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 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 $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's EW Position: Q1 2026 in Review

Colonial Trust increased its Edwards Lifesciences (EW) stake by 1.3% in Q1 2026, buying an estimated $34.8K and bringing the position to 33,382 shares worth $2.67M. The position accounts for 0.36% of the portfolio, ranked #73.

Colonial Trust first reported a position in EW in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.81M in Q4 2025. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Colonial Trust held 33,382 shares of Edwards Lifesciences worth $2.67M as of Q1 2026.
Colonial Trust bought 422 Edwards Lifesciences shares in Q1 2026, an estimated $34.8K.
Edwards Lifesciences made up 0.36% of Colonial Trust's portfolio in Q1 2026, its #73 holding.
Colonial Trust first reported a position in Edwards Lifesciences in Q4 2022 and has held it in 14 quarters since.
Colonial Trust's Edwards Lifesciences position peaked at $2.81M in Q4 2025.
1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

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