1 2026.
Edwards Lifesciences made up ﹤0.01% of Avalon Trust's portfolio in Q1 2026, its #260 holding.
Avalon Trust first reported a position in Edwards Lifesciences in Q1 2023 and has held it in 13 quarters since.
Avalon Trust's Edwards Lifesciences position peaked at $256K in Q1 2024.
1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.