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Colonial Trust Advisors’s Edwards Lifesciences EW Stock Holding History

Colonial Trust Advisors’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 		$6.08M Buy
67,230
+440
+0.7% +$36.9K 0.42% 64
2026
Q1 		$5.35M Sell
66,790
-342
-0.5% -$28.2K 0.42% 71
2025
Q4 		$5.72M Sell
67,132
-2,713
-4% -$223K 0.43% 67
2025
Q3 		$5.43M Sell
69,845
-547
-0.8% -$42.7K 0.42% 67
2025
Q2 		$5.51M Buy
70,392
+291
+0.4% +$21.7K 0.45% 60
2025
Q1 		$5.08M Sell
70,101
-207
-0.3% -$14.8K 0.45% 63
2024
Q4 		$5.2M Sell
70,308
-585
-0.8% -$40.9K 0.46% 60
2024
Q3 		$4.68M Buy
70,893
+6,555
+10% +$476K 0.4% 68
2024
Q2 		$5.94M Buy
64,338
+2,416
+4% +$214K 0.57% 52
2024
Q1 		$5.92M Buy
61,922
+3,045
+5% +$256K 0.59% 54
2023
Q4 		$4.49M Buy
58,877
+58,287
+9,879% +$4.06M 0.48% 61
2023
Q3 		$40.9K Sell
590
-3
-0.5% -$241 ﹤0.01% 348
2023
Q2 		$55.9K Hold
593
– – 0.01% 324
2023
Q1 		$49.1K Buy
593
+3
+0.5% +$236 0.01% 333
2022
Q4 		$44K Buy
+590
New +$45.5K 0.01% 345

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

Colonial Trust Advisors's EW Position: Q2 2026 in Review

Colonial Trust Advisors increased its Edwards Lifesciences (EW) stake by 0.66% in Q2 2026, buying an estimated $36.9K and bringing the position to 67,230 shares worth $6.08M. The position accounts for 0.42% of the portfolio, ranked #64.

Colonial Trust Advisors first reported a position in EW in Q4 2022 and has held it in 15 quarters since. 1,333 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Colonial Trust Advisors held 67,230 shares of Edwards Lifesciences worth $6.08M as of Q2 2026.
  • Colonial Trust Advisors bought 440 Edwards Lifesciences shares in Q2 2026, an estimated $36.9K.
  • Edwards Lifesciences made up 0.42% of Colonial Trust Advisors's portfolio in Q2 2026, its #64 holding.
  • Colonial Trust Advisors first reported a position in Edwards Lifesciences in Q4 2022 and has held it in 15 quarters since.
  • 1,333 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.