Burke & Herbert Bank & Trust’s Edwards Lifesciences EW Stock Holding History

Burke & Herbert Bank & 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
2025 Q4	–	Sell	-11,263	Closed	-$876K	–	236
2025 Q3	$876K	Sell	11,263 -3,815	-25%	-$298K	0.19%	126
2025 Q2	$1.18M	Hold	15,078	–	–	0.26%	101
2025 Q1	$1.09M	Sell	15,078 -1,185	-7%	-$84.8K	0.26%	104
2024 Q4	$1.2M	Hold	16,263	–	–	0.29%	98
2024 Q3	$1.07M	Sell	16,263 -34	-0.2%	-$2.47K	0.25%	108
2024 Q2	$1.51M	Buy	+16,297	New	+$1.44M	0.37%	75

Other funds holding EW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Burke & Herbert Bank & Trust's EW Position: Q4 2025 in Review

Burke & Herbert Bank & Trust sold out of Edwards Lifesciences (EW) in Q4 2025, closing a stake of 11,263 shares — an estimated $876K sold.

Burke & Herbert Bank & Trust first reported a position in EW in Q2 2024 and held it in 6 quarters. The position peaked at $1.51M in Q2 2024. 1,313 funds tracked by Wall St. Rank hold EW as of Q4 2025.

Burke & Herbert Bank & Trust reported no remaining Edwards Lifesciences position as of Q4 2025 after selling out during the quarter.
Burke & Herbert Bank & Trust sold 11,263 Edwards Lifesciences shares in Q4 2025, an estimated $876K.
Burke & Herbert Bank & Trust first reported a position in Edwards Lifesciences in Q2 2024 and held it in 6 quarters.
Burke & Herbert Bank & Trust's Edwards Lifesciences position peaked at $1.51M in Q2 2024.
1,313 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2025.

Based on Burke & Herbert Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.