Colonial Trust Advisors
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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
Q3 		$5.79M Sell
67,091
-139
-0.2% -$12.4K 0.4% 69
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Colonial Trust Advisors's EW Position: Q3 2026 in Review

Colonial Trust Advisors reduced its Edwards Lifesciences (EW) stake by 0.21% in Q3 2026, selling an estimated $12.4K and leaving 67,091 shares worth $5.79M. The position accounts for 0.4% of the portfolio, ranked #69.

Colonial Trust Advisors first reported a position in EW in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.08M in Q2 2026. 974 funds tracked by Wall St. Rank hold EW as of Q3 2026.

  • Colonial Trust Advisors held 67,091 shares of Edwards Lifesciences worth $5.79M as of Q3 2026.
  • Colonial Trust Advisors sold 139 Edwards Lifesciences shares in Q3 2026, an estimated $12.4K.
  • Edwards Lifesciences made up 0.4% of Colonial Trust Advisors's portfolio in Q3 2026, its #69 holding.
  • Colonial Trust Advisors first reported a position in Edwards Lifesciences in Q4 2022 and has held it in 16 quarters since.
  • Colonial Trust Advisors's Edwards Lifesciences position peaked at $6.08M in Q2 2026.
  • 974 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on Colonial Trust Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.