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Diversified Trust’s Edwards Lifesciences EW Stock Holding History

Diversified 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 		$1.79M Sell
19,839
-218
-1% -$18.3K 0.03% 307
2026
Q1 		$1.61M Sell
20,057
-16,910
-46% -$1.39M 0.03% 315
2025
Q4 		$3.15M Buy
36,967
+2,480
+7% +$204K 0.06% 173
2025
Q3 		$2.68M Buy
34,487
+223
+0.7% +$17.4K 0.05% 199
2025
Q2 		$2.68M Buy
34,264
+4,454
+15% +$332K 0.06% 181
2025
Q1 		$2.16M Buy
29,810
+6,736
+29% +$482K 0.05% 205
2024
Q4 		$1.71M Sell
23,074
-3,575
-13% -$250K 0.04% 255
2024
Q3 		$1.76M Buy
26,649
+620
+2% +$45K 0.04% 250
2024
Q2 		$2.4M Sell
26,029
-2,148
-8% -$190K 0.07% 174
2024
Q1 		$2.69M Sell
28,177
-3,538
-11% -$297K 0.08% 154
2023
Q4 		$2.42M Buy
31,715
+4,132
+15% +$288K 0.08% 139
2023
Q3 		$1.91M Sell
27,583
-4,422
-14% -$355K 0.07% 156
2023
Q2 		$3.02M Sell
32,005
-254
-0.8% -$22.1K 0.11% 109
2023
Q1 		$2.67M Buy
32,259
+449
+1% +$35.3K 0.1% 112
2022
Q4 		$2.37M Buy
31,810
+7,209
+29% +$556K 0.1% 115
2022
Q3 		$2.03M Buy
24,601
+845
+4% +$81.3K 0.09% 112
2022
Q2 		$2.26M Hold
23,756
– – 0.09% 117
2022
Q1 		$2.8M Buy
23,756
+2,340
+11% +$263K 0.1% 109
2021
Q4 		$2.77M Sell
21,416
-1,670
-7% -$195K 0.09% 117
2021
Q3 		$2.61M Buy
23,086
+5,364
+30% +$612K 0.09% 114
2021
Q2 		$1.83M Sell
17,722
-494
-3% -$46.6K 0.07% 143
2021
Q1 		$1.52M Buy
18,216
+1,950
+12% +$165K 0.06% 156
2020
Q4 		$1.48M Sell
16,266
-1,156
-7% -$95.9K 0.06% 148
2020
Q3 		$1.39M Sell
17,422
-473
-3% -$36.9K 0.06% 139
2020
Q2 		$1.24M Buy
17,895
+2,850
+19% +$203K 0.06% 129
2020
Q1 		$946K Sell
15,045
-549
-4% -$39.6K 0.06% 136
2019
Q4 		$1.21M Buy
15,594
+8,259
+113% +$645K 0.05% 124
2019
Q3 		$538K Buy
7,335
+120
+2% +$8.43K 0.03% 181
2019
Q2 		$444K Buy
7,215
+1,041
+17% +$62.9K 0.02% 222
2019
Q1 		$394K Buy
6,174
+129
+2% +$7.36K 0.02% 216
2018
Q4 		$309K Sell
6,045
-141
-2% -$7.13K 0.02% 241
2018
Q3 		$359K Buy
6,186
+150
+2% +$7.34K 0.02% 220
2018
Q2 		$293K Buy
6,036
+210
+4% +$9.8K 0.02% 238
2018
Q1 		$271K Buy
5,826
+270
+5% +$11.7K 0.02% 249
2017
Q4 		$209K Buy
+5,556
New +$204K 0.01% 279
2016
Q3 		– Sell
-61,662
Closed -$2.05M – 311
2016
Q2 		$2.05M Sell
61,662
-4,125
-6% -$141K 0.24% 89
2016
Q1 		$1.93M Buy
65,787
+213
+0.3% +$5.88K 0.21% 112
2015
Q4 		$1.73M Sell
65,574
-13,764
-17% -$357K 0.18% 125
2015
Q3 		$1.88M Buy
79,338
+68,070
+604% +$1.64M 0.2% 122
2015
Q2 		$267K Sell
11,268
-3,000
-21% -$67.7K 0.03% 399
2015
Q1 		$339K Sell
14,268
-5,100
-26% -$114K 0.03% 382
2014
Q4 		$411K Buy
+19,368
New +$389K 0.04% 354
2014
Q2 		$498K Buy
+34,818
New +$472K 0.04% 375
2013
Q4 		$617K Buy
56,268
+24,360
+76% +$275K 0.06% 285
2013
Q3 		$370K Buy
31,908
+150
+0.5% +$1.75K 0.04% 369
2013
Q2 		$356K Buy
+31,758
New +$376K 0.04% 366

Other funds holding EW

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

Diversified Trust's EW Position: Q2 2026 in Review

Diversified Trust reduced its Edwards Lifesciences (EW) stake by 1.1% in Q2 2026, selling an estimated $18.3K and leaving 19,839 shares worth $1.79M. The position accounts for 0.03% of the portfolio, ranked #307.

Diversified Trust first reported a position in EW in Q2 2013 and has held it in 46 quarters since. The position peaked at $3.15M in Q4 2025. 195 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Diversified Trust held 19,839 shares of Edwards Lifesciences worth $1.79M as of Q2 2026.
  • Diversified Trust sold 218 Edwards Lifesciences shares in Q2 2026, an estimated $18.3K.
  • Edwards Lifesciences made up 0.03% of Diversified Trust's portfolio in Q2 2026, its #307 holding.
  • Diversified Trust first reported a position in Edwards Lifesciences in Q2 2013 and has held it in 46 quarters since.
  • Diversified Trust's Edwards Lifesciences position peaked at $3.15M in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.