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Blue Trust Inc’s Edwards Lifesciences EW Stock Holding History

Blue Trust Inc’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 		$689K Sell
7,617
-3,196
-30% -$268K 0.01% 386
2026
Q1 		$866K Sell
10,813
-403
-4% -$33.2K 0.01% 320
2025
Q4 		$956K Buy
11,216
+3,661
+48% +$300K 0.01% 295
2025
Q3 		$588K Sell
7,555
-19
-0.3% -$1.49K 0.01% 440
2025
Q2 		$592K Sell
7,574
-5
-0.1% -$373 0.01% 399
2025
Q1 		$549K Sell
7,579
-207
-3% -$14.8K 0.01% 389
2024
Q4 		$576K Sell
7,786
-263
-3% -$18.4K 0.01% 342
2024
Q3 		$743K Buy
8,049
+2,998
+59% +$218K 0.01% 339
2024
Q2 		$483K Buy
5,051
+1,397
+38% +$124K 0.01% 391
2024
Q1 		$349K Buy
3,654
+1,697
+87% +$143K ﹤0.01% 351
2023
Q4 		$136K Sell
1,957
-8
-0.4% -$557 ﹤0.01% 571
2023
Q3 		$186K Buy
1,965
+199
+11% +$16K ﹤0.01% 450
2023
Q2 		$146K Sell
1,766
-694
-28% -$60.3K ﹤0.01% 422
2023
Q1 		$183K Sell
2,460
-1,293
-34% -$102K ﹤0.01% 573
2022
Q4 		$310K Buy
3,753
+1,263
+51% +$97.3K 0.01% 344
2022
Q3 		$237K Buy
2,490
+449
+22% +$43.2K ﹤0.01% 319
2022
Q2 		$240K Buy
+2,041
New +$211K ﹤0.01% 294

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

Blue Trust Inc's EW Position: Q2 2026 in Review

Blue Trust Inc reduced its Edwards Lifesciences (EW) stake by 30% in Q2 2026, selling an estimated $268K and leaving 7,617 shares worth $689K. The position accounts for 0.01% of the portfolio, ranked #386.

Blue Trust Inc first reported a position in EW in Q2 2022 and has held it in 17 quarters since. The position peaked at $956K in Q4 2025. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Blue Trust Inc held 7,617 shares of Edwards Lifesciences worth $689K as of Q2 2026.
  • Blue Trust Inc sold 3,196 Edwards Lifesciences shares in Q2 2026, an estimated $268K.
  • Edwards Lifesciences made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #386 holding.
  • Blue Trust Inc first reported a position in Edwards Lifesciences in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Edwards Lifesciences position peaked at $956K in Q4 2025.
  • 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.