Colonial Trust’s Edwards Lifesciences EW Stock Holding History

Colonial 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
2026 Q2	$2.86M	Sell	31,623 -1,759	-5%	-$147K	0.36%	66
2026 Q1	$2.67M	Buy	33,382 +422	+1%	+$34.8K	0.36%	73
2025 Q4	$2.81M	Buy	32,960 +764	+2%	+$62.7K	0.37%	69
2025 Q3	$2.5M	Buy	32,196 +120	+0.4%	+$9.38K	0.34%	76
2025 Q2	$2.51M	Sell	32,076 -1,066	-3%	-$79.5K	0.37%	72
2025 Q1	$2.4M	Buy	33,142 +463	+1%	+$33.1K	0.37%	69
2024 Q4	$2.42M	Buy	32,679 +1,364	+4%	+$95.5K	0.36%	70
2024 Q3	$2.07M	Buy	31,315 +2,661	+9%	+$193K	0.32%	78
2024 Q2	$2.65M	Buy	28,654 +2,696	+10%	+$239K	0.47%	60
2024 Q1	$2.48M	Buy	25,958 +2,294	+10%	+$193K	0.46%	59
2023 Q4	$1.8M	Buy	23,664 +23,539	+18,831%	+$1.64M	0.38%	67
2023 Q3	$8.66K	Hold	125	–	–	﹤0.01%	724
2023 Q2	$11.8K	Sell	125 -65	-34%	-$5.65K	﹤0.01%	672
2023 Q1	$15.7K	Buy	190 +137	+258%	+$10.8K	﹤0.01%	618
2022 Q4	$3.99K	Buy	+53	New	+$4.08K	﹤0.01%	776

Other funds holding EW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Colonial Trust's EW Position: Q2 2026 in Review

Colonial Trust reduced its Edwards Lifesciences (EW) stake by 5.3% in Q2 2026, selling an estimated $147K and leaving 31,623 shares worth $2.86M. The position accounts for 0.36% of the portfolio, ranked #66.

Colonial Trust 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 held 31,623 shares of Edwards Lifesciences worth $2.86M as of Q2 2026.
Colonial Trust sold 1,759 Edwards Lifesciences shares in Q2 2026, an estimated $147K.
Edwards Lifesciences made up 0.36% of Colonial Trust's portfolio in Q2 2026, its #66 holding.
Colonial Trust 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's 13F filing for Q2 2026, filed 11 Aug 2026.