Equitable Trust’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.39M | Buy |
70,594
+1,150
| +2% | +$96.3K | 0.27% | 79 |
|
|
2026
Q1 | $5.56M | Buy |
69,444
+4,896
| +8% | +$404K | 0.26% | 78 |
|
|
2025
Q4 | $5.5M | Buy |
64,548
+11,035
| +21% | +$906K | 0.25% | 78 |
|
|
2025
Q3 | $4.16M | Sell |
53,513
-15,075
| -22% | -$1.18M | 0.19% | 99 |
|
|
2025
Q2 | $5.36M | Sell |
68,588
-6,685
| -9% | -$499K | 0.27% | 73 |
|
|
2025
Q1 | $5.46M | Buy |
75,273
+2,231
| +3% | +$160K | 0.3% | 65 |
|
|
2024
Q4 | $5.41M | Buy |
73,042
+7,154
| +11% | +$501K | 0.3% | 69 |
|
|
2024
Q3 | $4.35M | Buy |
65,888
+52,154
| +380% | +$3.79M | 0.28% | 79 |
|
|
2024
Q2 | $1.27M | Buy |
13,734
+2,115
| +18% | +$187K | 0.09% | 161 |
|
|
2024
Q1 | $1.11M | Buy |
11,619
+962
| +9% | +$80.8K | 0.08% | 183 |
|
|
2023
Q4 | $813K | Buy |
10,657
+5,129
| +93% | +$357K | 0.06% | 209 |
|
|
2023
Q3 | $383K | Buy |
5,528
+521
| +10% | +$41.9K | 0.03% | 300 |
|
|
2023
Q2 | $472K | Buy |
5,007
+197
| +4% | +$17.1K | 0.04% | 269 |
|
|
2023
Q1 | $398K | Hold |
4,810
| – | – | 0.03% | 293 |
|
|
2022
Q4 | $359K | Buy |
4,810
+1,308
| +37% | +$101K | 0.03% | 310 |
|
|
2022
Q3 | $289K | Hold |
3,502
| – | – | 0.02% | 316 |
|
|
2022
Q2 | $333K | Buy |
3,502
+202
| +6% | +$20.9K | 0.02% | 314 |
|
|
2022
Q1 | $388K | Hold |
3,300
| – | – | 0.02% | 287 |
|
|
2021
Q4 | $428K | Buy |
+3,300
| New | +$385K | 0.03% | 275 |
|
|
2021
Q3 | – | Sell |
-5,313
| Closed | -$550K | – | 365 |
|
|
2021
Q2 | $550K | Sell |
5,313
-4,883
| -48% | -$460K | 0.04% | 237 |
|
|
2021
Q1 | $853K | Hold |
10,196
| – | – | 0.06% | 185 |
|
|
2020
Q4 | $930K | Buy |
10,196
+413
| +4% | +$34.3K | 0.07% | 185 |
|
|
2020
Q3 | $781K | Sell |
9,783
-366
| -4% | -$28.6K | 0.07% | 186 |
|
|
2020
Q2 | $702K | Sell |
10,149
-1,974
| -16% | -$140K | 0.06% | 187 |
|
|
2020
Q1 | $762K | Buy |
12,123
+8,463
| +231% | +$610K | 0.08% | 171 |
|
|
2019
Q4 | $285K | Hold |
3,660
| – | – | 0.03% | 248 |
|
|
2019
Q3 | $268K | Hold |
3,660
| – | – | 0.03% | 250 |
|
|
2019
Q2 | $225K | Sell |
3,660
-213
| -5% | -$12.9K | 0.02% | 263 |
|
|
2019
Q1 | $247K | Buy |
+3,873
| New | +$221K | 0.03% | 252 |
|
|
2018
Q4 | – | Sell |
-3,660
| Closed | -$212K | – | 273 |
|
|
2018
Q3 | $212K | Buy |
+3,660
| New | +$179K | 0.02% | 280 |
|
Other funds holding EW
Equitable Trust's EW Position: Q2 2026 in Review
Equitable Trust increased its Edwards Lifesciences (EW) stake by 1.7% in Q2 2026, buying an estimated $96.3K and bringing the position to 70,594 shares worth $6.39M. The position accounts for 0.27% of the portfolio, ranked #79.
Equitable Trust first reported a position in EW in Q3 2018 and has held it in 30 quarters since. 1,332 funds tracked by Wall St. Rank hold EW as of Q2 2026.
- Equitable Trust held 70,594 shares of Edwards Lifesciences worth $6.39M as of Q2 2026.
- Equitable Trust bought 1,150 Edwards Lifesciences shares in Q2 2026, an estimated $96.3K.
- Edwards Lifesciences made up 0.27% of Equitable Trust's portfolio in Q2 2026, its #79 holding.
- Equitable Trust first reported a position in Edwards Lifesciences in Q3 2018 and has held it in 30 quarters since.
- 1,332 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.
Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.