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 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 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

Colonial Trust Advisors's EW Position: Q1 2026 in Review

Colonial Trust Advisors reduced its Edwards Lifesciences (EW) stake by 0.51% in Q1 2026, selling an estimated $28.2K and leaving 66,790 shares worth $5.35M. The position accounts for 0.42% of the portfolio, ranked #71.

Colonial Trust Advisors first reported a position in EW in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.94M in Q2 2024. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Colonial Trust Advisors held 66,790 shares of Edwards Lifesciences worth $5.35M as of Q1 2026.
Colonial Trust Advisors sold 342 Edwards Lifesciences shares in Q1 2026, an estimated $28.2K.
Edwards Lifesciences made up 0.42% of Colonial Trust Advisors's portfolio in Q1 2026, its #71 holding.
Colonial Trust Advisors first reported a position in Edwards Lifesciences in Q4 2022 and has held it in 14 quarters since.
Colonial Trust Advisors's Edwards Lifesciences position peaked at $5.94M in Q2 2024.
1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.